Transamerica Financial Advisors’s UnitedHealth UNH Stock Holding History

Transamerica Financial Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Buy	6,364 +2,193	+53%	+$653K	0.15%	143
2025 Q4	$1.38M	Buy	4,171 +735	+21%	+$249K	0.12%	162
2025 Q3	$1.19M	Sell	3,436 -103	-3%	-$31.2K	0.1%	150
2025 Q2	$1.1M	Buy	3,539 +799	+29%	+$305K	0.1%	138
2025 Q1	$1.44M	Sell	2,740 -65	-2%	-$33.2K	0.15%	130
2024 Q4	$1.42M	Sell	2,805 -215	-7%	-$122K	0.14%	124
2024 Q3	$1.77M	Sell	3,020 -5,618	-65%	-$3.18M	0.17%	116
2024 Q2	$4.4M	Hold	8,638	–	–	0.47%	57
2024 Q1	$4.27M	Buy	8,638 +7,835	+976%	+$3.98M	0.43%	69
2023 Q4	$423K	Buy	803 +413	+106%	+$220K	0.06%	186
2023 Q3	$197K	Buy	390 +82	+27%	+$40.4K	0.03%	222
2023 Q2	$148K	Hold	308	–	–	0.02%	238
2023 Q1	$146K	Hold	308	–	–	0.02%	243
2022 Q4	$164K	Sell	308 -12	-4%	-$6.36K	0.02%	232
2022 Q3	$162K	Buy	320 +12	+4%	+$6.31K	0.02%	228
2022 Q2	$159K	Buy	+308	New	+$155K	0.02%	229
2020 Q4	–	Sell	-3	Closed	-$1K	–	200
2020 Q3	$1K	Sell	3 -1,256	-100%	-$386K	0.02%	180
2020 Q2	$372K	Buy	1,259 +1,258	+125,800%	+$360K	0.08%	119
2020 Q1	$1K	Hold	1	–	–	0.02%	113
2019 Q4	$1K	Buy	+1	New	+$262	0.01%	125
2019 Q3	–	Sell	-4,388	Closed	-$1.07M	–	493
2019 Q2	$1.07M	Buy	+4,388	New	+$1.06M	0.23%	86
2019 Q1	–	Sell	-3,410	Closed	-$850K	–	429
2018 Q4	$850K	Sell	3,410 -457	-12%	-$121K	0.22%	81
2018 Q3	$1.03M	Sell	3,867 -135	-3%	-$35.1K	0.22%	95
2018 Q2	$982K	Sell	4,002 -23,739	-86%	-$5.7M	0.22%	91
2018 Q1	$5.94M	Sell	27,741 -1,394	-5%	-$318K	0.88%	37
2017 Q4	$6.42M	Sell	29,135 -465	-2%	-$98.5K	0.85%	40
2017 Q3	$5.8M	Sell	29,600 -831	-3%	-$161K	0.72%	51
2017 Q2	$5.64M	Buy	30,431 +1,899	+7%	+$333K	0.77%	45
2017 Q1	$4.68M	Sell	28,532 -63	-0.2%	-$10.3K	0.56%	59
2016 Q4	$4.58M	Buy	28,595 +326	+1%	+$48.7K	0.55%	63
2016 Q3	$3.96M	Buy	28,269 +2,543	+10%	+$356K	0.43%	70
2016 Q2	$3.63M	Sell	25,726 -200	-0.8%	-$26.7K	0.37%	74
2016 Q1	$3.34M	Buy	25,926 +2,157	+9%	+$255K	0.28%	83
2015 Q4	$2.8M	Buy	23,769 +1,566	+7%	+$183K	0.21%	93
2015 Q3	$2.58M	Buy	22,203 +763	+4%	+$91.3K	0.21%	89
2015 Q2	$2.62M	Buy	21,440 +1,151	+6%	+$136K	0.19%	105
2015 Q1	$2.4M	Sell	20,289 -3,071	-13%	-$341K	0.17%	113
2014 Q4	$2.36M	Sell	23,360 -12,357	-35%	-$1.17M	0.19%	78
2014 Q3	$3.08M	Buy	35,717 +389	+1%	+$32.9K	0.28%	53
2014 Q2	$2.89M	Buy	35,328 +2,102	+6%	+$165K	0.25%	58
2014 Q1	$2.73M	Buy	33,226 +3,312	+11%	+$249K	0.27%	51
2013 Q4	$2.25M	Buy	29,914 +29,071	+3,449%	+$2.09M	0.24%	58
2013 Q3	$61K	Buy	843 +199	+31%	+$14.2K	0.01%	303
2013 Q2	$43K	Buy	+644	New	+$40.1K	0.01%	297