Trivium Point Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Sell |
12,193
-2,870
| -19% | -$895K | 0.41% | 60 |
|
|
2025
Q1 | $7.89M | Sell |
15,063
-840
| -5% | -$440K | 0.98% | 20 |
|
|
2024
Q4 | $8.04M | Buy |
15,903
+2,475
| +18% | +$1.25M | 1.02% | 16 |
|
|
2024
Q3 | $8.14M | Sell |
13,428
-598
| -4% | -$362K | 1.13% | 13 |
|
|
2024
Q2 | $7.14M | Buy |
14,026
+696
| +5% | +$354K | 1.06% | 17 |
|
|
2024
Q1 | $6.59M | Buy |
13,330
+593
| +5% | +$293K | 1.42% | 14 |
|
|
2023
Q4 | $6.71M | Buy |
12,737
+125
| +1% | +$65.8K | 1.63% | 11 |
|
|
2023
Q3 | $6.43M | Buy |
12,612
+40
| +0.3% | +$20.4K | 1.77% | 9 |
|
|
2023
Q2 | $6.04M | Buy |
12,572
+43
| +0.3% | +$20.7K | 1.64% | 9 |
|
|
2023
Q1 | $5.92M | Buy |
12,529
+341
| +3% | +$161K | 1.6% | 12 |
|
|
2022
Q4 | $5.97M | Buy |
12,188
+420
| +4% | +$206K | 1.74% | 7 |
|
|
2022
Q3 | $6.11M | Buy |
11,768
+88
| +0.8% | +$45.7K | 1.89% | 8 |
|
|
2022
Q2 | $6.01M | Sell |
11,680
-1,159
| -9% | -$596K | 1.8% | 8 |
|
|
2022
Q1 | $6.83M | Buy |
12,839
+420
| +3% | +$223K | 1.52% | 10 |
|
|
2021
Q4 | $6.24M | Buy |
12,419
+92
| +0.7% | +$46.2K | 1.31% | 13 |
|
|
2021
Q3 | $4.99M | Buy |
12,327
+163
| +1% | +$66K | 1.18% | 18 |
|
|
2021
Q2 | $4.87M | Buy |
12,164
+386
| +3% | +$155K | 1.21% | 13 |
|
|
2021
Q1 | $4.38M | Buy |
11,778
+352
| +3% | +$131K | 1.19% | 13 |
|
|
2020
Q4 | $4.17M | Sell |
11,426
-379
| -3% | -$138K | 1.2% | 13 |
|
|
2020
Q3 | $3.68M | Buy |
11,805
+227
| +2% | +$70.8K | 1.3% | 12 |
|
|
2020
Q2 | $3.51M | Buy |
11,578
+196
| +2% | +$59.4K | 1.39% | 11 |
|
|
2020
Q1 | $3.05M | Sell |
11,382
-727
| -6% | -$195K | 1.57% | 9 |
|
|
2019
Q4 | $3.56M | Sell |
12,109
-52
| -0.4% | -$15.3K | 1.38% | 9 |
|
|
2019
Q3 | $2.7M | Buy |
12,161
+333
| +3% | +$74K | 1.24% | 10 |
|
|
2019
Q2 | $2.89M | Buy |
11,828
+683
| +6% | +$167K | 1.29% | 10 |
|
|
2019
Q1 | $2.76M | Buy |
11,145
+554
| +5% | +$137K | 1.29% | 11 |
|
|
2018
Q4 | $2.64M | Buy |
+10,591
| New | +$2.64M | 1.6% | 6 |
|