Tidemark’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Sell |
126
-725
| -85% | -$226K | 0.01% | 273 |
|
|
2025
Q1 | $446K | Buy |
851
+93
| +12% | +$48.7K | 0.16% | 71 |
|
|
2024
Q4 | $383K | Sell |
758
-111
| -13% | -$56.1K | 0.15% | 76 |
|
|
2024
Q3 | $508K | Buy |
869
+1
| +0.1% | +$585 | 0.21% | 66 |
|
|
2024
Q2 | $442K | Buy |
868
+10
| +1% | +$5.09K | 0.2% | 70 |
|
|
2024
Q1 | $424K | Buy |
858
+199
| +30% | +$98.4K | 0.24% | 79 |
|
|
2023
Q4 | $347K | Buy |
+659
| New | +$347K | 0.22% | 75 |
|