FA
FDx Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
835
-44
| -5% | -$13.7K | 0.08% | 148 |
|
|
2025
Q1 | $460K | Sell |
879
-102
| -10% | -$53.4K | 0.15% | 94 |
|
|
2024
Q4 | $496K | Sell |
981
-199
| -17% | -$101K | 0.15% | 95 |
|
|
2024
Q3 | $690K | Buy |
1,180
+213
| +22% | +$125K | 0.19% | 85 |
|
|
2024
Q2 | $492K | Sell |
967
-7,333
| -88% | -$3.73M | 0.14% | 101 |
|
|
2024
Q1 | $4.11M | Sell |
8,300
-7,455
| -47% | -$3.69M | 0.62% | 45 |
|
|
2023
Q4 | $8.29M | Sell |
15,755
-1,902
| -11% | -$1M | 0.64% | 34 |
|
|
2023
Q3 | $8.9M | Sell |
17,657
-23,515
| -57% | -$11.9M | 0.74% | 25 |
|
|
2023
Q2 | $19.8M | Sell |
41,172
-42,782
| -51% | -$20.6M | 1.09% | 16 |
|
|
2023
Q1 | $44.5M | Hold |
83,954
| – | – | 1.94% | 9 |
|
|
2022
Q4 | $44.5M | Buy |
83,954
+491
| +0.6% | +$260K | 1.94% | 9 |
|
|
2022
Q3 | $42.2M | Sell |
83,463
-18,342
| -18% | -$9.26M | 1.89% | 7 |
|
|
2022
Q2 | $52.3M | Sell |
101,805
-19,199
| -16% | -$9.86M | 1.96% | 8 |
|
|
2022
Q1 | $61.7M | Buy |
121,004
+2,403
| +2% | +$1.23M | 2.09% | 8 |
|
|
2021
Q4 | $59.6M | Buy |
118,601
+7,101
| +6% | +$3.57M | 1.65% | 12 |
|
|
2021
Q3 | $43.6M | Buy |
111,500
+5,273
| +5% | +$2.06M | 1.39% | 16 |
|
|
2021
Q2 | $42.5M | Buy |
106,227
+6,637
| +7% | +$2.66M | 1.41% | 15 |
|
|
2021
Q1 | $37.1M | Buy |
99,590
+4,940
| +5% | +$1.84M | 1.4% | 16 |
|
|
2020
Q4 | $33.2M | Sell |
94,650
-420
| -0.4% | -$147K | 1.37% | 16 |
|
|
2020
Q3 | $29.6M | Buy |
95,070
+67,741
| +248% | +$21.1M | 1.39% | 17 |
|
|
2020
Q2 | $8.06M | Buy |
27,329
+4,854
| +22% | +$1.43M | 0.42% | 56 |
|
|
2020
Q1 | $5.61M | Buy |
22,475
+3,879
| +21% | +$967K | 0.36% | 66 |
|
|
2019
Q4 | $5.47M | Buy |
18,596
+995
| +6% | +$293K | 0.3% | 80 |
|
|
2019
Q3 | $3.83M | Sell |
17,601
-15,619
| -47% | -$3.39M | 0.26% | 82 |
|
|
2019
Q2 | $8.11M | Sell |
33,220
-38
| -0.1% | -$9.27K | 0.32% | 70 |
|
|
2019
Q1 | $8.22M | Buy |
33,258
+15,552
| +88% | +$3.85M | 0.33% | 65 |
|
|
2018
Q4 | $4.41M | Sell |
17,706
-24,459
| -58% | -$6.09M | 0.36% | 47 |
|
|
2018
Q3 | $11.2M | Buy |
42,165
+3,697
| +10% | +$984K | 0.42% | 44 |
|
|
2018
Q2 | $9.44M | Sell |
38,468
-9,205
| -19% | -$2.26M | 0.34% | 57 |
|
|
2018
Q1 | $10.2M | Sell |
47,673
-7,231
| -13% | -$1.55M | 0.3% | 63 |
|
|
2017
Q4 | $12.1M | Buy |
54,904
+2,413
| +5% | +$532K | 0.33% | 54 |
|
|
2017
Q3 | $10.3M | Buy |
52,491
+5,431
| +12% | +$1.06M | 0.28% | 68 |
|
|
2017
Q2 | $8.73M | Buy |
47,060
+3,109
| +7% | +$576K | 0.26% | 70 |
|
|
2017
Q1 | $7.21M | Sell |
43,951
-3,243
| -7% | -$532K | 0.22% | 84 |
|
|
2016
Q4 | $7.55M | Buy |
47,194
+18,225
| +63% | +$2.92M | 0.22% | 91 |
|
|
2016
Q3 | $4.06M | Buy |
28,969
+3,136
| +12% | +$439K | 0.17% | 105 |
|
|
2016
Q2 | $3.65M | Buy |
25,833
+4,566
| +21% | +$645K | 0.16% | 109 |
|
|
2016
Q1 | $2.74M | Buy |
21,267
+661
| +3% | +$85.2K | 0.13% | 137 |
|
|
2015
Q4 | $2.42M | Buy |
20,606
+548
| +3% | +$64.5K | 0.11% | 153 |
|
|
2015
Q3 | $2.33M | Buy |
20,058
+1,962
| +11% | +$228K | 0.2% | 94 |
|
|
2015
Q2 | $2.18M | Sell |
18,096
-8,304
| -31% | -$1M | 0.11% | 161 |
|
|
2015
Q1 | $3.12M | Buy |
26,400
+6,503
| +33% | +$768K | 0.07% | 218 |
|
|
2014
Q4 | $2.01M | Buy |
19,897
+9,450
| +90% | +$955K | 0.12% | 150 |
|
|
2014
Q3 | $901K | Sell |
10,447
-4,520
| -30% | -$390K | 0.06% | 357 |
|
|
2014
Q2 | $1.22M | Sell |
14,967
-1,078
| -7% | -$88.2K | 0.08% | 278 |
|
|
2014
Q1 | $1.32M | Sell |
16,045
-2,138
| -12% | -$175K | 0.11% | 191 |
|
|
2013
Q4 | $1.35M | Sell |
18,183
-656
| -3% | -$48.8K | 0.13% | 158 |
|
|
2013
Q3 | $1.35M | Buy |
18,839
+1,015
| +6% | +$72.7K | 0.16% | 134 |
|
|
2013
Q2 | $1.17M | Buy |
+17,824
| New | +$1.17M | 0.15% | 140 |
|