FAM
Flaharty Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,358
+715
| +111% | +$223K | 0.09% | 52 |
|
|
2025
Q1 | $337K | Sell |
643
-25
| -4% | -$13.1K | 0.05% | 87 |
|
|
2024
Q4 | $338K | Sell |
668
-6
| -0.9% | -$3.04K | 0.05% | 88 |
|
|
2024
Q3 | $394K | Hold |
674
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $343K | Hold |
674
| – | – | 0.05% | 82 |
|
|
2024
Q1 | $333K | Sell |
674
-6
| -0.9% | -$2.97K | 0.05% | 87 |
|
|
2023
Q4 | $358K | Hold |
680
| – | – | 0.06% | 85 |
|
|
2023
Q3 | $343K | Hold |
680
| – | – | 0.06% | 76 |
|
|
2023
Q2 | $327K | Hold |
680
| – | – | 0.06% | 79 |
|
|
2023
Q1 | $321K | Hold |
680
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $361K | Sell |
680
-68
| -9% | -$36.1K | 0.07% | 78 |
|
|
2022
Q3 | $378K | Buy |
748
+8
| +1% | +$4.04K | 0.08% | 72 |
|
|
2022
Q2 | $380K | Hold |
740
| – | – | 0.08% | 73 |
|
|
2022
Q1 | $377K | Buy |
740
+30
| +4% | +$15.3K | 0.07% | 76 |
|
|
2021
Q4 | $357K | Hold |
710
| – | – | 0.07% | 86 |
|
|
2021
Q3 | $277K | Buy |
710
+18
| +3% | +$7.02K | 0.06% | 99 |
|
|
2021
Q2 | $277K | Sell |
692
-83
| -11% | -$33.2K | 0.06% | 97 |
|
|
2021
Q1 | $288K | Hold |
775
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $272K | Buy |
775
+20
| +3% | +$7.02K | 0.07% | 87 |
|
|
2020
Q3 | $235K | Sell |
755
-12
| -2% | -$3.74K | 0.07% | 61 |
|
|
2020
Q2 | $226K | Buy |
+767
| New | +$226K | 0.08% | 64 |
|
|
2020
Q1 | – | Sell |
-767
| Closed | -$225K | – | 74 |
|
|
2019
Q4 | $225K | Buy |
+767
| New | +$225K | 0.08% | 66 |
|
|
2019
Q3 | – | Sell |
-1,508
| Closed | -$368K | – | 75 |
|
|
2019
Q2 | $368K | Sell |
1,508
-561
| -27% | -$137K | 0.14% | 51 |
|
|
2019
Q1 | $512K | Buy |
2,069
+53
| +3% | +$13.1K | 0.21% | 42 |
|
|
2018
Q4 | $502K | Hold |
2,016
| – | – | 0.21% | 38 |
|
|
2018
Q3 | $543K | Buy |
2,016
+182
| +10% | +$49K | 0.21% | 41 |
|
|
2018
Q2 | $450K | Sell |
1,834
-1,509
| -45% | -$370K | 0.18% | 47 |
|
|
2018
Q1 | $726K | Buy |
3,343
+649
| +24% | +$141K | 0.31% | 33 |
|
|
2017
Q4 | $606K | Buy |
+2,694
| New | +$606K | 0.27% | 36 |
|