Tradewinds LLC’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 |
-13,271
| Closed | -$6.95M | – | 239 |
|
|
2025
Q1 | $6.95M | Sell |
13,271
-103
| -0.8% | -$53.9K | 1.96% | 15 |
|
|
2024
Q4 | $7.13M | Sell |
13,374
-606
| -4% | -$323K | 1.98% | 13 |
|
|
2024
Q3 | $8.17M | Buy |
13,980
+6
| +0% | +$3.51K | 2.52% | 9 |
|
|
2024
Q2 | $7.12M | Sell |
13,974
-12,294
| -47% | -$6.26M | 2.19% | 10 |
|
|
2024
Q1 | $13.1M | Buy |
+26,268
| New | +$13.1M | 6.28% | 2 |
|
|
2023
Q3 | $10.9M | Sell |
21,624
-72
| -0.3% | -$36.3K | 6.4% | 1 |
|
|
2023
Q2 | $10.4M | Buy |
21,696
+296
| +1% | +$142K | 6.14% | 2 |
|
|
2023
Q1 | $10.1M | Buy |
+21,400
| New | +$10.1M | 6.13% | 1 |
|
|
2022
Q4 | – | Sell |
-21,337
| Closed | -$10.8M | – | 200 |
|
|
2022
Q3 | $10.8M | Buy |
21,337
+54
| +0.3% | +$27.3K | 7.83% | 1 |
|
|
2022
Q2 | $10.9M | Buy |
+21,283
| New | +$10.9M | 7.43% | 1 |
|
|
2021
Q4 | $11.5M | Buy |
+21,767
| New | +$11.5M | 13.53% | 1 |
|