Tyler-Stone Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
1,010
-236
| -19% | -$73.6K | 0.05% | 264 |
|
|
2025
Q1 | $652K | Sell |
1,246
-119
| -9% | -$62.3K | 0.12% | 163 |
|
|
2024
Q4 | $691K | Buy |
1,365
+86
| +7% | +$43.5K | 0.12% | 149 |
|
|
2024
Q3 | $748K | Buy |
1,279
+776
| +154% | +$454K | 0.14% | 137 |
|
|
2024
Q2 | $256K | Sell |
503
-60
| -11% | -$30.5K | 0.11% | 166 |
|
|
2024
Q1 | $278K | Sell |
563
-79
| -12% | -$39.1K | 0.12% | 153 |
|
|
2023
Q4 | $338K | Buy |
642
+110
| +21% | +$57.9K | 0.17% | 117 |
|
|
2023
Q3 | $268K | Buy |
532
+1
| +0.2% | +$504 | 0.15% | 128 |
|
|
2023
Q2 | $255K | Buy |
+531
| New | +$255K | 0.14% | 134 |
|
|
2022
Q4 | $277K | Hold |
522
| – | – | 0.19% | 119 |
|
|
2022
Q3 | $263K | Buy |
522
+31
| +6% | +$15.6K | 0.2% | 114 |
|
|
2022
Q2 | $252K | Sell |
491
-159
| -24% | -$81.6K | 0.17% | 125 |
|
|
2022
Q1 | $332K | Sell |
650
-8
| -1% | -$4.09K | 0.18% | 116 |
|
|
2021
Q4 | $330K | Buy |
+658
| New | +$330K | 0.17% | 115 |
|