TMWM
Taylor & Morgan Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-552
| Closed | -$289K | – | 72 |
|
|
2025
Q1 | $289K | Sell |
552
-54
| -9% | -$28.3K | 0.22% | 53 |
|
|
2024
Q4 | $307K | Sell |
606
-143
| -19% | -$72.3K | 0.22% | 50 |
|
|
2024
Q3 | $438K | Sell |
749
-24
| -3% | -$14K | 0.29% | 45 |
|
|
2024
Q2 | $394K | Hold |
773
| – | – | 0.28% | 45 |
|
|
2024
Q1 | $382K | Buy |
773
+1
| +0.1% | +$494 | 0.28% | 46 |
|
|
2023
Q4 | $406K | Sell |
772
-26
| -3% | -$13.7K | 0.32% | 42 |
|
|
2023
Q3 | $402K | Sell |
798
-74
| -8% | -$37.3K | 0.36% | 42 |
|
|
2023
Q2 | $419K | Sell |
872
-50
| -5% | -$24K | 0.34% | 42 |
|
|
2023
Q1 | $436K | Buy |
922
+1
| +0.1% | +$472 | 0.38% | 46 |
|
|
2022
Q4 | $488K | Buy |
921
+190
| +26% | +$101K | 0.46% | 43 |
|
|
2022
Q3 | $369K | Hold |
731
| – | – | 0.37% | 50 |
|
|
2022
Q2 | $375K | Hold |
731
| – | – | 0.36% | 50 |
|
|
2022
Q1 | $373K | Hold |
731
| – | – | 0.31% | 49 |
|
|
2021
Q4 | $367K | Buy |
+731
| New | +$367K | 0.3% | 49 |
|