TAM
Trust Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Hold |
10,600
| – | – | 0.25% | 27 |
|
|
2025
Q1 | $5.55M | Buy |
10,600
+55
| +0.5% | +$28.8K | 0.46% | 20 |
|
|
2024
Q4 | $5.33M | Hold |
10,545
| – | – | 0.42% | 20 |
|
|
2024
Q3 | $6.17M | Hold |
10,545
| – | – | 0.49% | 19 |
|
|
2024
Q2 | $5.37M | Hold |
10,545
| – | – | 0.45% | 19 |
|
|
2024
Q1 | $5.22M | Hold |
10,545
| – | – | 0.46% | 20 |
|
|
2023
Q4 | $5.55M | Sell |
10,545
-396
| -4% | -$208K | 0.54% | 17 |
|
|
2023
Q3 | $5.52M | Hold |
10,941
| – | – | 0.59% | 16 |
|
|
2023
Q2 | $5.26M | Hold |
10,941
| – | – | 0.55% | 16 |
|
|
2023
Q1 | $5.17M | Buy |
10,941
+337
| +3% | +$159K | 0.58% | 16 |
|
|
2022
Q4 | $5.62M | Hold |
10,604
| – | – | 0.7% | 13 |
|
|
2022
Q3 | $5.36M | Buy |
10,604
+717
| +7% | +$362K | 0.73% | 14 |
|
|
2022
Q2 | $5.08M | Buy |
9,887
+427
| +5% | +$219K | 0.71% | 14 |
|
|
2022
Q1 | $4.82M | Buy |
9,460
+302
| +3% | +$154K | 0.59% | 16 |
|
|
2021
Q4 | $4.6M | Hold |
9,158
| – | – | 0.57% | 16 |
|
|
2021
Q3 | $3.58M | Buy |
9,158
+605
| +7% | +$236K | 0.49% | 20 |
|
|
2021
Q2 | $3.43M | Buy |
8,553
+928
| +12% | +$372K | 0.46% | 20 |
|
|
2021
Q1 | $2.84M | Buy |
7,625
+1,357
| +22% | +$505K | 0.38% | 22 |
|
|
2020
Q4 | $2.2M | Buy |
6,268
+1,458
| +30% | +$511K | 0.33% | 20 |
|
|
2020
Q3 | $1.5M | Buy |
4,810
+2,150
| +81% | +$670K | 0.27% | 23 |
|
|
2020
Q2 | $785K | Buy |
+2,660
| New | +$785K | 0.15% | 21 |
|