FFA
First Foundation Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
11,540
-15,502
| -57% | -$4.84M | 0.13% | 107 |
|
|
2025
Q1 | $14.2M | Sell |
27,042
-2,450
| -8% | -$1.28M | 0.58% | 40 |
|
|
2024
Q4 | $14.9M | Sell |
29,492
-1,470
| -5% | -$744K | 0.56% | 38 |
|
|
2024
Q3 | $18.1M | Sell |
30,962
-4,231
| -12% | -$2.47M | 0.68% | 34 |
|
|
2024
Q2 | $17.9M | Sell |
35,193
-15,189
| -30% | -$7.74M | 0.68% | 35 |
|
|
2024
Q1 | $24.9M | Sell |
50,382
-1,079
| -2% | -$534K | 1% | 24 |
|
|
2023
Q4 | $27.1M | Sell |
51,461
-12,145
| -19% | -$6.39M | 1.23% | 17 |
|
|
2023
Q3 | $32.1M | Buy |
63,606
+3,501
| +6% | +$1.77M | 1.5% | 11 |
|
|
2023
Q2 | $28.9M | Buy |
60,105
+292
| +0.5% | +$140K | 1.25% | 14 |
|
|
2023
Q1 | $28.3M | Buy |
59,813
+1,096
| +2% | +$518K | 1.3% | 16 |
|
|
2022
Q4 | $31.1M | Sell |
58,717
-15,575
| -21% | -$8.26M | 1.49% | 13 |
|
|
2022
Q3 | $37.5M | Sell |
74,292
-11,236
| -13% | -$5.67M | 1.84% | 8 |
|
|
2022
Q2 | $43.9M | Buy |
85,528
+5,306
| +7% | +$2.73M | 1.94% | 11 |
|
|
2022
Q1 | $40.9M | Buy |
80,222
+1,541
| +2% | +$786K | 1.48% | 13 |
|
|
2021
Q4 | $39.5M | Buy |
78,681
+20,570
| +35% | +$10.3M | 1.36% | 16 |
|
|
2021
Q3 | $22.7M | Buy |
58,111
+2,607
| +5% | +$1.02M | 0.85% | 30 |
|
|
2021
Q2 | $22.2M | Buy |
55,504
+3,137
| +6% | +$1.26M | 0.86% | 27 |
|
|
2021
Q1 | $19.5M | Buy |
52,367
+4,779
| +10% | +$1.78M | 0.84% | 30 |
|
|
2020
Q4 | $16.7M | Buy |
47,588
+2,606
| +6% | +$914K | 0.74% | 36 |
|
|
2020
Q3 | $14M | Sell |
44,982
-20
| -0% | -$6.24K | 0.65% | 36 |
|
|
2020
Q2 | $13.3M | Buy |
45,002
+1,092
| +2% | +$322K | 0.68% | 35 |
|
|
2020
Q1 | $11M | Sell |
43,910
-503
| -1% | -$125K | 0.67% | 36 |
|
|
2019
Q4 | $13.1M | Buy |
44,413
+14,380
| +48% | +$4.23M | 0.65% | 37 |
|
|
2019
Q3 | $6.53M | Buy |
30,033
+1,177
| +4% | +$256K | 0.35% | 59 |
|
|
2019
Q2 | $7.04M | Buy |
28,856
+5,494
| +24% | +$1.34M | 0.39% | 55 |
|
|
2019
Q1 | $5.78M | Buy |
23,362
+11,699
| +100% | +$2.89M | 0.34% | 59 |
|
|
2018
Q4 | $2.91M | Buy |
11,663
+1,268
| +12% | +$316K | 0.18% | 84 |
|
|
2018
Q3 | $2.77M | Sell |
10,395
-1,054
| -9% | -$280K | 0.15% | 93 |
|
|
2018
Q2 | $2.81M | Sell |
11,449
-967
| -8% | -$237K | 0.17% | 89 |
|
|
2018
Q1 | $2.66M | Buy |
12,416
+1,020
| +9% | +$218K | 0.15% | 91 |
|
|
2017
Q4 | $2.51M | Sell |
11,396
-318
| -3% | -$70.1K | 0.14% | 98 |
|
|
2017
Q3 | $2.29M | Buy |
11,714
+1,012
| +9% | +$198K | 0.13% | 96 |
|
|
2017
Q2 | $1.98M | Buy |
10,702
+508
| +5% | +$94.2K | 0.12% | 108 |
|
|
2017
Q1 | $1.67M | Sell |
10,194
-198
| -2% | -$32.5K | 0.1% | 111 |
|
|
2016
Q4 | $1.66M | Sell |
10,392
-377
| -4% | -$60.3K | 0.11% | 114 |
|
|
2016
Q3 | $1.51M | Buy |
10,769
+91
| +0.9% | +$12.7K | 0.1% | 115 |
|
|
2016
Q2 | $1.51M | Buy |
10,678
+978
| +10% | +$138K | 0.11% | 109 |
|
|
2016
Q1 | $1.25M | Buy |
9,700
+60
| +0.6% | +$7.73K | 0.09% | 114 |
|
|
2015
Q4 | $1.13M | Buy |
9,640
+300
| +3% | +$35.3K | 0.08% | 122 |
|
|
2015
Q3 | $1.08M | Sell |
9,340
-300
| -3% | -$34.8K | 0.09% | 113 |
|
|
2015
Q2 | $1.18M | Hold |
9,640
| – | – | 0.09% | 106 |
|
|
2015
Q1 | $1.14M | Buy |
+9,640
| New | +$1.14M | 0.1% | 99 |
|