TFO Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-59
| Closed | -$29.2K | – | 706 |
|
|
2024
Q1 | $29.2K | Sell |
59
-6
| -9% | -$2.97K | 0.01% | 71 |
|
|
2023
Q4 | $34.2K | Sell |
65
-705
| -92% | -$371K | 0.01% | 64 |
|
|
2023
Q3 | $370K | Buy |
770
+6
| +0.8% | +$2.88K | 0.08% | 32 |
|
|
2023
Q2 | $367K | Buy |
764
+104
| +16% | +$50K | 0.08% | 30 |
|
|
2023
Q1 | $312K | Buy |
660
+653
| +9,329% | +$309K | 0.07% | 32 |
|
|
2022
Q4 | $1.95K | Sell |
7
-594
| -99% | -$165K | ﹤0.01% | 260 |
|
|
2022
Q3 | $304K | Sell |
601
-80
| -12% | -$40.5K | 0.08% | 31 |
|
|
2022
Q2 | $350K | Sell |
681
-41
| -6% | -$21.1K | 0.08% | 31 |
|
|
2022
Q1 | $368K | Sell |
722
-45
| -6% | -$22.9K | 0.07% | 31 |
|
|
2021
Q4 | $367K | Buy |
767
+67
| +10% | +$32.1K | 0.07% | 28 |
|
|
2021
Q3 | $274K | Hold |
700
| – | – | 0.05% | 32 |
|
|
2021
Q2 | $279K | Hold |
700
| – | – | 0.06% | 27 |
|
|
2021
Q1 | $260K | Hold |
700
| – | – | 0.08% | 30 |
|
|
2020
Q4 | $245K | Sell |
700
-732
| -51% | -$256K | 0.08% | 28 |
|
|
2020
Q3 | $446K | Sell |
1,432
-18
| -1% | -$5.61K | 0.17% | 19 |
|
|
2020
Q2 | $428K | Buy |
1,450
+40
| +3% | +$11.8K | 0.17% | 20 |
|
|
2020
Q1 | $351K | Hold |
1,410
| – | – | 0.15% | 25 |
|
|
2019
Q4 | $414K | Buy |
+1,410
| New | +$414K | 0.38% | 22 |
|