TI
TrueMark Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Buy |
29,515
+16,567
| +128% | +$5.17M | 1.99% | 6 |
|
|
2025
Q1 | $6.78M | Buy |
12,948
+2,688
| +26% | +$1.41M | 1.78% | 9 |
|
|
2024
Q4 | $5.19M | Buy |
10,260
+3,602
| +54% | +$1.82M | 1.66% | 17 |
|
|
2024
Q3 | $3.89M | Buy |
6,658
+612
| +10% | +$358K | 1.25% | 27 |
|
|
2024
Q2 | $3.08M | Buy |
6,046
+2,193
| +57% | +$1.12M | 1.05% | 35 |
|
|
2024
Q1 | $1.91M | Sell |
3,853
-2,410
| -38% | -$1.19M | 1.75% | 26 |
|
|
2023
Q4 | $3.3M | Buy |
+6,263
| New | +$3.3M | 3.28% | 1 |
|