FAS Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Sell |
2,915
-4,234
| -59% | -$1.32M | 0.07% | 168 |
|
|
2025
Q1 | $3.74M | Buy |
7,149
+95
| +1% | +$49.8K | 0.31% | 69 |
|
|
2024
Q4 | $3.57M | Sell |
7,054
-1,205
| -15% | -$610K | 0.3% | 72 |
|
|
2024
Q3 | $4.83M | Sell |
8,259
-1,046
| -11% | -$612K | 0.38% | 61 |
|
|
2024
Q2 | $4.74M | Buy |
9,305
+272
| +3% | +$139K | 0.41% | 56 |
|
|
2024
Q1 | $4.47M | Buy |
9,033
+66
| +0.7% | +$32.6K | 0.4% | 55 |
|
|
2023
Q4 | $4.72M | Buy |
8,967
+612
| +7% | +$322K | 0.45% | 51 |
|
|
2023
Q3 | $4.21M | Buy |
8,355
+364
| +5% | +$184K | 0.45% | 50 |
|
|
2023
Q2 | $3.84M | Buy |
7,991
+453
| +6% | +$218K | 0.49% | 45 |
|
|
2023
Q1 | $3.56M | Buy |
7,538
+59
| +0.8% | +$27.9K | 0.39% | 54 |
|
|
2022
Q4 | $3.97M | Buy |
7,479
+299
| +4% | +$159K | 0.45% | 51 |
|
|
2022
Q3 | $3.63M | Buy |
7,180
+787
| +12% | +$397K | 0.4% | 47 |
|
|
2022
Q2 | $3.28M | Buy |
6,393
+321
| +5% | +$165K | 0.35% | 52 |
|
|
2022
Q1 | $3.1M | Buy |
6,072
+422
| +7% | +$215K | 0.29% | 54 |
|
|
2021
Q4 | $2.84M | Buy |
5,650
+641
| +13% | +$322K | 0.26% | 62 |
|
|
2021
Q3 | $1.96M | Buy |
5,009
+312
| +7% | +$122K | 0.18% | 82 |
|
|
2021
Q2 | $1.88M | Buy |
4,697
+327
| +7% | +$131K | 0.18% | 83 |
|
|
2021
Q1 | $1.63M | Buy |
4,370
+50
| +1% | +$18.6K | 0.17% | 87 |
|
|
2020
Q4 | $1.52M | Buy |
4,320
+100
| +2% | +$35.1K | 0.17% | 87 |
|
|
2020
Q3 | $1.32M | Sell |
4,220
-222
| -5% | -$69.2K | 0.18% | 93 |
|
|
2020
Q2 | $1.31M | Hold |
4,442
| – | – | 0.19% | 86 |
|
|
2020
Q1 | $1.11M | Buy |
4,442
+625
| +16% | +$156K | 0.19% | 86 |
|
|
2019
Q4 | $1.12M | Hold |
3,817
| – | – | 0.19% | 83 |
|
|
2019
Q3 | $829K | Sell |
3,817
-88
| -2% | -$19.1K | 0.15% | 98 |
|
|
2019
Q2 | $953K | Hold |
3,905
| – | – | 0.18% | 89 |
|
|
2019
Q1 | $965K | Buy |
+3,905
| New | +$965K | 0.19% | 87 |
|