FOA
Five Oceans Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
1,320
-172
| -12% | -$53.7K | 0.18% | 77 |
|
|
2025
Q1 | $781K | Buy |
1,492
+3
| +0.2% | +$1.57K | 0.37% | 44 |
|
|
2024
Q4 | $753K | Sell |
1,489
-276
| -16% | -$140K | 0.35% | 45 |
|
|
2024
Q3 | $1.03M | Buy |
1,765
+54
| +3% | +$31.6K | 0.49% | 34 |
|
|
2024
Q2 | $871K | Sell |
1,711
-453
| -21% | -$231K | 0.46% | 39 |
|
|
2024
Q1 | $1.07M | Sell |
2,164
-16
| -0.7% | -$7.92K | 0.55% | 36 |
|
|
2023
Q4 | $1.15M | Buy |
2,180
+16
| +0.7% | +$8.42K | 0.64% | 35 |
|
|
2023
Q3 | $1.09M | Buy |
2,164
+18
| +0.8% | +$9.08K | 0.7% | 29 |
|
|
2023
Q2 | $1.03M | Buy |
2,146
+130
| +6% | +$62.5K | 0.66% | 33 |
|
|
2023
Q1 | $953K | Sell |
2,016
-636
| -24% | -$301K | 0.62% | 33 |
|
|
2022
Q4 | $1.41M | Buy |
2,652
+17
| +0.6% | +$9.01K | 0.97% | 18 |
|
|
2022
Q3 | $1.33M | Buy |
2,635
+457
| +21% | +$231K | 1.05% | 20 |
|
|
2022
Q2 | $1.12M | Buy |
2,178
+555
| +34% | +$285K | 0.83% | 27 |
|
|
2022
Q1 | $828K | Buy |
1,623
+33
| +2% | +$16.8K | 0.74% | 29 |
|
|
2021
Q4 | $798K | Buy |
1,590
+18
| +1% | +$9.03K | 0.7% | 29 |
|
|
2021
Q3 | $614K | Buy |
+1,572
| New | +$614K | 0.71% | 31 |
|