TFA
Toth Financial Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Buy |
21,575
+1,780
| +9% | +$555K | 0.79% | 50 |
|
|
2025
Q1 | $10.4M | Sell |
19,795
-409
| -2% | -$214K | 1.25% | 22 |
|
|
2024
Q4 | $10.2M | Buy |
20,204
+203
| +1% | +$103K | 1.2% | 20 |
|
|
2024
Q3 | $11.7M | Sell |
20,001
-9
| -0% | -$5.26K | 1.38% | 14 |
|
|
2024
Q2 | $10.2M | Sell |
20,010
-14
| -0.1% | -$7.13K | 1.3% | 18 |
|
|
2024
Q1 | $9.91M | Buy |
20,024
+302
| +2% | +$149K | 1.24% | 24 |
|
|
2023
Q4 | $10.4M | Buy |
19,722
+340
| +2% | +$179K | 1.41% | 17 |
|
|
2023
Q3 | $9.77M | Buy |
19,382
+241
| +1% | +$122K | 1.49% | 14 |
|
|
2023
Q2 | $9.2M | Sell |
19,141
-138
| -0.7% | -$66.3K | 1.33% | 21 |
|
|
2023
Q1 | $9.11M | Sell |
19,279
-315
| -2% | -$149K | 1.42% | 17 |
|
|
2022
Q4 | $10.4M | Buy |
19,594
+99
| +0.5% | +$52.5K | 1.69% | 11 |
|
|
2022
Q3 | $9.85M | Buy |
19,495
+969
| +5% | +$489K | 1.78% | 10 |
|
|
2022
Q2 | $9.52M | Buy |
18,526
+399
| +2% | +$205K | 1.66% | 13 |
|
|
2022
Q1 | $9.24M | Buy |
18,127
+143
| +0.8% | +$72.9K | 1.38% | 16 |
|
|
2021
Q4 | $9.03M | Sell |
17,984
-256
| -1% | -$129K | 1.23% | 24 |
|
|
2021
Q3 | $7.13M | Buy |
18,240
+771
| +4% | +$301K | 1.08% | 32 |
|
|
2021
Q2 | $7M | Buy |
17,469
+211
| +1% | +$84.5K | 1.07% | 29 |
|
|
2021
Q1 | $6.42M | Buy |
17,258
+527
| +3% | +$196K | 1.02% | 31 |
|
|
2020
Q4 | $5.87M | Buy |
16,731
+574
| +4% | +$201K | 1.01% | 33 |
|
|
2020
Q3 | $5.04M | Buy |
16,157
+1,215
| +8% | +$379K | 0.97% | 37 |
|
|
2020
Q2 | $4.41M | Buy |
14,942
+5,035
| +51% | +$1.49M | 0.95% | 38 |
|
|
2020
Q1 | $2.47M | Buy |
9,907
+3,198
| +48% | +$798K | 0.71% | 54 |
|
|
2019
Q4 | $1.97M | Buy |
6,709
+5,455
| +435% | +$1.6M | 0.4% | 68 |
|
|
2019
Q3 | $273K | Buy |
1,254
+872
| +228% | +$190K | 0.06% | 150 |
|
|
2019
Q2 | $93K | Hold |
382
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $94K | Hold |
382
| – | – | 0.02% | 177 |
|
|
2018
Q4 | $95K | Hold |
382
| – | – | 0.03% | 144 |
|
|
2018
Q3 | $102K | Hold |
382
| – | – | 0.02% | 176 |
|
|
2018
Q2 | $94K | Hold |
382
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $82K | Sell |
382
-109
| -22% | -$23.4K | 0.02% | 180 |
|
|
2017
Q4 | $108K | Buy |
+491
| New | +$108K | 0.03% | 165 |
|