First Affirmative Financial Network’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$777K Sell
2024
Q4
$811K Sell
2024
Q3
$960K Buy
2024
Q2
$817K Sell
2024
Q1
$846K Buy
2023
Q4
$866K Buy
2023
Q3
$714K Sell
2023
Q2
$686K Sell
2023
Q1
$693K Sell
2022
Q4
$787K Sell
2022
Q3
$862K Sell
2022
Q2
$1.02M Sell
2022
Q1
$1.11M Buy
2021
Q4
$970K Buy
2021
Q3
$707K Buy