TLP
Trinity Legacy Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,207
| Closed | -$5.16M | – | 100 |
|
|
2024
Q4 | $5.16M | Buy |
10,207
+165
| +2% | +$83.5K | 1.33% | 28 |
|
|
2024
Q3 | $6.08M | Sell |
10,042
-231
| -2% | -$140K | 1.56% | 22 |
|
|
2024
Q2 | $5.23M | Buy |
10,273
+163
| +2% | +$83K | 1.49% | 22 |
|
|
2024
Q1 | $5M | Buy |
10,110
+111
| +1% | +$54.9K | 1.47% | 22 |
|
|
2023
Q4 | $5.26M | Sell |
9,999
-3
| -0% | -$1.58K | 1.66% | 18 |
|
|
2023
Q3 | $5.04M | Buy |
10,002
+713
| +8% | +$359K | 1.74% | 15 |
|
|
2023
Q2 | $4.46M | Sell |
9,289
-6
| -0.1% | -$2.88K | 1.56% | 28 |
|
|
2023
Q1 | $4.39M | Buy |
9,295
+330
| +4% | +$156K | 1.65% | 25 |
|
|
2022
Q4 | $4.75M | Sell |
8,965
-96
| -1% | -$50.9K | 1.89% | 23 |
|
|
2022
Q3 | $4.58M | Sell |
9,061
-1,493
| -14% | -$754K | 1.96% | 18 |
|
|
2022
Q2 | $5.46M | Buy |
10,554
+8,268
| +362% | +$4.27M | 2.12% | 10 |
|
|
2022
Q1 | $1.17M | Buy |
2,286
+14
| +0.6% | +$7.14K | 0.39% | 49 |
|
|
2021
Q4 | $1.14M | Buy |
2,272
+176
| +8% | +$88.4K | 0.39% | 50 |
|
|
2021
Q3 | $819K | Buy |
2,096
+61
| +3% | +$23.8K | 0.29% | 55 |
|
|
2021
Q2 | $852K | Hold |
2,035
| – | – | 0.31% | 50 |
|
|
2021
Q1 | $796K | Buy |
2,035
+1,029
| +102% | +$402K | 0.32% | 45 |
|
|
2020
Q4 | $353K | Buy |
+1,006
| New | +$353K | 0.16% | 59 |
|
|
2019
Q2 | – | Sell |
-9,956
| Closed | -$2.46M | – | 73 |
|
|
2019
Q1 | $2.46M | Buy |
9,956
+17
| +0.2% | +$4.2K | 1.62% | 22 |
|
|
2018
Q4 | $2.48M | Buy |
+9,939
| New | +$2.48M | 2.4% | 13 |
|