FFT Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,456
| Closed | -$736K | – | 189 |
|
|
2024
Q4 | $736K | Buy |
1,456
+168
| +13% | +$85K | 0.06% | 72 |
|
|
2024
Q3 | $753K | Buy |
1,288
+136
| +12% | +$79.5K | 0.06% | 65 |
|
|
2024
Q2 | $586K | Sell |
1,152
-370
| -24% | -$188K | 0.05% | 64 |
|
|
2024
Q1 | $753K | Buy |
1,522
+358
| +31% | +$177K | 0.06% | 61 |
|
|
2023
Q4 | $613K | Sell |
1,164
-40
| -3% | -$21.1K | 0.05% | 55 |
|
|
2023
Q3 | $607K | Buy |
1,204
+59
| +5% | +$29.7K | 0.08% | 42 |
|
|
2023
Q2 | $550K | Buy |
1,145
+43
| +4% | +$20.7K | 0.07% | 41 |
|
|
2023
Q1 | $521K | Buy |
1,102
+160
| +17% | +$75.6K | 0.06% | 41 |
|
|
2022
Q4 | $499K | Hold |
942
| – | – | 0.06% | 38 |
|
|
2022
Q3 | $476K | Buy |
+942
| New | +$476K | 0.07% | 36 |
|
|
2021
Q4 | – | Sell |
-866
| Closed | -$338K | – | 101 |
|
|
2021
Q3 | $338K | Buy |
866
+287
| +50% | +$112K | 0.03% | 65 |
|
|
2021
Q2 | $232K | Buy |
+579
| New | +$232K | 0.05% | 56 |
|