TA
TFG Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
7,461
-277
| -4% | -$86.4K | 0.8% | 31 |
|
|
2025
Q1 | $4.05M | Sell |
7,738
-225
| -3% | -$118K | 1.47% | 11 |
|
|
2024
Q4 | $4.03M | Sell |
7,963
-28
| -0.4% | -$14.2K | 1.45% | 11 |
|
|
2024
Q3 | $4.67M | Sell |
7,991
-61
| -0.8% | -$35.7K | 1.68% | 9 |
|
|
2024
Q2 | $4.1M | Sell |
8,052
-394
| -5% | -$201K | 1.59% | 10 |
|
|
2024
Q1 | $4.18M | Sell |
8,446
-60
| -0.7% | -$29.7K | 1.64% | 9 |
|
|
2023
Q4 | $4.48M | Sell |
8,506
-85
| -1% | -$44.8K | 1.88% | 7 |
|
|
2023
Q3 | $4.33M | Buy |
8,591
+241
| +3% | +$122K | 2.04% | 7 |
|
|
2023
Q2 | $4.01M | Buy |
8,350
+234
| +3% | +$112K | 1.82% | 7 |
|
|
2023
Q1 | $3.84M | Buy |
8,116
+337
| +4% | +$159K | 1.85% | 6 |
|
|
2022
Q4 | $4.12M | Buy |
7,779
+328
| +4% | +$174K | 2.12% | 5 |
|
|
2022
Q3 | $3.76M | Buy |
7,451
+257
| +4% | +$130K | 2.1% | 6 |
|
|
2022
Q2 | $3.7M | Buy |
7,194
+105
| +1% | +$53.9K | 1.97% | 8 |
|
|
2022
Q1 | $3.62M | Buy |
7,089
+60
| +0.9% | +$30.6K | 1.66% | 10 |
|
|
2021
Q4 | $3.53M | Buy |
7,029
+80
| +1% | +$40.2K | 1.54% | 11 |
|
|
2021
Q3 | $2.72M | Buy |
6,949
+28
| +0.4% | +$10.9K | 1.32% | 14 |
|
|
2021
Q2 | $2.77M | Buy |
6,921
+14
| +0.2% | +$5.61K | 1.34% | 12 |
|
|
2021
Q1 | $2.57M | Buy |
6,907
+275
| +4% | +$102K | 1.33% | 15 |
|
|
2020
Q4 | $2.33M | Sell |
6,632
-55
| -0.8% | -$19.3K | 1.22% | 16 |
|
|
2020
Q3 | $2.08M | Buy |
6,687
+77
| +1% | +$24K | 1.2% | 17 |
|
|
2020
Q2 | $1.95M | Buy |
6,610
+253
| +4% | +$74.6K | 1.27% | 21 |
|
|
2020
Q1 | $1.59M | Buy |
6,357
+30
| +0.5% | +$7.48K | 1.26% | 25 |
|
|
2019
Q4 | $1.86M | Buy |
6,327
+157
| +3% | +$46.2K | 1.05% | 26 |
|
|
2019
Q3 | $1.34M | Buy |
6,170
+232
| +4% | +$50.4K | 0.89% | 35 |
|
|
2019
Q2 | $1.45M | Buy |
5,938
+455
| +8% | +$111K | 0.99% | 33 |
|
|
2019
Q1 | $1.36M | Buy |
5,483
+133
| +2% | +$32.9K | 0.98% | 32 |
|
|
2018
Q4 | $1.33M | Buy |
+5,350
| New | +$1.33M | 1.12% | 27 |
|