TPWM
Twelve Points Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
2,963
+1,005
| +51% | +$314K | 0.25% | 101 |
|
|
2025
Q1 | $1.03M | Buy |
1,958
+303
| +18% | +$159K | 0.28% | 85 |
|
|
2024
Q4 | $837K | Buy |
1,655
+407
| +33% | +$206K | 0.24% | 96 |
|
|
2024
Q3 | $730K | Buy |
1,248
+156
| +14% | +$91.2K | 0.23% | 98 |
|
|
2024
Q2 | $556K | Buy |
1,092
+75
| +7% | +$38.2K | 0.2% | 110 |
|
|
2024
Q1 | $503K | Sell |
1,017
-92
| -8% | -$45.5K | 0.18% | 113 |
|
|
2023
Q4 | $584K | Buy |
1,109
+103
| +10% | +$54.2K | 0.28% | 97 |
|
|
2023
Q3 | $507K | Buy |
1,006
+50
| +5% | +$25.2K | 0.25% | 107 |
|
|
2023
Q2 | $459K | Buy |
956
+160
| +20% | +$76.9K | 0.24% | 120 |
|
|
2023
Q1 | $376K | Buy |
796
+19
| +2% | +$8.98K | 0.22% | 131 |
|
|
2022
Q4 | $412K | Buy |
777
+7
| +0.9% | +$3.71K | 0.28% | 109 |
|
|
2022
Q3 | $389K | Buy |
770
+22
| +3% | +$11.1K | 0.3% | 112 |
|
|
2022
Q2 | $384K | Buy |
748
+63
| +9% | +$32.3K | 0.3% | 117 |
|
|
2022
Q1 | $349K | Buy |
685
+26
| +4% | +$13.2K | 0.26% | 126 |
|
|
2021
Q4 | $331K | Buy |
+659
| New | +$331K | 0.27% | 125 |
|