Towerpoint Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
678
-35
| -5% | -$10.9K | 0.09% | 88 |
|
|
2025
Q1 | $373K | Sell |
713
-132
| -16% | -$69.1K | 0.19% | 60 |
|
|
2024
Q4 | $427K | Sell |
845
-60
| -7% | -$30.4K | 0.21% | 53 |
|
|
2024
Q3 | $529K | Hold |
905
| – | – | 0.25% | 51 |
|
|
2024
Q2 | $461K | Sell |
905
-6
| -0.7% | -$3.06K | 0.23% | 53 |
|
|
2024
Q1 | $451K | Buy |
911
+28
| +3% | +$13.9K | 0.23% | 53 |
|
|
2023
Q4 | $465K | Sell |
883
-1
| -0.1% | -$526 | 0.25% | 52 |
|
|
2023
Q3 | $446K | Sell |
884
-4
| -0.5% | -$2.02K | 0.26% | 55 |
|
|
2023
Q2 | $427K | Buy |
888
+28
| +3% | +$13.5K | 0.24% | 56 |
|
|
2023
Q1 | $406K | Sell |
860
-299
| -26% | -$141K | 0.23% | 61 |
|
|
2022
Q4 | $614K | Buy |
1,159
+24
| +2% | +$12.7K | 0.35% | 46 |
|
|
2022
Q3 | $573K | Hold |
1,135
| – | – | 0.35% | 46 |
|
|
2022
Q2 | $583K | Sell |
1,135
-17
| -1% | -$8.73K | 0.35% | 50 |
|
|
2022
Q1 | $587K | Buy |
1,152
+13
| +1% | +$6.62K | 0.29% | 50 |
|
|
2021
Q4 | $572K | Hold |
1,139
| – | – | 0.27% | 46 |
|
|
2021
Q3 | $445K | Sell |
1,139
-50
| -4% | -$19.5K | 0.22% | 50 |
|
|
2021
Q2 | $476K | Buy |
1,189
+47
| +4% | +$18.8K | 0.24% | 48 |
|
|
2021
Q1 | $425K | Sell |
1,142
-98
| -8% | -$36.5K | 0.2% | 52 |
|
|
2020
Q4 | $435K | Buy |
1,240
+4
| +0.3% | +$1.4K | 0.22% | 46 |
|
|
2020
Q3 | $385K | Buy |
1,236
+89
| +8% | +$27.7K | 0.21% | 43 |
|
|
2020
Q2 | $338K | Buy |
+1,147
| New | +$338K | 0.21% | 47 |
|