TPCW
TD Private Client Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
7,186
-5,214
| -42% | -$1.63M | 0.06% | 224 |
|
|
2025
Q1 | $6.49M | Sell |
12,400
-6,559
| -35% | -$3.44M | 0.18% | 90 |
|
|
2024
Q4 | $9.59M | Sell |
18,959
-385
| -2% | -$195K | 0.27% | 64 |
|
|
2024
Q3 | $11.3M | Sell |
19,344
-883
| -4% | -$516K | 0.33% | 55 |
|
|
2024
Q2 | $10.3M | Sell |
20,227
-528
| -3% | -$269K | 0.32% | 56 |
|
|
2024
Q1 | $10.3M | Sell |
20,755
-3,377
| -14% | -$1.67M | 0.34% | 53 |
|
|
2023
Q4 | $12.7M | Buy |
24,132
+1,986
| +9% | +$1.05M | 0.46% | 43 |
|
|
2023
Q3 | $11.2M | Buy |
22,146
+303
| +1% | +$153K | 0.48% | 38 |
|
|
2023
Q2 | $10.5M | Sell |
21,843
-3,445
| -14% | -$1.66M | 0.45% | 39 |
|
|
2023
Q1 | $12M | Sell |
25,288
-606
| -2% | -$286K | 0.54% | 37 |
|
|
2022
Q4 | $13.7M | Buy |
25,894
+4,609
| +22% | +$2.44M | 0.65% | 32 |
|
|
2022
Q3 | $10.7M | Sell |
21,285
-2,698
| -11% | -$1.36M | 0.55% | 33 |
|
|
2022
Q2 | $12.3M | Sell |
23,983
-2,202
| -8% | -$1.13M | 0.6% | 31 |
|
|
2022
Q1 | $13.4M | Buy |
26,185
+257
| +1% | +$131K | 0.57% | 32 |
|
|
2021
Q4 | $13M | Sell |
25,928
-6,874
| -21% | -$3.45M | 0.54% | 34 |
|
|
2021
Q3 | $12.8M | Buy |
32,802
+290
| +0.9% | +$113K | 0.55% | 35 |
|
|
2021
Q2 | $13M | Buy |
32,512
+6,289
| +24% | +$2.52M | 0.56% | 33 |
|
|
2021
Q1 | $9.76M | Sell |
26,223
-731
| -3% | -$272K | 0.46% | 44 |
|
|
2020
Q4 | $9.45M | Sell |
26,954
-1,838
| -6% | -$645K | 0.48% | 43 |
|
|
2020
Q3 | $8.98M | Sell |
28,792
-3,995
| -12% | -$1.25M | 0.5% | 43 |
|
|
2020
Q2 | $9.67M | Buy |
32,787
+3,515
| +12% | +$1.04M | 0.56% | 37 |
|
|
2020
Q1 | $7.3M | Sell |
29,272
-2,100
| -7% | -$524K | 0.52% | 45 |
|
|
2019
Q4 | $9.22M | Buy |
+31,372
| New | +$9.22M | 0.55% | 42 |
|