Ownership history in TCWP LLC · 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in UNITEDHEALTH GROUP INC COM (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 1,039 | — | 0% | 1.30% | $529K | $564.06 |
| 2024 Q2 | ADDED | 1,039 | +7 | +0.7% | 1.30% | $529K | $489.57 |
| 2024 Q1 | REDUCED | 1,032 | -27 | -2.5% | 1.36% | $511K | $473.56 |
| 2023 Q4 | REDUCED | 1,059 | -4,422 | -80.7% | 1.58% | $558K | $501.99 |
| 2023 Q3 | ADDED | 5,481 | +33 | +0.6% | 2.10% | $2.8M | $479.11 |
| 2023 Q2 | REDUCED | 5,448 | -508 | -8.5% | 0.56% | $2.6M | $454.96 |
| 2023 Q1 | REDUCED | 5,956 | -430 | -6.7% | 0.53% | $2.8M | $445.52 |
| 2022 Q4 | REDUCED | 6,386 | -699 | -9.9% | 0.69% | $3.4M | $498.03 |
| 2022 Q3 | ADDED | 7,085 | +286 | +4.2% | 0.76% | $3.6M | $472.96 |
| 2022 Q2 | REDUCED | 6,799 | -429 | -5.9% | 0.74% | $3.5M | $479.50 |
As of 2025 Q4 — sorted by position size