Fermata Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $354K | Buy |
|
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $346K | Buy |
|
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $238K | Buy |
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