FirstPurpose Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.32M Buy
2023
Q4
$1.53M Buy
2023
Q3
$1.45M Buy
2023
Q2
$1.37M Buy
2023
Q1
$1.32M Buy
2022
Q4
$1.45M Buy
2022
Q3
$1.33M Buy
2022
Q2
$411K Sell
2022
Q1
$439K Buy
2021
Q4
$409K Buy