First National Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,872
-449
| -10% | -$140K | 0.18% | 123 |
|
|
2025
Q1 | $2.26M | Sell |
4,321
-122
| -3% | -$63.9K | 0.36% | 89 |
|
|
2024
Q4 | $2.25M | Buy |
4,443
+66
| +2% | +$33.4K | 0.36% | 87 |
|
|
2024
Q3 | $2.56M | Sell |
4,377
-323
| -7% | -$189K | 0.41% | 83 |
|
|
2024
Q2 | $2.39M | Buy |
4,700
+388
| +9% | +$198K | 0.44% | 70 |
|
|
2024
Q1 | $2.12M | Buy |
4,312
+984
| +30% | +$483K | 0.47% | 69 |
|
|
2023
Q4 | $1.75M | Buy |
3,328
+732
| +28% | +$385K | 0.5% | 70 |
|
|
2023
Q3 | $1.31M | Buy |
2,596
+1,798
| +225% | +$907K | 0.58% | 59 |
|
|
2023
Q2 | $384K | Buy |
798
+32
| +4% | +$15.4K | 0.35% | 88 |
|
|
2023
Q1 | $362K | Buy |
766
+323
| +73% | +$153K | 0.41% | 83 |
|
|
2022
Q4 | $235K | Sell |
443
-10
| -2% | -$5.31K | 0.3% | 99 |
|
|
2022
Q3 | $229K | Buy |
453
+45
| +11% | +$22.7K | 0.34% | 90 |
|
|
2022
Q2 | $210K | Buy |
+408
| New | +$210K | 0.44% | 87 |
|