TWM
Tradition Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
17,502
+1,268
| +8% | +$396K | 0.44% | 59 |
|
|
2025
Q1 | $8.5M | Buy |
16,234
+24
| +0.1% | +$12.6K | 0.75% | 35 |
|
|
2024
Q4 | $8.2M | Sell |
16,210
-186
| -1% | -$94.1K | 0.72% | 37 |
|
|
2024
Q3 | $9.59M | Sell |
16,396
-384
| -2% | -$225K | 0.85% | 31 |
|
|
2024
Q2 | $8.55M | Buy |
16,780
+154
| +0.9% | +$78.4K | 0.83% | 32 |
|
|
2024
Q1 | $8.22M | Buy |
16,626
+558
| +3% | +$276K | 0.83% | 33 |
|
|
2023
Q4 | $8.46M | Sell |
16,068
-573
| -3% | -$302K | 0.89% | 31 |
|
|
2023
Q3 | $8.39M | Buy |
16,641
+378
| +2% | +$191K | 1% | 27 |
|
|
2023
Q2 | $7.82M | Buy |
16,263
+1,014
| +7% | +$487K | 0.91% | 27 |
|
|
2023
Q1 | $7.21M | Buy |
15,249
+2,789
| +22% | +$1.32M | 0.9% | 28 |
|
|
2022
Q4 | $6.61M | Sell |
12,460
-1,010
| -7% | -$535K | 0.93% | 29 |
|
|
2022
Q3 | $6.8M | Buy |
13,470
+615
| +5% | +$311K | 1.02% | 27 |
|
|
2022
Q2 | $6.6M | Buy |
12,855
+255
| +2% | +$131K | 0.96% | 29 |
|
|
2022
Q1 | $6.43M | Buy |
12,600
+178
| +1% | +$90.8K | 0.82% | 35 |
|
|
2021
Q4 | $6.24M | Buy |
12,422
+79
| +0.6% | +$39.7K | 0.78% | 37 |
|
|
2021
Q3 | $4.82M | Buy |
12,343
+469
| +4% | +$183K | 0.69% | 40 |
|
|
2021
Q2 | $4.76M | Buy |
11,874
+1,103
| +10% | +$442K | 0.71% | 41 |
|
|
2021
Q1 | $4.01M | Buy |
10,771
+765
| +8% | +$285K | 0.69% | 45 |
|
|
2020
Q4 | $3.51M | Buy |
+10,006
| New | +$3.51M | 0.68% | 43 |
|