First Citizens Financial Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-595
| Closed | -$312K | – | 131 |
|
|
2025
Q1 | $312K | Buy |
595
+49
| +9% | +$25.7K | 0.18% | 95 |
|
|
2024
Q4 | $276K | Sell |
546
-3
| -0.5% | -$1.52K | 0.15% | 96 |
|
|
2024
Q3 | $321K | Buy |
549
+12
| +2% | +$7.02K | 0.17% | 88 |
|
|
2024
Q2 | $273K | Sell |
537
-7
| -1% | -$3.57K | 0.16% | 93 |
|
|
2024
Q1 | $269K | Buy |
544
+19
| +4% | +$9.4K | 0.16% | 97 |
|
|
2023
Q4 | $276K | Hold |
525
| – | – | 0.18% | 93 |
|
|
2023
Q3 | $265K | Hold |
525
| – | – | 0.19% | 91 |
|
|
2023
Q2 | $252K | Buy |
+525
| New | +$252K | 0.17% | 95 |
|
|
2022
Q4 | $278K | Hold |
525
| – | – | 0.24% | 79 |
|
|
2022
Q3 | $265K | Sell |
525
-20
| -4% | -$10.1K | 0.26% | 74 |
|
|
2022
Q2 | $280K | Hold |
545
| – | – | 0.25% | 76 |
|
|
2022
Q1 | $278K | Hold |
545
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $274K | Sell |
545
-33
| -6% | -$16.6K | 0.2% | 87 |
|
|
2021
Q3 | $226K | Sell |
578
-545
| -49% | -$213K | 0.18% | 94 |
|
|
2021
Q2 | $450K | Hold |
1,123
| – | – | 0.34% | 59 |
|
|
2021
Q1 | $418K | Sell |
1,123
-48
| -4% | -$17.9K | 0.34% | 62 |
|
|
2020
Q4 | $411K | Hold |
1,171
| – | – | 0.36% | 59 |
|
|
2020
Q3 | $365K | Hold |
1,171
| – | – | 0.36% | 57 |
|
|
2020
Q2 | $345K | Buy |
+1,171
| New | +$345K | 0.36% | 56 |
|