FWA
FOCUS Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,660
| Closed | -$1.73M | – | 66 |
|
|
2023
Q1 | $1.73M | Sell |
3,660
-45
| -1% | -$21.3K | 1.14% | 22 |
|
|
2022
Q4 | $1.96M | Sell |
3,705
-60
| -2% | -$31.8K | 1.36% | 19 |
|
|
2022
Q3 | $1.9M | Sell |
3,765
-27
| -0.7% | -$13.6K | 1.35% | 20 |
|
|
2022
Q2 | $1.95M | Buy |
3,792
+12
| +0.3% | +$6.17K | 1.33% | 16 |
|
|
2022
Q1 | $1.93M | Sell |
3,780
-5
| -0.1% | -$2.55K | 1.15% | 21 |
|
|
2021
Q4 | $1.9M | Buy |
3,785
+124
| +3% | +$62.3K | 1.14% | 23 |
|
|
2021
Q3 | $1.43M | Buy |
3,661
+92
| +3% | +$36K | 0.97% | 25 |
|
|
2021
Q2 | $1.43M | Buy |
3,569
+175
| +5% | +$70.1K | 1% | 25 |
|
|
2021
Q1 | $1.25M | Sell |
3,394
-22
| -0.6% | -$8.08K | 0.92% | 26 |
|
|
2020
Q4 | $1.2M | Buy |
+3,416
| New | +$1.2M | 0.92% | 26 |
|