TriaGen Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-613
| Closed | -$202K | – | 200 |
|
|
2025
Q4 | $202K | Sell |
613
-335
| -35% | -$114K | 0.05% | 173 |
|
|
2025
Q3 | $327K | Buy |
+948
| New | +$287K | 0.09% | 153 |
|
|
2025
Q2 | – | Sell |
-414
| Closed | -$217K | – | 194 |
|
|
2025
Q1 | $217K | Sell |
414
-14
| -3% | -$7.16K | 0.08% | 153 |
|
|
2024
Q4 | $217K | Hold |
428
| – | – | 0.07% | 156 |
|
|
2024
Q3 | $250K | Hold |
428
| – | – | 0.08% | 154 |
|
|
2024
Q2 | $218K | Hold |
428
| – | – | 0.08% | 151 |
|
|
2024
Q1 | $212K | Hold |
428
| – | – | 0.09% | 153 |
|
|
2023
Q4 | $225K | Sell |
428
-100
| -19% | -$53.3K | 0.11% | 145 |
|
|
2023
Q3 | $266K | Sell |
528
-801
| -60% | -$394K | 0.14% | 123 |
|
|
2023
Q2 | $639K | Sell |
1,329
-59
| -4% | -$28.9K | 0.29% | 83 |
|
|
2023
Q1 | $656K | Sell |
1,388
-45
| -3% | -$21.7K | 0.33% | 75 |
|
|
2022
Q4 | $760K | Buy |
1,433
+47
| +3% | +$24.9K | 0.42% | 66 |
|
|
2022
Q3 | $700K | Buy |
1,386
+862
| +165% | +$453K | 0.39% | 69 |
|
|
2022
Q2 | $269K | Sell |
524
-4,203
| -89% | -$2.11M | 0.19% | 118 |
|
|
2022
Q1 | $2.41M | Sell |
4,727
-450
| -9% | -$217K | 1.25% | 17 |
|
|
2021
Q4 | $2.6M | Hold |
5,177
| – | – | 1.28% | 14 |
|
|
2021
Q3 | $2.02M | Hold |
5,177
| – | – | 1.1% | 19 |
|
|
2021
Q2 | $2.13M | Sell |
5,177
-18
| -0.3% | -$7.18K | 1.1% | 17 |
|
|
2021
Q1 | $1.93M | Sell |
5,195
-105
| -2% | -$36.4K | 1.11% | 27 |
|
|
2020
Q4 | $1.86M | Buy |
+5,300
| New | +$1.78M | 1.09% | 27 |
|
Other funds holding UNH
VCM
VPM
