TCI Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-568
| Closed | -$177K | – | 275 |
|
|
2025
Q2 | $177K | Sell |
568
-375
| -40% | -$143K | 0.01% | 246 |
|
|
2025
Q1 | $494K | Sell |
943
-574
| -38% | -$293K | 0.04% | 128 |
|
|
2024
Q4 | $767K | Sell |
1,517
-225
| -13% | -$128K | 0.06% | 94 |
|
|
2024
Q3 | $1.02M | Sell |
1,742
-34
| -2% | -$19.2K | 0.09% | 85 |
|
|
2024
Q2 | $904K | Sell |
1,776
-47
| -3% | -$23K | 0.09% | 84 |
|
|
2024
Q1 | $902K | Buy |
1,823
+104
| +6% | +$52.9K | 0.09% | 81 |
|
|
2023
Q4 | $905K | Sell |
1,719
-37
| -2% | -$19.7K | 0.1% | 83 |
|
|
2023
Q3 | $885K | Buy |
1,756
+64
| +4% | +$31.5K | 0.11% | 74 |
|
|
2023
Q2 | $813K | Sell |
1,692
-89
| -5% | -$43.5K | 0.1% | 80 |
|
|
2023
Q1 | $842K | Buy |
1,781
+28
| +2% | +$13.5K | 0.11% | 77 |
|
|
2022
Q4 | $929K | Buy |
1,753
+48
| +3% | +$25.4K | 0.13% | 69 |
|
|
2022
Q3 | $861K | Sell |
1,705
-38
| -2% | -$20K | 0.14% | 66 |
|
|
2022
Q2 | $895K | Buy |
1,743
+71
| +4% | +$35.7K | 0.14% | 65 |
|
|
2022
Q1 | $852K | Sell |
1,672
-18
| -1% | -$8.68K | 0.13% | 73 |
|
|
2021
Q4 | $849K | Buy |
1,690
+121
| +8% | +$54.8K | 0.13% | 69 |
|
|
2021
Q3 | $613K | Buy |
1,569
+371
| +31% | +$154K | 0.1% | 99 |
|
|
2021
Q2 | $480K | Buy |
1,198
+29
| +2% | +$11.6K | 0.08% | 115 |
|
|
2021
Q1 | $435K | Buy |
1,169
+158
| +16% | +$54.7K | 0.2% | 107 |
|
|
2020
Q4 | $355K | Buy |
1,011
+98
| +11% | +$32.8K | 0.17% | 119 |
|
|
2020
Q3 | $285K | Buy |
913
+16
| +2% | +$4.92K | 0.12% | 130 |
|
|
2020
Q2 | $265K | Sell |
897
-49
| -5% | -$14K | 0.12% | 123 |
|
|
2020
Q1 | $236K | Sell |
946
-371
| -28% | -$102K | 0.12% | 126 |
|
|
2019
Q4 | $387K | Buy |
1,317
+67
| +5% | +$17.5K | 0.15% | 110 |
|
|
2019
Q3 | $272K | Sell |
1,250
-50
| -4% | -$12.1K | 0.12% | 118 |
|
|
2019
Q2 | $317K | Sell |
1,300
-116
| -8% | -$27.9K | 0.14% | 107 |
|
|
2019
Q1 | $350K | Sell |
1,416
-135
| -9% | -$34.4K | 0.16% | 106 |
|
|
2018
Q4 | $386K | Sell |
1,551
-40
| -3% | -$10.6K | 0.19% | 100 |
|
|
2018
Q3 | $423K | Buy |
1,591
+61
| +4% | +$15.9K | 0.18% | 98 |
|
|
2018
Q2 | $375K | Sell |
1,530
-136
| -8% | -$32.7K | 0.17% | 102 |
|
|
2018
Q1 | $357K | Buy |
1,666
+25
| +2% | +$5.71K | 0.17% | 98 |
|
|
2017
Q4 | $362K | Hold |
1,641
| – | – | 0.16% | 108 |
|
|
2017
Q3 | $321K | Buy |
1,641
+32
| +2% | +$6.18K | 0.16% | 103 |
|
|
2017
Q2 | $298K | Buy |
1,609
+23
| +1% | +$4.03K | 0.15% | 104 |
|
|
2017
Q1 | $260K | Hold |
1,586
| – | – | 0.14% | 111 |
|
|
2016
Q4 | $254K | Buy |
1,586
+167
| +12% | +$24.9K | 0.13% | 113 |
|
|
2016
Q3 | $199K | Buy |
1,419
+62
| +5% | +$8.68K | 0.11% | 130 |
|
|
2016
Q2 | $192K | Hold |
1,357
| – | – | 0.11% | 128 |
|
|
2016
Q1 | $175K | Buy |
1,357
+189
| +16% | +$22.4K | 0.1% | 141 |
|
|
2015
Q4 | $137K | Buy |
1,168
+911
| +354% | +$106K | 0.08% | 172 |
|
|
2015
Q3 | $30K | Buy |
257
+78
| +44% | +$9.34K | 0.02% | 344 |
|
|
2015
Q2 | $22K | Hold |
179
| – | – | 0.01% | 388 |
|
|
2015
Q1 | $21K | Hold |
179
| – | – | 0.01% | 348 |
|
|
2014
Q4 | $18K | Hold |
179
| – | – | 0.01% | 368 |
|
|
2014
Q3 | $15K | Hold |
179
| – | – | 0.01% | 381 |
|
|
2014
Q2 | $15K | Hold |
179
| – | – | 0.01% | 393 |
|
|
2014
Q1 | $15K | Sell |
179
-200
| -53% | -$15.1K | 0.01% | 362 |
|
|
2013
Q4 | $29K | Buy |
379
+200
| +112% | +$14.4K | 0.02% | 311 |
|
|
2013
Q3 | $13K | Hold |
179
| – | – | 0.01% | 341 |
|
|
2013
Q2 | $12K | Buy |
+179
| New | +$11.1K | 0.01% | 352 |
|
Other funds holding UNH
