Triumph Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
+4,245
| New | +$1.32M | 0.4% | 59 |
|
|
2024
Q4 | – | Sell |
-353
| Closed | -$206K | – | 297 |
|
|
2024
Q3 | $206K | Buy |
+353
| New | +$206K | 0.07% | 250 |
|
|
2024
Q1 | – | Sell |
-527
| Closed | -$278K | – | 260 |
|
|
2023
Q4 | $278K | Sell |
527
-112
| -18% | -$59K | 0.12% | 160 |
|
|
2023
Q3 | $322K | Sell |
639
-137
| -18% | -$69.1K | 0.15% | 142 |
|
|
2023
Q2 | $373K | Buy |
776
+37
| +5% | +$17.8K | 0.17% | 125 |
|
|
2023
Q1 | $349K | Buy |
739
+123
| +20% | +$58.2K | 0.18% | 121 |
|
|
2022
Q4 | $327K | Buy |
616
+21
| +4% | +$11.1K | 0.18% | 131 |
|
|
2022
Q3 | $301K | Sell |
595
-22
| -4% | -$11.1K | 0.16% | 127 |
|
|
2022
Q2 | $317K | Sell |
617
-45
| -7% | -$23.1K | 0.17% | 138 |
|
|
2022
Q1 | $338K | Buy |
662
+151
| +30% | +$77.1K | 0.15% | 146 |
|
|
2021
Q4 | $257K | Buy |
+511
| New | +$257K | 0.11% | 166 |
|