Transcendent Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79
| Closed | -$40K | – | 394 |
|
|
2024
Q4 | $40K | Hold |
79
| – | – | 0.02% | 215 |
|
|
2024
Q3 | $46.2K | Hold |
79
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $40.2K | Buy |
79
+3
| +4% | +$1.53K | 0.02% | 207 |
|
|
2024
Q1 | $37.6K | Hold |
76
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $40K | Buy |
+76
| New | +$40K | 0.03% | 161 |
|