Twin Peaks Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
1,467
-268
| -15% | -$70.1K | 0.12% | 109 |
|
|
2025
Q1 | $1.01M | Sell |
1,735
-25
| -1% | -$14.6K | 0.46% | 53 |
|
|
2024
Q4 | $890K | Buy |
1,760
+1,157
| +192% | +$585K | 0.38% | 58 |
|
|
2024
Q3 | $353K | Buy |
603
+114
| +23% | +$66.7K | 0.16% | 93 |
|
|
2024
Q2 | $249K | Buy |
+489
| New | +$249K | 0.12% | 109 |
|
|
2024
Q1 | – | Sell |
-437
| Closed | -$230K | – | 134 |
|
|
2023
Q4 | $230K | Buy |
+437
| New | +$230K | 0.15% | 107 |
|