TRUE Private Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
3,755
+90
| +2% | +$26.8K | 0.1% | 122 |
|
|
2025
Q4 | $1.21M | Sell |
3,665
-40
| -1% | -$13.6K | 0.12% | 106 |
|
|
2025
Q3 | $1.28M | Buy |
3,705
+2,153
| +139% | +$651K | 0.13% | 103 |
|
|
2025
Q2 | $484K | Buy |
1,552
+1,109
| +250% | +$424K | 0.05% | 148 |
|
|
2025
Q1 | $232K | Buy |
+443
| New | +$226K | 0.03% | 214 |
|
|
2024
Q3 | – | Sell |
-2,299
| Closed | -$1.17M | – | 276 |
|
|
2024
Q2 | $1.17M | Buy |
2,299
+75
| +3% | +$36.8K | 0.13% | 90 |
|
|
2024
Q1 | $1.1M | Buy |
2,224
+133
| +6% | +$67.6K | 0.13% | 90 |
|
|
2023
Q4 | $1.1M | Buy |
2,091
+198
| +10% | +$106K | 0.14% | 91 |
|
|
2023
Q3 | $954K | Buy |
1,893
+343
| +22% | +$169K | 0.13% | 95 |
|
|
2023
Q2 | $745K | Buy |
1,550
+52
| +3% | +$25.4K | 0.11% | 97 |
|
|
2023
Q1 | $708K | Buy |
1,498
+25
| +2% | +$12.1K | 0.1% | 104 |
|
|
2022
Q4 | $781K | Buy |
1,473
+20
| +1% | +$10.6K | 0.12% | 85 |
|
|
2022
Q3 | $734K | Sell |
1,453
-123
| -8% | -$64.7K | 0.11% | 85 |
|
|
2022
Q2 | $809K | Sell |
1,576
-109
| -6% | -$54.7K | 0.12% | 89 |
|
|
2022
Q1 | $855K | Buy |
1,685
+11
| +0.7% | +$5.3K | 0.12% | 91 |
|
|
2021
Q4 | $840K | Buy |
1,674
+120
| +8% | +$54.3K | 0.12% | 106 |
|
|
2021
Q3 | $607K | Sell |
1,554
-7
| -0.4% | -$2.9K | 0.09% | 129 |
|
|
2021
Q2 | $625K | Sell |
1,561
-343
| -18% | -$137K | 0.09% | 124 |
|
|
2021
Q1 | $708K | Sell |
1,904
-139
| -7% | -$48.2K | 0.11% | 111 |
|
|
2020
Q4 | $716K | Buy |
2,043
+39
| +2% | +$13.1K | 0.12% | 97 |
|
|
2020
Q3 | $624K | Buy |
2,004
+965
| +93% | +$296K | 0.11% | 97 |
|
|
2020
Q2 | $306K | Buy |
1,039
+166
| +19% | +$47.6K | 0.06% | 144 |
|
|
2020
Q1 | $217K | Sell |
873
-4,048
| -82% | -$1.11M | 0.05% | 143 |
|
|
2019
Q4 | $1.45M | Sell |
4,921
-325
| -6% | -$85K | 0.22% | 63 |
|
|
2019
Q3 | $1.14M | Sell |
5,246
-14
| -0.3% | -$3.38K | 0.2% | 71 |
|
|
2019
Q2 | $1.28M | Sell |
5,260
-17
| -0.3% | -$4.09K | 0.22% | 65 |
|
|
2019
Q1 | $1.3M | Sell |
5,277
-728
| -12% | -$186K | 0.25% | 66 |
|
|
2018
Q4 | $1.5M | Sell |
6,005
-268
| -4% | -$70.8K | 0.26% | 73 |
|
|
2018
Q3 | $1.67M | Buy |
6,273
+53
| +0.9% | +$13.8K | 0.23% | 75 |
|
|
2018
Q2 | $1.53M | Buy |
6,220
+124
| +2% | +$29.8K | 0.24% | 74 |
|
|
2018
Q1 | $1.3M | Buy |
6,096
+328
| +6% | +$74.9K | 0.22% | 67 |
|
|
2017
Q4 | $1.27M | Buy |
5,768
+405
| +8% | +$85.8K | 0.22% | 69 |
|
|
2017
Q3 | $1.05M | Sell |
5,363
-25
| -0.5% | -$4.83K | 0.24% | 57 |
|
|
2017
Q2 | $999K | Buy |
5,388
+169
| +3% | +$29.6K | 0.23% | 59 |
|
|
2017
Q1 | $866K | Buy |
5,219
+533
| +11% | +$87.3K | 0.2% | 67 |
|
|
2016
Q4 | $762K | Buy |
4,686
+155
| +3% | +$23.2K | 0.19% | 69 |
|
|
2016
Q3 | $608K | Sell |
4,531
-204
| -4% | -$28.6K | 0.19% | 70 |
|
|
2016
Q2 | $668K | Sell |
4,735
-31
| -0.7% | -$4.13K | 0.22% | 62 |
|
|
2016
Q1 | $614K | Buy |
+4,766
| New | +$564K | 0.24% | 56 |
|
Other funds holding UNH
VCM
VPM
