TWM
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TCFG Wealth Management’s UnitedHealth UNH Stock Holding History

TCFG Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
661
+5
+0.8% +$1.56K 0.09% 242
2025
Q1 		$344K Sell
656
-3
-0.5% -$1.57K 0.17% 148
2024
Q4 		$333K Hold
659
– – 0.17% 148
2024
Q3 		$385K Buy
+659
New +$385K 0.19% 125