TFC Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Buy |
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|
2025
Q2 | $122K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $128K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $138K | Sell |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $99K | Hold |
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|
2020
Q3 | $88K | Buy |
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