FA
Fiducient Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,432
| Closed | -$709K | – | 161 |
|
|
2024
Q1 | $709K | Buy |
1,432
+18
| +1% | +$8.91K | 0.14% | 65 |
|
|
2023
Q4 | $744K | Sell |
1,414
-166
| -11% | -$87.4K | 0.14% | 59 |
|
|
2023
Q3 | $797K | Buy |
+1,580
| New | +$797K | 0.05% | 53 |
|
|
2023
Q1 | – | Sell |
-4,734
| Closed | -$2.51M | – | 157 |
|
|
2022
Q4 | $2.51M | Buy |
4,734
+4,280
| +943% | +$2.27M | 0.74% | 15 |
|
|
2022
Q3 | $229K | Sell |
454
-187
| -29% | -$94.3K | 0.11% | 54 |
|
|
2022
Q2 | $329K | Buy |
641
+175
| +38% | +$89.8K | 0.12% | 63 |
|
|
2022
Q1 | $238K | Buy |
466
+46
| +11% | +$23.5K | 0.09% | 57 |
|
|
2021
Q4 | $211K | Buy |
+420
| New | +$211K | 0.06% | 56 |
|