TF
TLWM Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
2,677
-59
| -2% | -$18.4K | 0.16% | 48 |
|
|
2025
Q1 | $1.43M | Buy |
2,736
+28
| +1% | +$14.7K | 0.29% | 34 |
|
|
2024
Q4 | $1.37M | Buy |
2,708
+105
| +4% | +$53.1K | 0.27% | 32 |
|
|
2024
Q3 | $1.52M | Sell |
2,603
-86
| -3% | -$50.3K | 0.31% | 24 |
|
|
2024
Q2 | $1.37M | Buy |
2,689
+32
| +1% | +$16.3K | 0.29% | 26 |
|
|
2024
Q1 | $1.31M | Sell |
2,657
-38
| -1% | -$18.8K | 0.29% | 28 |
|
|
2023
Q4 | $1.42M | Sell |
2,695
-4
| -0.1% | -$2.11K | 0.34% | 21 |
|
|
2023
Q3 | $1.36M | Buy |
2,699
+89
| +3% | +$44.9K | 0.36% | 23 |
|
|
2023
Q2 | $1.25M | Buy |
2,610
+37
| +1% | +$17.8K | 0.36% | 23 |
|
|
2023
Q1 | $1.22M | Sell |
2,573
-15
| -0.6% | -$7.09K | 0.39% | 21 |
|
|
2022
Q4 | $1.37M | Sell |
2,588
-5,159
| -67% | -$2.74M | 0.5% | 17 |
|
|
2022
Q3 | $1.02M | Buy |
7,747
+5,292
| +216% | +$699K | 0.45% | 22 |
|
|
2022
Q2 | $1.27M | Sell |
2,455
-73
| -3% | -$37.6K | 0.48% | 14 |
|
|
2022
Q1 | $1.3M | Buy |
2,528
+108
| +4% | +$55.4K | 0.45% | 24 |
|
|
2021
Q4 | $1.22M | Buy |
2,420
+123
| +5% | +$61.8K | 0.41% | 25 |
|
|
2021
Q3 | $894K | Buy |
2,297
+85
| +4% | +$33.1K | 0.34% | 34 |
|
|
2021
Q2 | $878K | Buy |
2,212
+47
| +2% | +$18.7K | 0.31% | 35 |
|
|
2021
Q1 | $806K | Buy |
2,165
+94
| +5% | +$35K | 0.31% | 32 |
|
|
2020
Q4 | $726K | Buy |
2,071
+42
| +2% | +$14.7K | 0.29% | 33 |
|
|
2020
Q3 | $619K | Buy |
2,029
+87
| +4% | +$26.5K | 0.29% | 31 |
|
|
2020
Q2 | $570K | Sell |
1,942
-16
| -0.8% | -$4.7K | 0.34% | 33 |
|
|
2020
Q1 | $485K | Buy |
1,958
+16
| +0.8% | +$3.96K | 0.28% | 34 |
|
|
2019
Q4 | $569K | Sell |
1,942
-19
| -1% | -$5.57K | 0.27% | 37 |
|
|
2019
Q3 | $423K | Sell |
1,961
-50
| -2% | -$10.8K | 0.22% | 46 |
|
|
2019
Q2 | $495K | Buy |
+2,011
| New | +$495K | 0.28% | 38 |
|