First Trust Direct Indexing’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $8.75M | Buy |
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|
2024
Q1 | $6.84M | Buy |
|
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|
2023
Q4 | $7.25M | Buy |
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|
2023
Q3 | $4.62M | Buy |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.73M | Sell |
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|
2022
Q4 | $4.23M | Buy |
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|
2022
Q3 | $3.91M | Buy |
|
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.45M | Buy |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $101K | Buy |
|