TVWM
Tower View Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$8.26K | – | 205 |
|
|
2025
Q1 | $8.26K | Sell |
16
-5
| -24% | -$2.58K | ﹤0.01% | 134 |
|
|
2024
Q4 | $10.5K | Sell |
21
-623
| -97% | -$311K | 0.01% | 124 |
|
|
2024
Q3 | $377K | Sell |
644
-8,719
| -93% | -$5.1M | 0.21% | 50 |
|
|
2024
Q2 | $4.77M | Sell |
9,363
-113
| -1% | -$57.5K | 2.74% | 14 |
|
|
2024
Q1 | $4.69M | Sell |
9,476
-40
| -0.4% | -$19.8K | 2.74% | 12 |
|
|
2023
Q4 | $5.01M | Sell |
9,516
-44
| -0.5% | -$23.2K | 3.11% | 5 |
|
|
2023
Q3 | $4.82M | Sell |
9,560
-3
| -0% | -$1.51K | 3.39% | 4 |
|
|
2023
Q2 | $4.6M | Sell |
9,563
-686
| -7% | -$330K | 3.12% | 7 |
|
|
2023
Q1 | $4.84M | Sell |
10,249
-5
| -0% | -$2.36K | 3.26% | 6 |
|
|
2022
Q4 | $5.44M | Sell |
10,254
-103
| -1% | -$54.6K | 3.78% | 4 |
|
|
2022
Q3 | $5.23M | Sell |
10,357
-55
| -0.5% | -$27.8K | 3.98% | 2 |
|
|
2022
Q2 | $5.35M | Sell |
10,412
-338
| -3% | -$174K | 3.93% | 1 |
|
|
2022
Q1 | $5.48M | Buy |
10,750
+29
| +0.3% | +$14.8K | 2.95% | 5 |
|
|
2021
Q4 | $5.38M | Buy |
10,721
+153
| +1% | +$76.8K | 2.74% | 7 |
|
|
2021
Q3 | $4.13M | Buy |
10,568
+363
| +4% | +$142K | 2.29% | 17 |
|
|
2021
Q2 | $4.09M | Sell |
10,205
-71
| -0.7% | -$28.4K | 2.07% | 19 |
|
|
2021
Q1 | $3.82M | Buy |
10,276
+376
| +4% | +$140K | 2.09% | 18 |
|
|
2020
Q4 | $3.47M | Buy |
9,900
+294
| +3% | +$103K | 1.97% | 22 |
|
|
2020
Q3 | $3M | Buy |
9,606
+121
| +1% | +$37.7K | 1.95% | 22 |
|
|
2020
Q2 | $2.8M | Buy |
9,485
+439
| +5% | +$130K | 2.05% | 20 |
|
|
2020
Q1 | $2.26M | Buy |
9,046
+88
| +1% | +$21.9K | 2.04% | 22 |
|
|
2019
Q4 | $2.63M | Sell |
8,958
-203
| -2% | -$59.7K | 2% | 21 |
|
|
2019
Q3 | $1.99M | Buy |
9,161
+292
| +3% | +$63.5K | 1.64% | 30 |
|
|
2019
Q2 | $2.16M | Buy |
8,869
+490
| +6% | +$120K | 1.85% | 25 |
|
|
2019
Q1 | $2.07M | Buy |
8,379
+399
| +5% | +$98.7K | 1.84% | 28 |
|
|
2018
Q4 | $1.99M | Buy |
7,980
+174
| +2% | +$43.3K | 2.05% | 24 |
|
|
2018
Q3 | $2.08M | Buy |
7,806
+588
| +8% | +$156K | 1.82% | 20 |
|
|
2018
Q2 | $1.77M | Buy |
+7,218
| New | +$1.77M | 1.67% | 25 |
|