Fi3 Financial 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
Q3 | $463K | Buy |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $488K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $218K | Buy |
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