FTWA
Fifth Third Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
15,566
+794
| +5% | +$248K | 0.2% | 89 |
|
|
2025
Q1 | $7.74M | Buy |
14,772
+1,332
| +10% | +$698K | 0.4% | 40 |
|
|
2024
Q4 | $6.8M | Buy |
13,440
+1,422
| +12% | +$719K | 0.37% | 41 |
|
|
2024
Q3 | $7.03M | Buy |
12,018
+1,594
| +15% | +$932K | 0.43% | 37 |
|
|
2024
Q2 | $5.31M | Buy |
10,424
+2,442
| +31% | +$1.24M | 0.4% | 40 |
|
|
2024
Q1 | $3.95M | Buy |
7,982
+1,860
| +30% | +$920K | 0.62% | 23 |
|
|
2023
Q4 | $3.22M | Buy |
6,122
+620
| +11% | +$326K | 1.05% | 17 |
|
|
2023
Q3 | $2.77M | Buy |
5,502
+495
| +10% | +$250K | 1.12% | 17 |
|
|
2023
Q2 | $2.41M | Buy |
5,007
+3,494
| +231% | +$1.68M | 1.55% | 13 |
|
|
2023
Q1 | $715K | Buy |
+1,513
| New | +$715K | 1.32% | 26 |
|