Financial Advisory Partners’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 |
-6,235
| Closed | -$3.15M | – | 67 |
|
|
2024
Q4 | $3.15M | Sell |
6,235
-38
| -0.6% | -$19.2K | 1.05% | 38 |
|
|
2024
Q3 | $3.67M | Sell |
6,273
-142
| -2% | -$83K | 1.22% | 35 |
|
|
2024
Q2 | $3.27M | Sell |
6,415
-150
| -2% | -$76.4K | 1.22% | 36 |
|
|
2024
Q1 | $3.25M | Sell |
6,565
-962
| -13% | -$476K | 1.26% | 38 |
|
|
2023
Q4 | $3.96M | Sell |
7,527
-117
| -2% | -$61.6K | 1.44% | 29 |
|
|
2023
Q3 | $3.85M | Sell |
7,644
-28
| -0.4% | -$14.1K | 1.55% | 21 |
|
|
2023
Q2 | $3.69M | Buy |
7,672
+53
| +0.7% | +$25.5K | 1.42% | 37 |
|
|
2023
Q1 | $3.6M | Buy |
+7,619
| New | +$3.6M | 1.43% | 35 |
|