Twin City Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
1,274
+72
| +6% | +$22.5K | 0.32% | 78 |
|
|
2025
Q1 | $630K | Sell |
1,202
-91
| -7% | -$47.7K | 0.55% | 69 |
|
|
2024
Q4 | $654K | Buy |
1,293
+25
| +2% | +$12.6K | 0.58% | 64 |
|
|
2024
Q3 | $741K | Buy |
1,268
+34
| +3% | +$19.9K | 0.64% | 60 |
|
|
2024
Q2 | $628K | Buy |
1,234
+60
| +5% | +$30.5K | 0.59% | 61 |
|
|
2024
Q1 | $581K | Buy |
+1,174
| New | +$581K | 0.57% | 60 |
|