TCM

TD Capital Management’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$90.5K	Buy	290 +21	+8%	+$6.56K	0.01%	173
2025 Q1	$141K	Buy	269 +1	+0.4%	+$524	0.01%	130
2024 Q4	$136K	Buy	268 +3	+1%	+$1.52K	0.01%	135
2024 Q3	$155K	Buy	265 +1	+0.4%	+$584	0.02%	125
2024 Q2	$134K	Buy	264 +1	+0.4%	+$509	0.01%	125
2024 Q1	$130K	Buy	263 +15	+6%	+$7.41K	0.01%	128
2023 Q4	$130K	Buy	248 +6	+2%	+$3.16K	0.01%	117
2023 Q3	$122K	Buy	242 +1	+0.4%	+$504	0.01%	121
2023 Q2	$116K	Buy	241 +1	+0.4%	+$481	0.01%	121
2023 Q1	$113K	Buy	240 +1	+0.4%	+$473	0.01%	122
2022 Q4	$127K	Hold	239	–	–	0.02%	112
2022 Q3	$120K	Buy	+239	New	+$120K	0.02%	112
2022 Q1	–	Sell	-277	Closed	-$139K	–	323
2021 Q4	$139K	Buy	277 +1	+0.4%	+$502	0.02%	102
2021 Q3	$108K	Hold	276	–	–	0.01%	113
2021 Q2	$110K	Buy	276 +40	+17%	+$15.9K	0.01%	103
2021 Q1	$88K	Hold	236	–	–	0.01%	105
2020 Q4	$83K	Hold	236	–	–	0.01%	97
2020 Q3	$73K	Hold	236	–	–	0.01%	90
2020 Q2	$69K	Hold	236	–	–	0.01%	88
2020 Q1	$59K	Hold	236	–	–	0.01%	87
2019 Q4	$69K	Hold	236	–	–	0.01%	89
2019 Q3	$51K	Hold	236	–	–	0.01%	101
2019 Q2	$57K	Hold	236	–	–	0.01%	85
2019 Q1	$58K	Hold	236	–	–	0.01%	78
2018 Q4	$59K	Hold	236	–	–	0.01%	80
2018 Q3	$63K	Hold	236	–	–	0.02%	80
2018 Q2	$58K	Hold	236	–	–	0.02%	77
2018 Q1	$50K	Buy	236 +1	+0.4%	+$212	0.01%	82
2017 Q4	$52K	Buy	+235	New	+$52K	0.01%	78