FWM
Fairhaven Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.11M | Buy |
10,097
+72
| +0.7% | +$36.4K | 1.6% | 15 |
|
|
2024
Q3 | $5.86M | Buy |
10,025
+26
| +0.3% | +$15.2K | 1.8% | 12 |
|
|
2024
Q2 | $5.09M | Buy |
9,999
+65
| +0.7% | +$33.1K | 1.69% | 15 |
|
|
2024
Q1 | $4.91M | Sell |
9,934
-202
| -2% | -$99.9K | 1.69% | 15 |
|
|
2023
Q4 | $5.34M | Sell |
10,136
-315
| -3% | -$166K | 1.95% | 10 |
|
|
2023
Q3 | $5.27M | Buy |
10,451
+75
| +0.7% | +$37.8K | 2.1% | 10 |
|
|
2023
Q2 | $4.99M | Buy |
+10,376
| New | +$4.99M | 1.91% | 12 |
|
|
2022
Q4 | $5.43M | Buy |
10,236
+166
| +2% | +$88K | 2.31% | 10 |
|
|
2022
Q3 | $5.09M | Sell |
10,070
-431
| -4% | -$218K | 2.27% | 9 |
|
|
2022
Q2 | $5.39M | Sell |
10,501
-158
| -1% | -$81.1K | 2.53% | 8 |
|
|
2022
Q1 | $5.44M | Buy |
10,659
+158
| +2% | +$80.6K | 2.21% | 10 |
|
|
2021
Q4 | $5.27M | Buy |
10,501
+91
| +0.9% | +$45.7K | 2.06% | 10 |
|
|
2021
Q3 | $4.07M | Buy |
10,410
+798
| +8% | +$312K | 1.68% | 10 |
|
|
2021
Q2 | $3.85M | Buy |
9,612
+101
| +1% | +$40.4K | 1.53% | 14 |
|
|
2021
Q1 | $3.54M | Buy |
9,511
+1,370
| +17% | +$510K | 1.48% | 14 |
|
|
2020
Q4 | $2.86M | Buy |
8,141
+845
| +12% | +$296K | 1.26% | 17 |
|
|
2020
Q3 | $2.28M | Buy |
7,296
+263
| +4% | +$82K | 1.35% | 16 |
|
|
2020
Q2 | $2.07M | Buy |
7,033
+792
| +13% | +$234K | 1.36% | 16 |
|
|
2020
Q1 | $1.56M | Buy |
6,241
+1,903
| +44% | +$474K | 1.41% | 15 |
|
|
2019
Q4 | $1.28M | Sell |
4,338
-31
| -0.7% | -$9.11K | 1.06% | 16 |
|
|
2019
Q3 | $949K | Buy |
4,369
+139
| +3% | +$30.2K | 0.89% | 18 |
|
|
2019
Q2 | $1.03M | Buy |
4,230
+499
| +13% | +$122K | 0.96% | 16 |
|
|
2019
Q1 | $923K | Buy |
3,731
+191
| +5% | +$47.3K | 0.88% | 16 |
|
|
2018
Q4 | $882K | Buy |
+3,540
| New | +$882K | 0.87% | 17 |
|