TW
TritonPoint Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
13,475
-640
| -5% | -$200K | 0.39% | 69 |
|
|
2025
Q1 | $7.39M | Sell |
14,115
-215
| -2% | -$113K | 0.7% | 40 |
|
|
2024
Q4 | $7.25M | Sell |
14,330
-364
| -2% | -$184K | 0.66% | 39 |
|
|
2024
Q3 | $8.55M | Buy |
14,694
+1,102
| +8% | +$641K | 0.78% | 32 |
|
|
2024
Q2 | $6.92M | Buy |
13,592
+1,070
| +9% | +$545K | 0.67% | 42 |
|
|
2024
Q1 | $5.98M | Sell |
12,522
-862
| -6% | -$412K | 0.62% | 45 |
|
|
2023
Q4 | $7.05M | Buy |
+13,384
| New | +$7.05M | 0.69% | 36 |
|