FSA
Financial Security Advisor’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
2,723
+182
| +7% | +$56.8K | 0.2% | 52 |
|
|
2025
Q1 | $1.33M | Buy |
2,541
+221
| +10% | +$116K | 0.34% | 34 |
|
|
2024
Q4 | $1.17M | Sell |
2,320
-3
| -0.1% | -$1.52K | 0.3% | 40 |
|
|
2024
Q3 | $1.36M | Buy |
2,323
+433
| +23% | +$253K | 0.34% | 35 |
|
|
2024
Q2 | $962K | Buy |
1,890
+17
| +0.9% | +$8.66K | 0.32% | 42 |
|
|
2024
Q1 | $926K | Buy |
1,873
+152
| +9% | +$75.2K | 0.32% | 42 |
|
|
2023
Q4 | $906K | Buy |
1,721
+5
| +0.3% | +$2.63K | 0.36% | 40 |
|
|
2023
Q3 | $866K | Buy |
+1,716
| New | +$866K | 0.4% | 37 |
|