FPAS
Focus Partners Advisor Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
9,185
-4,162
| -31% | -$1.3M | 0.04% | 219 |
|
|
2025
Q1 | $6.99M | Buy |
13,347
+2,515
| +23% | +$1.32M | 0.11% | 100 |
|
|
2024
Q4 | $5.48M | Buy |
10,832
+3,938
| +57% | +$1.99M | 0.09% | 110 |
|
|
2024
Q3 | $4.03M | Buy |
6,894
+420
| +6% | +$246K | 0.08% | 119 |
|
|
2024
Q2 | $3.3M | Sell |
6,474
-3,582
| -36% | -$1.82M | 0.09% | 115 |
|
|
2024
Q1 | $4.97M | Buy |
10,056
+7,513
| +295% | +$3.72M | 0.14% | 81 |
|
|
2023
Q4 | $1.34M | Sell |
2,543
-630
| -20% | -$332K | 0.06% | 138 |
|
|
2023
Q3 | $1.6M | Buy |
3,173
+1,432
| +82% | +$722K | 0.08% | 124 |
|
|
2023
Q2 | $837K | Sell |
1,741
-36
| -2% | -$17.3K | 0.05% | 156 |
|
|
2023
Q1 | $840K | Sell |
1,777
-1,149
| -39% | -$543K | 0.05% | 141 |
|
|
2022
Q4 | $1.55M | Sell |
2,926
-1,415
| -33% | -$750K | 0.12% | 95 |
|
|
2022
Q3 | $2.19M | Sell |
4,341
-1,347
| -24% | -$680K | 0.13% | 80 |
|
|
2022
Q2 | $2.92M | Buy |
5,688
+3,068
| +117% | +$1.58M | 0.25% | 55 |
|
|
2022
Q1 | $1.34M | Buy |
2,620
+269
| +11% | +$137K | 0.13% | 94 |
|
|
2021
Q4 | $1.18M | Buy |
+2,351
| New | +$1.18M | 0.25% | 32 |
|