TCA
Trifecta Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
10,360
+481
| +5% | +$150K | 0.54% | 46 |
|
|
2025
Q1 | $5.17M | Sell |
9,879
-61
| -0.6% | -$31.9K | 1.08% | 33 |
|
|
2024
Q4 | $5.03M | Sell |
9,940
-112
| -1% | -$56.7K | 0.99% | 33 |
|
|
2024
Q3 | $5.88M | Buy |
10,052
+4
| +0% | +$2.34K | 1.23% | 27 |
|
|
2024
Q2 | $5.12M | Buy |
10,048
+106
| +1% | +$54K | 1.13% | 28 |
|
|
2024
Q1 | $4.92M | Buy |
9,942
+420
| +4% | +$208K | 1.2% | 26 |
|
|
2023
Q4 | $5.01M | Buy |
9,522
+176
| +2% | +$92.7K | 1.39% | 20 |
|
|
2023
Q3 | $4.71M | Buy |
9,346
+252
| +3% | +$127K | 1.51% | 16 |
|
|
2023
Q2 | $4.37M | Buy |
9,094
+335
| +4% | +$161K | 1.41% | 17 |
|
|
2023
Q1 | $4.14M | Buy |
8,759
+162
| +2% | +$76.6K | 1.46% | 18 |
|
|
2022
Q4 | $4.56M | Buy |
+8,597
| New | +$4.56M | 1.82% | 13 |
|