Transatlantique Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,009
-1,798
| -64% | -$561K | 0.12% | 185 |
|
|
2025
Q1 | $1.47M | Buy |
2,807
+144
| +5% | +$75.4K | 0.59% | 46 |
|
|
2024
Q4 | $1.35M | Sell |
2,663
-754
| -22% | -$381K | 0.51% | 57 |
|
|
2024
Q3 | $2M | Buy |
3,417
+823
| +32% | +$481K | 0.76% | 30 |
|
|
2024
Q2 | $1.29M | Buy |
2,594
+234
| +10% | +$116K | 0.53% | 52 |
|
|
2024
Q1 | $1.17M | Sell |
2,360
-19
| -0.8% | -$9.4K | 0.51% | 62 |
|
|
2023
Q4 | $1.25M | Sell |
2,379
-295
| -11% | -$155K | 0.58% | 50 |
|
|
2023
Q3 | $1.35M | Buy |
2,674
+5
| +0.2% | +$2.52K | 0.72% | 35 |
|
|
2023
Q2 | $1.28M | Buy |
2,669
+71
| +3% | +$34.1K | 0.67% | 38 |
|
|
2023
Q1 | $1.23M | Buy |
2,598
+244
| +10% | +$115K | 0.68% | 39 |
|
|
2022
Q4 | $1.25M | Buy |
2,354
+30
| +1% | +$15.9K | 0.75% | 35 |
|
|
2022
Q3 | $1.18M | Buy |
2,324
+719
| +45% | +$364K | 0.79% | 35 |
|
|
2022
Q2 | $824K | Buy |
+1,605
| New | +$824K | 0.57% | 59 |
|