BFWM
UNH icon

Bright Futures Wealth Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-984
Closed -$554K 229
2024
Q3
$554K Sell
984
-7
-0.7% -$3.94K 0.27% 106
2024
Q2
$585K Sell
991
-29
-3% -$17.1K 0.32% 93
2024
Q1
$496K Buy
+1,020
New +$496K 0.27% 105