TFM
TFC Financial Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
390
-190
| -33% | -$59.3K | 0.02% | 173 |
|
|
2025
Q1 | $304K | Sell |
580
-76
| -12% | -$39.8K | 0.05% | 95 |
|
|
2024
Q4 | $332K | Sell |
656
-23
| -3% | -$11.6K | 0.05% | 90 |
|
|
2024
Q3 | $397K | Buy |
679
+51
| +8% | +$29.8K | 0.06% | 79 |
|
|
2024
Q2 | $320K | Buy |
628
+215
| +52% | +$110K | 0.06% | 81 |
|
|
2024
Q1 | $204K | Sell |
413
-4
| -1% | -$1.98K | 0.04% | 116 |
|
|
2023
Q4 | $220K | Hold |
417
| – | – | 0.04% | 108 |
|
|
2023
Q3 | $210K | Buy |
417
+30
| +8% | +$15.1K | 0.05% | 101 |
|
|
2023
Q2 | $186K | Sell |
387
-200
| -34% | -$96.1K | 0.05% | 116 |
|
|
2023
Q1 | $277K | Buy |
587
+344
| +142% | +$163K | 0.07% | 84 |
|
|
2022
Q4 | $129K | Sell |
243
-10
| -4% | -$5.3K | 0.04% | 130 |
|
|
2022
Q3 | $128K | Hold |
253
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $130K | Hold |
253
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $129K | Sell |
253
-21
| -8% | -$10.7K | 0.04% | 136 |
|
|
2021
Q4 | $138K | Sell |
274
-8
| -3% | -$4.03K | 0.04% | 136 |
|
|
2021
Q3 | $110K | Hold |
282
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $113K | Hold |
282
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $105K | Hold |
282
| – | – | 0.04% | 142 |
|
|
2020
Q4 | $99K | Hold |
282
| – | – | 0.04% | 142 |
|
|
2020
Q3 | $88K | Buy |
+282
| New | +$88K | 0.04% | 131 |
|