Ownership history in Towerpoint Wealth, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in UNITEDHEALTH GROUP INC (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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 622 | -56 | -8.3% | 0.09% | $215K | $340.35 |
| 2025 Q2 | REDUCED | 678 | -35 | -4.9% | 0.09% | $212K | $305.57 |
| 2025 Q1 | REDUCED | 713 | -132 | -15.6% | 0.19% | $373K | $509.39 |
| 2024 Q4 | REDUCED | 845 | -60 | -6.6% | 0.21% | $427K | $489.89 |
| 2024 Q3 | UNCHANGED | 905 | — | 0% | 0.25% | $529K | $564.06 |
| 2024 Q2 | REDUCED | 905 | -6 | -0.7% | 0.23% | $461K | $489.57 |
| 2024 Q1 | ADDED | 911 | +28 | +3.2% | 0.23% | $451K | $473.56 |
| 2023 Q4 | REDUCED | 883 | -1 | -0.1% | 0.25% | $465K | $501.99 |
| 2023 Q3 | REDUCED | 884 | -4 | -0.5% | 0.26% | $446K | $479.11 |
| 2023 Q2 | ADDED | 888 | +28 | +3.3% | 0.24% | $427K | $454.96 |
As of 2025 Q4 — sorted by position size