TCWA
Turtle Creek Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
23,198
+13,707
| +144% | +$4.28M | 0.85% | 34 |
|
|
2025
Q1 | $4.97M | Buy |
+9,491
| New | +$4.97M | 0.74% | 47 |
|
|
2024
Q4 | – | Sell |
-2,139
| Closed | -$1.25M | – | 158 |
|
|
2024
Q3 | $1.25M | Buy |
2,139
+258
| +14% | +$151K | 0.25% | 69 |
|
|
2024
Q2 | $958K | Sell |
1,881
-7,985
| -81% | -$4.07M | 0.22% | 71 |
|
|
2024
Q1 | $4.88M | Buy |
9,866
+1,468
| +17% | +$726K | 1.2% | 24 |
|
|
2023
Q4 | $4.42M | Buy |
+8,398
| New | +$4.42M | 1.3% | 15 |
|