Tranquility Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Sell |
4,877
-166
| -3% | -$49.4K | 0.5% | 53 |
|
|
2025
Q4 | $1.66M | Sell |
5,043
-519
| -9% | -$176K | 0.6% | 42 |
|
|
2025
Q3 | $1.92M | Sell |
5,562
-3,053
| -35% | -$923K | 0.65% | 37 |
|
|
2025
Q2 | $2.69M | Sell |
8,615
-349
| -4% | -$133K | 0.96% | 21 |
|
|
2025
Q1 | $4.69M | Buy |
8,964
+177
| +2% | +$90.5K | 1.81% | 12 |
|
|
2024
Q4 | $4.46M | Sell |
8,787
-488
| -5% | -$277K | 1.68% | 14 |
|
|
2024
Q3 | $5.42M | Sell |
9,275
-41
| -0.4% | -$23.2K | 1.97% | 9 |
|
|
2024
Q2 | $4.75M | Sell |
9,316
-121
| -1% | -$59.3K | 1.83% | 11 |
|
|
2024
Q1 | $4.67M | Sell |
9,437
-10
| -0.1% | -$5.08K | 1.8% | 11 |
|
|
2023
Q4 | $4.97M | Sell |
9,447
-956
| -9% | -$510K | 2.09% | 6 |
|
|
2023
Q3 | $5.25M | Buy |
10,403
+832
| +9% | +$409K | 2.25% | 6 |
|
|
2023
Q2 | $4.6M | Buy |
9,571
+72
| +0.8% | +$35.2K | 1.98% | 8 |
|
|
2023
Q1 | $4.49M | Buy |
9,499
+54
| +0.6% | +$26.1K | 2.14% | 6 |
|
|
2022
Q4 | $5.01M | Buy |
9,445
+226
| +2% | +$120K | 2.55% | 5 |
|
|
2022
Q3 | $4.66M | Buy |
9,219
+3
| +0% | +$1.58K | 2.59% | 5 |
|
|
2022
Q2 | $4.73M | Buy |
9,216
+476
| +5% | +$239K | 2.45% | 4 |
|
|
2022
Q1 | $4.46M | Buy |
8,740
+162
| +2% | +$78.1K | 2.09% | 6 |
|
|
2021
Q4 | $4.31M | Buy |
8,578
+3
| +0% | +$1.36K | 1.99% | 8 |
|
|
2021
Q3 | $3.35M | Buy |
8,575
+100
| +1% | +$41.4K | 1.7% | 9 |
|
|
2021
Q2 | $3.39M | Sell |
8,475
-137
| -2% | -$54.6K | 1.91% | 10 |
|
|
2021
Q1 | $3.2M | Sell |
8,612
-77
| -0.9% | -$26.7K | 1.99% | 6 |
|
|
2020
Q4 | $3.05M | Buy |
8,689
+420
| +5% | +$141K | 2.15% | 5 |
|
|
2020
Q3 | $2.58M | Sell |
8,269
-192
| -2% | -$59K | 2.19% | 6 |
|
|
2020
Q2 | $2.5M | Buy |
8,461
+201
| +2% | +$57.6K | 2.35% | 5 |
|
|
2020
Q1 | $2.06M | Buy |
8,260
+286
| +4% | +$78.7K | 2.37% | 7 |
|
|
2019
Q4 | $2.34M | Buy |
7,974
+3,049
| +62% | +$798K | 2.12% | 7 |
|
|
2019
Q3 | $1.07M | Sell |
4,925
-566
| -10% | -$137K | 1.13% | 26 |
|
|
2019
Q2 | $1.34M | Buy |
+5,491
| New | +$1.32M | 1.44% | 18 |
|
Other funds holding UNH
VCM
VPM
