Tempus Wealth Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,249
+2,156
| +197% | +$673K | 0.25% | 110 |
|
|
2025
Q1 | $573K | Buy |
1,093
+90
| +9% | +$47.1K | 0.17% | 136 |
|
|
2024
Q4 | $507K | Buy |
1,003
+141
| +16% | +$71.3K | 0.16% | 143 |
|
|
2024
Q3 | $504K | Buy |
862
+78
| +10% | +$45.6K | 0.18% | 124 |
|
|
2024
Q2 | $399K | Buy |
784
+132
| +20% | +$67.2K | 0.17% | 129 |
|
|
2024
Q1 | $322K | Buy |
652
+211
| +48% | +$104K | 0.14% | 147 |
|
|
2023
Q4 | $232K | Buy |
+441
| New | +$232K | 0.1% | 172 |
|
|
2023
Q1 | – | Sell |
-471
| Closed | -$250K | – | 192 |
|
|
2022
Q4 | $250K | Sell |
471
-82
| -15% | -$43.5K | 0.15% | 150 |
|
|
2022
Q3 | $279K | Buy |
+553
| New | +$279K | 0.19% | 136 |
|