FWP
Falcon Wealth Planning’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
1,219
-209
| -15% | -$65.2K | 0.04% | 120 |
|
|
2025
Q1 | $748K | Buy |
+1,428
| New | +$748K | 0.08% | 76 |
|
|
2024
Q4 | – | Sell |
-354
| Closed | -$207K | – | 166 |
|
|
2024
Q3 | $207K | Buy |
+354
| New | +$207K | 0.02% | 147 |
|
|
2022
Q1 | – | Sell |
-418
| Closed | -$210K | – | 80 |
|
|
2021
Q4 | $210K | Buy |
+418
| New | +$210K | 0.07% | 76 |
|