AFT Forsyth & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-579
| Closed | -$303K | – | 129 |
|
|
2025
Q1 | $303K | Sell |
579
-109
| -16% | -$57.1K | 0.16% | 102 |
|
|
2024
Q4 | $348K | Hold |
688
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $402K | Sell |
688
-11
| -2% | -$6.43K | 0.2% | 95 |
|
|
2024
Q2 | $356K | Buy |
699
+175
| +33% | +$89.1K | 0.17% | 106 |
|
|
2024
Q1 | $259K | Sell |
524
-275
| -34% | -$136K | 0.15% | 122 |
|
|
2023
Q4 | $421K | Buy |
799
+25
| +3% | +$13.2K | 0.26% | 88 |
|
|
2023
Q3 | $390K | Hold |
774
| – | – | 0.29% | 88 |
|
|
2023
Q2 | $372K | Sell |
774
-31
| -4% | -$14.9K | 0.26% | 96 |
|
|
2023
Q1 | $380K | Hold |
805
| – | – | 0.29% | 99 |
|
|
2022
Q4 | $427K | Buy |
805
+60
| +8% | +$31.8K | 0.36% | 86 |
|
|
2022
Q3 | $376K | Buy |
745
+120
| +19% | +$60.6K | 0.34% | 90 |
|
|
2022
Q2 | $321K | Hold |
625
| – | – | 0.26% | 104 |
|
|
2022
Q1 | $319K | Buy |
625
+120
| +24% | +$61.2K | 0.2% | 118 |
|
|
2021
Q4 | $254K | Buy |
+505
| New | +$254K | 0.13% | 137 |
|