Fermata Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,483
| Closed | -$777K | – | 288 |
|
|
2025
Q1 | $777K | Buy |
1,483
+123
| +9% | +$64.4K | 0.14% | 119 |
|
|
2024
Q4 | $688K | Buy |
1,360
+755
| +125% | +$382K | 0.13% | 114 |
|
|
2024
Q3 | $354K | Buy |
605
+74
| +14% | +$43.3K | 0.07% | 160 |
|
|
2024
Q2 | $271K | Sell |
531
-168
| -24% | -$85.6K | 0.06% | 177 |
|
|
2024
Q1 | $346K | Buy |
699
+235
| +51% | +$116K | 0.08% | 147 |
|
|
2023
Q4 | $244K | Sell |
464
-60
| -11% | -$31.6K | 0.06% | 151 |
|
|
2023
Q3 | $266K | Buy |
+524
| New | +$266K | 0.08% | 129 |
|
|
2022
Q3 | – | Sell |
-497
| Closed | -$257K | – | 162 |
|
|
2022
Q2 | $257K | Sell |
497
-57
| -10% | -$29.5K | 0.09% | 135 |
|
|
2022
Q1 | $284K | Sell |
554
-70
| -11% | -$35.9K | 0.11% | 129 |
|
|
2021
Q4 | $315K | Buy |
624
+34
| +6% | +$17.2K | 0.12% | 123 |
|
|
2021
Q3 | $231K | Sell |
590
-3
| -0.5% | -$1.18K | 0.1% | 155 |
|
|
2021
Q2 | $238K | Buy |
+593
| New | +$238K | 0.14% | 128 |
|