TA
Tectonic Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-735
| Closed | -$385K | – | 333 |
|
|
2025
Q1 | $385K | Buy |
735
+3
| +0.4% | +$1.57K | 0.02% | 278 |
|
|
2024
Q4 | $370K | Sell |
732
-427
| -37% | -$216K | 0.02% | 283 |
|
|
2024
Q3 | $678K | Buy |
1,159
+4
| +0.3% | +$2.34K | 0.04% | 198 |
|
|
2024
Q2 | $588K | Buy |
1,155
+5
| +0.4% | +$2.55K | 0.04% | 205 |
|
|
2024
Q1 | $569K | Buy |
1,150
+4
| +0.3% | +$1.98K | 0.04% | 207 |
|
|
2023
Q4 | $603K | Buy |
1,146
+4
| +0.4% | +$2.11K | 0.05% | 191 |
|
|
2023
Q3 | $576K | Sell |
1,142
-10
| -0.9% | -$5.04K | 0.05% | 186 |
|
|
2023
Q2 | $554K | Buy |
1,152
+4
| +0.3% | +$1.92K | 0.07% | 185 |
|
|
2023
Q1 | $542K | Sell |
1,148
-41
| -3% | -$19.4K | 0.07% | 174 |
|
|
2022
Q4 | $630K | Sell |
1,189
-6
| -0.5% | -$3.18K | 0.1% | 140 |
|
|
2022
Q3 | $604K | Hold |
1,195
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $613K | Sell |
1,195
-307
| -20% | -$157K | 0.11% | 120 |
|
|
2022
Q1 | $766K | Sell |
1,502
-6
| -0.4% | -$3.06K | 0.13% | 111 |
|
|
2021
Q4 | $757K | Sell |
1,508
-566
| -27% | -$284K | 0.14% | 107 |
|
|
2021
Q3 | $810K | Buy |
2,074
+51
| +3% | +$19.9K | 0.16% | 85 |
|
|
2021
Q2 | $810K | Sell |
2,023
-174
| -8% | -$69.7K | 0.17% | 80 |
|
|
2021
Q1 | $817K | Sell |
2,197
-134
| -6% | -$49.8K | 0.2% | 76 |
|
|
2020
Q4 | $818K | Buy |
+2,331
| New | +$818K | 0.22% | 74 |
|