TCM
Tran Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,875
| Closed | -$10.1M | – | 67 |
|
|
2024
Q4 | $10.1M | Buy |
19,875
+575
| +3% | +$291K | 1.14% | 24 |
|
|
2024
Q3 | $11.3M | Sell |
19,300
-169
| -0.9% | -$98.8K | 1.22% | 26 |
|
|
2024
Q2 | $9.91M | Buy |
19,469
+4,660
| +31% | +$2.37M | 1.15% | 23 |
|
|
2024
Q1 | $7.33M | Buy |
+14,809
| New | +$7.33M | 0.82% | 26 |
|