AFT Forsyth & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $254K | Buy |
|