TF
Tompkins Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,493
-600
| -29% | -$187K | 0.04% | 123 |
|
|
2025
Q1 | $1.1M | Sell |
2,093
-1
| -0% | -$524 | 0.1% | 94 |
|
|
2024
Q4 | $1.06M | Buy |
2,094
+367
| +21% | +$186K | 0.1% | 87 |
|
|
2024
Q3 | $1.01M | Buy |
1,727
+49
| +3% | +$28.6K | 0.1% | 87 |
|
|
2024
Q2 | $855K | Hold |
1,678
| – | – | 0.09% | 97 |
|
|
2024
Q1 | $830K | Hold |
1,678
| – | – | 0.09% | 99 |
|
|
2023
Q4 | $883K | Hold |
1,678
| – | – | 0.11% | 91 |
|
|
2023
Q3 | $846K | Buy |
1,678
+252
| +18% | +$127K | 0.13% | 86 |
|
|
2023
Q2 | $685K | Sell |
1,426
-11
| -0.8% | -$5.29K | 0.11% | 102 |
|
|
2023
Q1 | $679K | Hold |
1,437
| – | – | 0.11% | 103 |
|
|
2022
Q4 | $762K | Sell |
1,437
-3
| -0.2% | -$1.59K | 0.12% | 95 |
|
|
2022
Q3 | $727K | Buy |
1,440
+175
| +14% | +$88.4K | 0.12% | 95 |
|
|
2022
Q2 | $650K | Buy |
1,265
+250
| +25% | +$128K | 0.1% | 103 |
|
|
2022
Q1 | $518K | Buy |
1,015
+1,000
| +6,667% | +$510K | 0.07% | 123 |
|
|
2021
Q4 | $8K | Sell |
15
-66
| -81% | -$35.2K | ﹤0.01% | 295 |
|
|
2021
Q3 | $32K | Buy |
+81
| New | +$32K | 0.01% | 257 |
|
|
2021
Q1 | $99K | Hold |
268
| – | – | 0.02% | 188 |
|
|
2020
Q4 | $94K | Sell |
268
-2,789
| -91% | -$978K | 0.02% | 187 |
|
|
2020
Q3 | $954K | Buy |
3,057
+39
| +1% | +$12.2K | 0.18% | 75 |
|
|
2020
Q2 | $890K | Sell |
3,018
-49
| -2% | -$14.5K | 0.19% | 76 |
|
|
2020
Q1 | $765K | Hold |
3,067
| – | – | 0.18% | 77 |
|
|
2019
Q4 | $901K | Sell |
3,067
-768
| -20% | -$226K | 0.17% | 83 |
|
|
2019
Q3 | $833K | Hold |
3,835
| – | – | 0.17% | 84 |
|
|
2019
Q2 | $936K | Sell |
3,835
-416
| -10% | -$102K | 0.19% | 81 |
|
|
2019
Q1 | $1.05M | Hold |
4,251
| – | – | 0.2% | 78 |
|
|
2018
Q4 | $1.06M | Sell |
4,251
-308
| -7% | -$76.7K | 0.23% | 77 |
|
|
2018
Q3 | $1.21M | Sell |
4,559
-721
| -14% | -$192K | 0.25% | 77 |
|
|
2018
Q2 | $1.3M | Sell |
5,280
-400
| -7% | -$98.2K | 0.28% | 70 |
|
|
2018
Q1 | $1.22M | Buy |
5,680
+1,085
| +24% | +$232K | 0.27% | 73 |
|
|
2017
Q4 | $1.01M | Sell |
4,595
-210
| -4% | -$46.3K | 0.23% | 76 |
|
|
2017
Q3 | $941K | Buy |
4,805
+155
| +3% | +$30.4K | 0.22% | 81 |
|
|
2017
Q2 | $862K | Sell |
4,650
-25
| -0.5% | -$4.63K | 0.22% | 80 |
|
|
2017
Q1 | $766K | Hold |
4,675
| – | – | 0.19% | 84 |
|
|
2016
Q4 | $748K | Sell |
4,675
-485
| -9% | -$77.6K | 0.2% | 83 |
|
|
2016
Q3 | $723K | Sell |
5,160
-2,480
| -32% | -$347K | 0.21% | 80 |
|
|
2016
Q2 | $1.08M | Buy |
7,640
+525
| +7% | +$74.1K | 0.32% | 65 |
|
|
2016
Q1 | $917K | Sell |
7,115
-55
| -0.8% | -$7.09K | 0.29% | 74 |
|
|
2015
Q4 | $844K | Buy |
7,170
+490
| +7% | +$57.7K | 0.27% | 82 |
|
|
2015
Q3 | $775K | Buy |
6,680
+1,389
| +26% | +$161K | 0.25% | 79 |
|
|
2015
Q2 | $646K | Sell |
5,291
-100
| -2% | -$12.2K | 0.18% | 93 |
|
|
2015
Q1 | $638K | Buy |
5,391
+276
| +5% | +$32.7K | 0.16% | 97 |
|
|
2014
Q4 | $517K | Buy |
5,115
+410
| +9% | +$41.4K | 0.13% | 111 |
|
|
2014
Q3 | $406K | Hold |
4,705
| – | – | 0.11% | 124 |
|
|
2014
Q2 | $385K | Hold |
4,705
| – | – | 0.1% | 130 |
|
|
2014
Q1 | $386K | Hold |
4,705
| – | – | 0.1% | 127 |
|
|
2013
Q4 | $354K | Buy |
4,705
+435
| +10% | +$32.7K | 0.09% | 130 |
|
|
2013
Q3 | $306K | Buy |
4,270
+330
| +8% | +$23.6K | 0.09% | 131 |
|
|
2013
Q2 | $258K | Buy |
+3,940
| New | +$258K | 0.08% | 137 |
|