AFA
Abacus FCF Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,078
| Closed | -$1.52M | – | 184 |
|
|
2024
Q1 | $1.52M | Sell |
3,078
-14,106
| -82% | -$6.98M | 0.38% | 94 |
|
|
2023
Q4 | $9.05M | Buy |
17,184
+7,679
| +81% | +$4.04M | 2.63% | 4 |
|
|
2023
Q3 | $4.79M | Buy |
9,505
+1,545
| +19% | +$779K | 2.55% | 4 |
|
|
2023
Q2 | $3.83M | Buy |
7,960
+739
| +10% | +$355K | 1.93% | 6 |
|
|
2023
Q1 | $3.41M | Buy |
7,221
+1,484
| +26% | +$701K | 1.83% | 5 |
|
|
2022
Q4 | $3.04M | Buy |
5,737
+1,012
| +21% | +$537K | 1.98% | 4 |
|
|
2022
Q3 | $2.39M | Sell |
4,725
-340
| -7% | -$172K | 1.64% | 5 |
|
|
2022
Q2 | $2.6M | Sell |
5,065
-204
| -4% | -$105K | 1.59% | 6 |
|
|
2022
Q1 | $2.69M | Buy |
5,269
+131
| +3% | +$66.8K | 0.9% | 23 |
|
|
2021
Q4 | $2.58M | Hold |
5,138
| – | – | 1.27% | 13 |
|
|
2021
Q3 | $2.09M | Hold |
5,138
| – | – | 1.01% | 22 |
|
|
2021
Q2 | $2.08M | Sell |
5,138
-374
| -7% | -$151K | 1.06% | 19 |
|
|
2021
Q1 | $2.08M | Sell |
5,512
-1,322
| -19% | -$498K | 1.06% | 20 |
|
|
2020
Q4 | $2.33M | Sell |
6,834
-630
| -8% | -$215K | 1.36% | 16 |
|
|
2020
Q3 | $2.45M | Buy |
7,464
+498
| +7% | +$163K | 1.31% | 14 |
|
|
2020
Q2 | $2.08M | Sell |
6,966
-310
| -4% | -$92.4K | 1.97% | 6 |
|
|
2020
Q1 | $1.76M | Buy |
+7,276
| New | +$1.76M | 2.02% | 5 |
|
|
2015
Q2 | – | Sell |
-18,788
| Closed | -$2.22M | – | 127 |
|
|
2015
Q1 | $2.22M | Buy |
+18,788
| New | +$2.22M | 1.09% | 5 |
|