FTIS
First Trust Investment Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.84M | Sell |
9,982
-371
| -4% | -$217K | 0.66% | 42 |
|
|
2024
Q2 | $5.27M | Buy |
10,353
+294
| +3% | +$150K | 0.74% | 40 |
|
|
2024
Q1 | $4.98M | Buy |
10,059
+4,249
| +73% | +$2.1M | 0.88% | 35 |
|
|
2023
Q4 | $3.06M | Buy |
+5,810
| New | +$3.06M | 0.64% | 43 |
|