TWM
Tolleson Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Hold |
2,942
| – | – | 0.16% | 46 |
|
|
2025
Q1 | $1.54M | Sell |
2,942
-412
| -12% | -$216K | 0.3% | 30 |
|
|
2024
Q4 | $1.7M | Buy |
3,354
+365
| +12% | +$185K | 0.35% | 27 |
|
|
2024
Q3 | $1.75M | Sell |
2,989
-25
| -0.8% | -$14.6K | 0.33% | 25 |
|
|
2024
Q2 | $1.54M | Buy |
3,014
+47
| +2% | +$23.9K | 0.3% | 33 |
|
|
2024
Q1 | $1.47M | Sell |
2,967
-73
| -2% | -$36.1K | 0.29% | 34 |
|
|
2023
Q4 | $1.6M | Buy |
3,040
+11
| +0.4% | +$5.79K | 0.33% | 32 |
|
|
2023
Q3 | $1.53M | Buy |
3,029
+87
| +3% | +$43.9K | 0.37% | 33 |
|
|
2023
Q2 | $1.41M | Hold |
2,942
| – | – | 0.34% | 37 |
|
|
2023
Q1 | $1.39M | Sell |
2,942
-20
| -0.7% | -$9.45K | 0.36% | 36 |
|
|
2022
Q4 | $1.57M | Buy |
2,962
+20
| +0.7% | +$10.6K | 0.43% | 30 |
|
|
2022
Q3 | $1.49M | Hold |
2,942
| – | – | 0.45% | 29 |
|
|
2022
Q2 | $1.51M | Hold |
2,942
| – | – | 0.43% | 28 |
|
|
2022
Q1 | $1.5M | Hold |
2,942
| – | – | 0.45% | 34 |
|
|
2021
Q4 | $1.48M | Hold |
2,942
| – | – | 0.4% | 34 |
|
|
2021
Q3 | $1.15M | Sell |
2,942
-326
| -10% | -$127K | 0.33% | 35 |
|
|
2021
Q2 | $1.31M | Hold |
3,268
| – | – | 0.35% | 34 |
|
|
2021
Q1 | $1.22M | Hold |
3,268
| – | – | 0.37% | 32 |
|
|
2020
Q4 | $1.15M | Hold |
3,268
| – | – | 0.38% | 31 |
|
|
2020
Q3 | $1.02M | Hold |
3,268
| – | – | 0.41% | 32 |
|
|
2020
Q2 | $964K | Hold |
3,268
| – | – | 0.42% | 32 |
|
|
2020
Q1 | $815K | Sell |
3,268
-395
| -11% | -$98.5K | 0.36% | 35 |
|
|
2019
Q4 | $1.08M | Buy |
3,663
+395
| +12% | +$116K | 0.52% | 26 |
|
|
2019
Q3 | $710K | Hold |
3,268
| – | – | 0.39% | 29 |
|
|
2019
Q2 | $797K | Hold |
3,268
| – | – | 0.55% | 20 |
|
|
2019
Q1 | $808K | Hold |
3,268
| – | – | 0.56% | 18 |
|
|
2018
Q4 | $814K | Buy |
+3,268
| New | +$814K | 0.48% | 21 |
|