Tower Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$506K Sell
2024
Q4
$556K Buy
2024
Q3
$606K Sell
2024
Q2
$533K Sell
2024
Q1
$519K Buy
2023
Q4
$513K Sell
2023
Q3
$494K Buy
2023
Q2
$464K Sell
2023
Q1
$459K Sell
2022
Q4
$639K Sell
2022
Q3
$687K Sell
2022
Q2
$643K Sell
2022
Q1
$658K Sell
2021
Q4
$672K Sell
2021
Q3
$532K Buy
2021
Q2
$503K Buy
2021
Q1
$454K Buy
2020
Q4
$342K Buy