TSWM
Triangle Securities Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,722
+829
| +17% | +$259K | 0.44% | 64 |
|
|
2025
Q1 | $2.56M | Buy |
4,893
+6
| +0.1% | +$3.14K | 0.66% | 44 |
|
|
2024
Q4 | $2.47M | Buy |
4,887
+767
| +19% | +$388K | 0.63% | 44 |
|
|
2024
Q3 | $2.41M | Sell |
4,120
-51
| -1% | -$29.8K | 0.62% | 47 |
|
|
2024
Q2 | $2.12M | Sell |
4,171
-6
| -0.1% | -$3.06K | 0.6% | 55 |
|
|
2024
Q1 | $2.07M | Buy |
4,177
+70
| +2% | +$34.6K | 0.59% | 57 |
|
|
2023
Q4 | $2.16M | Sell |
4,107
-43
| -1% | -$22.6K | 0.67% | 40 |
|
|
2023
Q3 | $2.09M | Sell |
4,150
-22
| -0.5% | -$11.1K | 0.74% | 37 |
|
|
2023
Q2 | $2.01M | Sell |
4,172
-60
| -1% | -$28.8K | 0.69% | 42 |
|
|
2023
Q1 | $2M | Sell |
4,232
-175
| -4% | -$82.7K | 0.72% | 40 |
|
|
2022
Q4 | $2.34M | Sell |
4,407
-207
| -4% | -$110K | 0.86% | 34 |
|
|
2022
Q3 | $2.33M | Sell |
4,614
-46
| -1% | -$23.2K | 0.95% | 33 |
|
|
2022
Q2 | $2.39M | Sell |
4,660
-236
| -5% | -$121K | 0.93% | 33 |
|
|
2022
Q1 | $2.5M | Sell |
4,896
-155
| -3% | -$79.1K | 0.84% | 34 |
|
|
2021
Q4 | $2.54M | Sell |
5,051
-134
| -3% | -$67.3K | 0.79% | 34 |
|
|
2021
Q3 | $2.03M | Sell |
5,185
-1
| -0% | -$391 | 0.69% | 43 |
|
|
2021
Q2 | $2.08M | Sell |
5,186
-120
| -2% | -$48.1K | 0.7% | 41 |
|
|
2021
Q1 | $1.97M | Sell |
5,306
-80
| -1% | -$29.8K | 0.71% | 44 |
|
|
2020
Q4 | $1.89M | Buy |
5,386
+115
| +2% | +$40.3K | 0.75% | 42 |
|
|
2020
Q3 | $1.64M | Sell |
5,271
-300
| -5% | -$93.5K | 0.74% | 40 |
|
|
2020
Q2 | $1.64M | Sell |
5,571
-452
| -8% | -$133K | 0.79% | 41 |
|
|
2020
Q1 | $1.5M | Sell |
6,023
-120
| -2% | -$29.9K | 0.87% | 39 |
|
|
2019
Q4 | $1.81M | Buy |
6,143
+75
| +1% | +$22K | 0.78% | 40 |
|
|
2019
Q3 | $1.32M | Buy |
6,068
+242
| +4% | +$52.6K | 0.64% | 53 |
|
|
2019
Q2 | $1.44M | Buy |
5,826
+503
| +9% | +$125K | 0.73% | 47 |
|
|
2019
Q1 | $1.32M | Buy |
5,323
+156
| +3% | +$38.6K | 0.69% | 50 |
|
|
2018
Q4 | $1.29M | Sell |
5,167
-180
| -3% | -$44.8K | 0.76% | 44 |
|
|
2018
Q3 | $1.42M | Sell |
5,347
-70
| -1% | -$18.6K | 0.76% | 45 |
|
|
2018
Q2 | $1.33M | Sell |
5,417
-226
| -4% | -$55.4K | 0.74% | 45 |
|
|
2018
Q1 | $1.21M | Sell |
5,643
-296
| -5% | -$63.4K | 0.69% | 51 |
|
|
2017
Q4 | $1.31M | Sell |
5,939
-75
| -1% | -$16.5K | 0.75% | 45 |
|
|
2017
Q3 | $1.18M | Sell |
6,014
-232
| -4% | -$45.4K | 0.7% | 45 |
|
|
2017
Q2 | $1.16M | Sell |
6,246
-105
| -2% | -$19.5K | 0.77% | 44 |
|
|
2017
Q1 | $1.04M | Sell |
6,351
-135
| -2% | -$22.1K | 0.66% | 51 |
|
|
2016
Q4 | $1.04M | Sell |
6,486
-910
| -12% | -$146K | 0.69% | 48 |
|
|
2016
Q3 | $1.04M | Sell |
7,396
-1,179
| -14% | -$165K | 0.72% | 48 |
|
|
2016
Q2 | $1.21M | Sell |
8,575
-2,950
| -26% | -$417K | 0.9% | 41 |
|
|
2016
Q1 | $1.49M | Sell |
11,525
-120
| -1% | -$15.5K | 0.97% | 36 |
|
|
2015
Q4 | $1.37M | Sell |
11,645
-70
| -0.6% | -$8.24K | 0.92% | 37 |
|
|
2015
Q3 | $1.36M | Sell |
11,715
-265
| -2% | -$30.7K | 1.03% | 31 |
|
|
2015
Q2 | $1.46M | Sell |
11,980
-1,075
| -8% | -$131K | 1.03% | 33 |
|
|
2015
Q1 | $1.54M | Sell |
13,055
-1,554
| -11% | -$184K | 1.07% | 30 |
|
|
2014
Q4 | $1.48M | Sell |
14,609
-425
| -3% | -$43K | 1.05% | 31 |
|
|
2014
Q3 | $1.3M | Sell |
15,034
-1,177
| -7% | -$102K | 1% | 36 |
|
|
2014
Q2 | $1.33M | Sell |
16,211
-3,460
| -18% | -$283K | 1.02% | 30 |
|
|
2014
Q1 | $1.13M | Buy |
19,671
+3,239
| +20% | +$185K | 1.01% | 36 |
|
|
2013
Q4 | $1.24M | Sell |
16,432
-1,889
| -10% | -$142K | 1% | 32 |
|
|
2013
Q3 | $1.31M | Sell |
18,321
-1,300
| -7% | -$93.1K | 1.14% | 26 |
|
|
2013
Q2 | $1.29M | Buy |
+19,621
| New | +$1.29M | 0.95% | 30 |
|