FA
Fagan Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
6,016
-1
| -0% | -$312 | 0.29% | 68 |
|
|
2025
Q1 | $3.15M | Buy |
6,017
+165
| +3% | +$86.4K | 0.53% | 57 |
|
|
2024
Q4 | $2.96M | Sell |
5,852
-140
| -2% | -$70.8K | 0.47% | 61 |
|
|
2024
Q3 | $3.5M | Buy |
5,992
+20
| +0.3% | +$11.7K | 0.59% | 53 |
|
|
2024
Q2 | $3.04M | Buy |
5,972
+87
| +1% | +$44.3K | 0.53% | 56 |
|
|
2024
Q1 | $2.91M | Buy |
5,885
+673
| +13% | +$333K | 0.55% | 56 |
|
|
2023
Q4 | $2.74M | Buy |
5,212
+432
| +9% | +$227K | 0.6% | 45 |
|
|
2023
Q3 | $2.41M | Buy |
4,780
+1,069
| +29% | +$539K | 0.58% | 45 |
|
|
2023
Q2 | $1.78M | Buy |
3,711
+2,677
| +259% | +$1.29M | 0.43% | 50 |
|
|
2023
Q1 | $489K | Hold |
1,034
| – | – | 0.12% | 88 |
|
|
2022
Q4 | $548K | Buy |
1,034
+12
| +1% | +$6.36K | 0.15% | 90 |
|
|
2022
Q3 | $516K | Hold |
1,022
| – | – | 0.14% | 84 |
|
|
2022
Q2 | $525K | Hold |
1,022
| – | – | 0.14% | 86 |
|
|
2022
Q1 | $521K | Hold |
1,022
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $513K | Hold |
1,022
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $399K | Buy |
1,022
+22
| +2% | +$8.59K | 0.09% | 98 |
|
|
2021
Q2 | $400K | Hold |
1,000
| – | – | 0.09% | 104 |
|
|
2021
Q1 | $372K | Sell |
1,000
-11,007
| -92% | -$4.09M | 0.09% | 99 |
|
|
2020
Q4 | $4.21M | Buy |
12,007
+60
| +0.5% | +$21K | 1.06% | 28 |
|
|
2020
Q3 | $3.73M | Buy |
11,947
+220
| +2% | +$68.6K | 1.07% | 26 |
|
|
2020
Q2 | $3.46M | Buy |
11,727
+2,080
| +22% | +$614K | 1.1% | 28 |
|
|
2020
Q1 | $2.41M | Buy |
9,647
+1,390
| +17% | +$347K | 0.96% | 30 |
|
|
2019
Q4 | $2.43M | Buy |
8,257
+50
| +0.6% | +$14.7K | 0.79% | 37 |
|
|
2019
Q3 | $1.78M | Buy |
8,207
+520
| +7% | +$113K | 0.69% | 43 |
|
|
2019
Q2 | $1.88M | Buy |
7,687
+891
| +13% | +$217K | 0.76% | 38 |
|
|
2019
Q1 | $1.68M | Buy |
6,796
+5,363
| +374% | +$1.33M | 0.72% | 40 |
|
|
2018
Q4 | $357K | Buy |
1,433
+38
| +3% | +$9.47K | 0.18% | 92 |
|
|
2018
Q3 | $371K | Buy |
+1,395
| New | +$371K | 0.15% | 100 |
|