Tilson Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-393
| Closed | -$230K | – | 77 |
|
|
2024
Q3 | $230K | Buy |
+393
| New | +$230K | 0.1% | 68 |
|
|
2024
Q1 | – | Sell |
-390
| Closed | -$205K | – | 70 |
|
|
2023
Q4 | $205K | Sell |
390
-30
| -7% | -$15.8K | 0.13% | 63 |
|
|
2023
Q3 | $212K | Sell |
420
-7
| -2% | -$3.53K | 0.17% | 58 |
|
|
2023
Q2 | $205K | Sell |
427
-4
| -0.9% | -$1.92K | 0.35% | 28 |
|
|
2023
Q1 | $204K | Buy |
431
+11
| +3% | +$5.21K | 0.17% | 58 |
|
|
2022
Q4 | $223K | Buy |
+420
| New | +$223K | 0.19% | 57 |
|