FTDI
First Trust Direct Indexing’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,374
| Closed | -$11.9M | – | 873 |
|
|
2024
Q3 | $11.9M | Buy |
20,374
+3,196
| +19% | +$1.87M | 0.64% | 19 |
|
|
2024
Q2 | $8.75M | Buy |
17,178
+3,358
| +24% | +$1.71M | 0.54% | 22 |
|
|
2024
Q1 | $6.84M | Buy |
13,820
+54
| +0.4% | +$26.7K | 0.51% | 25 |
|
|
2023
Q4 | $7.25M | Buy |
13,766
+4,602
| +50% | +$2.42M | 0.65% | 20 |
|
|
2023
Q3 | $4.62M | Buy |
9,164
+1,165
| +15% | +$587K | 0.53% | 27 |
|
|
2023
Q2 | $3.84M | Buy |
7,999
+112
| +1% | +$53.8K | 0.43% | 34 |
|
|
2023
Q1 | $3.73M | Sell |
7,887
-92
| -1% | -$43.5K | 0.44% | 33 |
|
|
2022
Q4 | $4.23M | Buy |
7,979
+240
| +3% | +$127K | 0.56% | 24 |
|
|
2022
Q3 | $3.91M | Buy |
7,739
+65
| +0.8% | +$32.8K | 0.57% | 23 |
|
|
2022
Q2 | $3.94M | Buy |
7,674
+245
| +3% | +$126K | 0.55% | 27 |
|
|
2022
Q1 | $3.79M | Buy |
7,429
+558
| +8% | +$285K | 0.46% | 35 |
|
|
2021
Q4 | $3.45M | Buy |
6,871
+105
| +2% | +$52.7K | 0.45% | 35 |
|
|
2021
Q3 | $2.64M | Buy |
6,766
+14
| +0.2% | +$5.47K | 0.38% | 45 |
|
|
2021
Q2 | $2.7M | Buy |
6,752
+5,830
| +632% | +$2.33M | 0.4% | 40 |
|
|
2021
Q1 | $343K | Buy |
922
+634
| +220% | +$236K | 0.09% | 286 |
|
|
2020
Q4 | $101K | Buy |
+288
| New | +$101K | 0.03% | 496 |
|