TA
TFB Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,272
| Closed | -$666K | – | 346 |
|
|
2025
Q1 | $666K | Buy |
1,272
+33
| +3% | +$17.3K | 0.19% | 130 |
|
|
2024
Q4 | $627K | Buy |
1,239
+18
| +1% | +$9.11K | 0.18% | 123 |
|
|
2024
Q3 | $714K | Buy |
1,221
+99
| +9% | +$57.9K | 0.21% | 112 |
|
|
2024
Q2 | $571K | Buy |
1,122
+140
| +14% | +$71.3K | 0.19% | 117 |
|
|
2024
Q1 | $475K | Buy |
982
+365
| +59% | +$177K | 0.17% | 135 |
|
|
2023
Q4 | $325K | Sell |
617
-450
| -42% | -$237K | 0.17% | 118 |
|
|
2023
Q3 | $538K | Buy |
1,067
+147
| +16% | +$74.1K | 0.65% | 45 |
|
|
2023
Q2 | $442K | Buy |
920
+29
| +3% | +$13.9K | 0.19% | 121 |
|
|
2023
Q1 | $421K | Buy |
891
+25
| +3% | +$11.8K | 0.32% | 61 |
|
|
2022
Q4 | $459K | Buy |
+866
| New | +$459K | 0.38% | 53 |
|