Tower Bridge Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
23,448
-5,650
| -19% | -$1.76M | 0.79% | 40 |
|
|
2025
Q1 | $15.2M | Buy |
29,098
+441
| +2% | +$231K | 1.7% | 12 |
|
|
2024
Q4 | $14.5M | Sell |
28,657
-366
| -1% | -$185K | 1.54% | 14 |
|
|
2024
Q3 | $17M | Sell |
29,023
-170
| -0.6% | -$99.4K | 1.76% | 11 |
|
|
2024
Q2 | $14.9M | Buy |
29,193
+3,120
| +12% | +$1.59M | 1.65% | 14 |
|
|
2024
Q1 | $12.9M | Sell |
26,073
-5,250
| -17% | -$2.6M | 1.31% | 21 |
|
|
2023
Q4 | $16.5M | Sell |
31,323
-34
| -0.1% | -$17.9K | 1.42% | 19 |
|
|
2023
Q3 | $15.8M | Buy |
31,357
+10,784
| +52% | +$5.44M | 1.46% | 19 |
|
|
2023
Q2 | $9.89M | Buy |
20,573
+4,349
| +27% | +$2.09M | 0.91% | 32 |
|
|
2023
Q1 | $7.67M | Sell |
16,224
-63
| -0.4% | -$29.8K | 0.63% | 54 |
|
|
2022
Q4 | $8.64M | Sell |
16,287
-300
| -2% | -$159K | 0.72% | 42 |
|
|
2022
Q3 | $8.38M | Buy |
16,587
+83
| +0.5% | +$41.9K | 0.74% | 41 |
|
|
2022
Q2 | $8.48M | Buy |
16,504
+4,173
| +34% | +$2.14M | 0.69% | 48 |
|
|
2022
Q1 | $6.29M | Buy |
12,331
+665
| +6% | +$339K | 0.42% | 70 |
|
|
2021
Q4 | $5.86M | Buy |
11,666
+110
| +1% | +$55.2K | 0.36% | 78 |
|
|
2021
Q3 | $4.52M | Buy |
11,556
+270
| +2% | +$106K | 0.3% | 83 |
|
|
2021
Q2 | $4.52M | Buy |
11,286
+1,750
| +18% | +$701K | 0.3% | 83 |
|
|
2021
Q1 | $3.55M | Buy |
9,536
+1,865
| +24% | +$694K | 0.27% | 93 |
|
|
2020
Q4 | $2.69M | Buy |
+7,671
| New | +$2.69M | 0.22% | 96 |
|