Tower Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-966
| Closed | -$506K | – | 92 |
|
|
2025
Q1 | $506K | Sell |
966
-133
| -12% | -$69.7K | 0.27% | 37 |
|
|
2024
Q4 | $556K | Buy |
1,099
+62
| +6% | +$31.4K | 0.29% | 31 |
|
|
2024
Q3 | $606K | Sell |
1,037
-10
| -1% | -$5.85K | 0.35% | 28 |
|
|
2024
Q2 | $533K | Sell |
1,047
-3
| -0.3% | -$1.53K | 0.33% | 29 |
|
|
2024
Q1 | $519K | Buy |
1,050
+75
| +8% | +$37.1K | 0.34% | 33 |
|
|
2023
Q4 | $513K | Sell |
975
-4
| -0.4% | -$2.11K | 0.36% | 32 |
|
|
2023
Q3 | $494K | Buy |
979
+14
| +1% | +$7.06K | 0.41% | 32 |
|
|
2023
Q2 | $464K | Sell |
965
-7
| -0.7% | -$3.36K | 0.37% | 33 |
|
|
2023
Q1 | $459K | Sell |
972
-234
| -19% | -$111K | 0.38% | 32 |
|
|
2022
Q4 | $639K | Sell |
1,206
-32
| -3% | -$17K | 0.56% | 22 |
|
|
2022
Q3 | $687K | Sell |
1,238
-13
| -1% | -$7.21K | 0.65% | 20 |
|
|
2022
Q2 | $643K | Sell |
1,251
-40
| -3% | -$20.6K | 0.85% | 17 |
|
|
2022
Q1 | $658K | Sell |
1,291
-47
| -4% | -$24K | 0.71% | 19 |
|
|
2021
Q4 | $672K | Sell |
1,338
-24
| -2% | -$12.1K | 0.68% | 18 |
|
|
2021
Q3 | $532K | Buy |
1,362
+105
| +8% | +$41K | 0.56% | 22 |
|
|
2021
Q2 | $503K | Buy |
1,257
+37
| +3% | +$14.8K | 0.55% | 26 |
|
|
2021
Q1 | $454K | Buy |
1,220
+245
| +25% | +$91.2K | 0.59% | 29 |
|
|
2020
Q4 | $342K | Buy |
+975
| New | +$342K | 0.39% | 28 |
|