TCA
Transcend Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
3,351
-514
| -13% | -$160K | 0.08% | 224 |
|
|
2025
Q1 | $2.02M | Sell |
3,865
-1,991
| -34% | -$1.04M | 0.15% | 161 |
|
|
2024
Q4 | $2.96M | Sell |
5,856
-2,658
| -31% | -$1.34M | 0.21% | 114 |
|
|
2024
Q3 | $4.98M | Sell |
8,514
-1,698
| -17% | -$993K | 0.33% | 69 |
|
|
2024
Q2 | $5.2M | Buy |
10,212
+948
| +10% | +$483K | 0.38% | 60 |
|
|
2024
Q1 | $4.58M | Buy |
9,264
+913
| +11% | +$452K | 0.37% | 62 |
|
|
2023
Q4 | $4.4M | Buy |
8,351
+179
| +2% | +$94.2K | 0.39% | 58 |
|
|
2023
Q3 | $4.12M | Sell |
8,172
-1,588
| -16% | -$801K | 0.4% | 52 |
|
|
2023
Q2 | $4.69M | Buy |
9,760
+2,844
| +41% | +$1.37M | 0.45% | 48 |
|
|
2023
Q1 | $3.27M | Buy |
6,916
+946
| +16% | +$447K | 0.34% | 65 |
|
|
2022
Q4 | $3.17M | Sell |
5,970
-305
| -5% | -$162K | 0.34% | 69 |
|
|
2022
Q3 | $3.17M | Sell |
6,275
-36
| -0.6% | -$18.2K | 0.35% | 69 |
|
|
2022
Q2 | $3.24M | Buy |
6,311
+67
| +1% | +$34.4K | 0.34% | 77 |
|
|
2022
Q1 | $3.18M | Buy |
6,244
+539
| +9% | +$275K | 0.28% | 89 |
|
|
2021
Q4 | $2.86M | Buy |
5,705
+1,011
| +22% | +$508K | 0.25% | 105 |
|
|
2021
Q3 | $2.13M | Buy |
+4,694
| New | +$2.13M | 0.19% | 125 |
|
|
2021
Q2 | – | Sell |
-3,916
| Closed | -$1.46M | – | 424 |
|
|
2021
Q1 | $1.46M | Sell |
3,916
-86
| -2% | -$32K | 0.18% | 135 |
|
|
2020
Q4 | $1.4M | Buy |
4,002
+1,217
| +44% | +$427K | 0.18% | 132 |
|
|
2020
Q3 | $868K | Buy |
+2,785
| New | +$868K | 0.16% | 130 |
|
|
2020
Q2 | – | Sell |
-2,558
| Closed | -$638K | – | 198 |
|
|
2020
Q1 | $638K | Sell |
2,558
-21
| -0.8% | -$5.24K | 0.19% | 120 |
|
|
2019
Q4 | $758K | Buy |
+2,579
| New | +$758K | 0.2% | 114 |
|