Triad Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
2,591
+257
| +11% | +$80.2K | 0.16% | 101 |
|
|
2025
Q1 | $1.22M | Sell |
2,334
-34
| -1% | -$17.8K | 0.38% | 45 |
|
|
2024
Q4 | $1.2M | Buy |
+2,368
| New | +$1.2M | 0.43% | 45 |
|
|
2024
Q3 | – | Sell |
-1,695
| Closed | -$863K | – | 866 |
|
|
2024
Q2 | $863K | Buy |
1,695
+323
| +24% | +$164K | 0.45% | 27 |
|
|
2024
Q1 | $679K | Buy |
+1,372
| New | +$679K | 0.52% | 25 |
|