Fi3 Financial 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 | $277K | Sell |
888
-285
| -24% | -$88.9K | 0.1% | 105 |
|
|
2025
Q1 | $614K | Buy |
1,173
+344
| +41% | +$180K | 0.25% | 42 |
|
|
2024
Q4 | $419K | Sell |
829
-60
| -7% | -$30.4K | 0.16% | 54 |
|
|
2024
Q3 | $520K | Buy |
889
+117
| +15% | +$68.4K | 0.21% | 45 |
|
|
2024
Q2 | $393K | Buy |
772
+12
| +2% | +$6.11K | 0.17% | 43 |
|
|
2024
Q1 | $374K | Sell |
760
-167
| -18% | -$82.2K | 0.17% | 44 |
|
|
2023
Q4 | $488K | Sell |
927
-151
| -14% | -$79.5K | 0.23% | 36 |
|
|
2023
Q3 | $544K | Buy |
1,078
+208
| +24% | +$105K | 0.29% | 33 |
|
|
2023
Q2 | $418K | Sell |
870
-142
| -14% | -$68.2K | 0.22% | 40 |
|
|
2023
Q1 | $478K | Buy |
1,012
+18
| +2% | +$8.51K | 0.26% | 39 |
|
|
2022
Q4 | $527K | Buy |
994
+451
| +83% | +$239K | 0.3% | 36 |
|
|
2022
Q3 | $274K | Buy |
543
+5
| +0.9% | +$2.52K | 0.25% | 37 |
|
|
2022
Q2 | $270K | Buy |
538
+86
| +19% | +$43.2K | 0.22% | 38 |
|
|
2022
Q1 | $231K | Buy |
452
+18
| +4% | +$9.2K | 0.18% | 44 |
|
|
2021
Q4 | $218K | Buy |
+434
| New | +$218K | 0.14% | 48 |
|