FWM
Focused Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
2,581
+2,084
| +419% | +$650K | 0.1% | 77 |
|
|
2025
Q1 | $260K | Sell |
497
-43
| -8% | -$22.5K | 0.04% | 131 |
|
|
2024
Q4 | $273K | Sell |
540
-37
| -6% | -$18.7K | 0.04% | 122 |
|
|
2024
Q3 | $337K | Buy |
577
+50
| +9% | +$29.2K | 0.04% | 126 |
|
|
2024
Q2 | $269K | Hold |
527
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $260K | Buy |
527
+12
| +2% | +$5.93K | 0.04% | 125 |
|
|
2023
Q4 | $271K | Buy |
515
+27
| +6% | +$14.2K | 0.04% | 113 |
|
|
2023
Q3 | $246K | Buy |
488
+2
| +0.4% | +$1.01K | 0.04% | 122 |
|
|
2023
Q2 | $234K | Sell |
486
-112
| -19% | -$53.9K | 0.04% | 128 |
|
|
2023
Q1 | $283K | Buy |
598
+138
| +30% | +$65.2K | 0.06% | 108 |
|
|
2022
Q4 | $244K | Buy |
460
+107
| +30% | +$56.7K | 0.05% | 121 |
|
|
2022
Q3 | $178K | Buy |
353
+1
| +0.3% | +$504 | 0.04% | 138 |
|
|
2022
Q2 | $181K | Buy |
352
+1
| +0.3% | +$514 | 0.03% | 145 |
|
|
2022
Q1 | $179K | Sell |
351
-5
| -1% | -$2.55K | 0.03% | 154 |
|
|
2021
Q4 | $179K | Buy |
356
+8
| +2% | +$4.02K | 0.03% | 184 |
|
|
2021
Q3 | $136K | Buy |
348
+15
| +5% | +$5.86K | 0.02% | 231 |
|
|
2021
Q2 | $133K | Buy |
333
+1
| +0.3% | +$399 | 0.02% | 250 |
|
|
2021
Q1 | $124K | Buy |
332
+1
| +0.3% | +$373 | 0.02% | 242 |
|
|
2020
Q4 | $116K | Buy |
331
+1
| +0.3% | +$350 | 0.02% | 230 |
|
|
2020
Q3 | $103K | Buy |
330
+63
| +24% | +$19.7K | 0.02% | 240 |
|
|
2020
Q2 | $79K | Hold |
267
| – | – | 0.02% | 254 |
|
|
2020
Q1 | $67K | Buy |
267
+1
| +0.4% | +$251 | 0.02% | 254 |
|
|
2019
Q4 | $78K | Sell |
266
-13
| -5% | -$3.81K | 0.02% | 274 |
|
|
2019
Q3 | $61K | Sell |
279
-125
| -31% | -$27.3K | 0.02% | 288 |
|
|
2019
Q2 | $99K | Sell |
404
-10
| -2% | -$2.45K | 0.03% | 240 |
|
|
2019
Q1 | $102K | Hold |
414
| – | – | 0.03% | 213 |
|
|
2018
Q4 | $103K | Buy |
414
+10
| +2% | +$2.49K | 0.04% | 226 |
|
|
2018
Q3 | $107K | Sell |
404
-10
| -2% | -$2.65K | 0.04% | 220 |
|
|
2018
Q2 | $102K | Buy |
414
+10
| +2% | +$2.46K | 0.04% | 220 |
|
|
2018
Q1 | $86K | Hold |
404
| – | – | 0.03% | 250 |
|
|
2017
Q4 | $89K | Sell |
404
-12
| -3% | -$2.64K | 0.03% | 241 |
|
|
2017
Q3 | $81K | Hold |
416
| – | – | 0.03% | 179 |
|
|
2017
Q2 | $77K | Buy |
416
+137
| +49% | +$25.4K | 0.03% | 244 |
|
|
2017
Q1 | $46K | Sell |
279
-2,984
| -91% | -$492K | 0.02% | 289 |
|
|
2016
Q4 | $522K | Buy |
3,263
+351
| +12% | +$56.2K | 0.22% | 73 |
|
|
2016
Q3 | $408K | Buy |
2,912
+1
| +0% | +$140 | 0.18% | 86 |
|
|
2016
Q2 | $411K | Sell |
2,911
-116
| -4% | -$16.4K | 0.19% | 78 |
|
|
2016
Q1 | $390K | Buy |
3,027
+2,462
| +436% | +$317K | 0.21% | 76 |
|
|
2015
Q4 | $66K | Buy |
565
+56
| +11% | +$6.54K | 0.04% | 183 |
|
|
2015
Q3 | $59K | Hold |
509
| – | – | 0.04% | 181 |
|
|
2015
Q2 | $62K | Hold |
509
| – | – | 0.04% | 180 |
|
|
2015
Q1 | $60K | Hold |
509
| – | – | 0.04% | 178 |
|
|
2014
Q4 | $51K | Sell |
509
-33
| -6% | -$3.31K | 0.04% | 187 |
|
|
2014
Q3 | $47K | Sell |
542
-67
| -11% | -$5.81K | 0.04% | 196 |
|
|
2014
Q2 | $50K | Buy |
609
+100
| +20% | +$8.21K | 0.04% | 185 |
|
|
2014
Q1 | $42K | Hold |
509
| – | – | 0.04% | 182 |
|
|
2013
Q4 | $38K | Buy |
509
+105
| +26% | +$7.84K | 0.03% | 191 |
|
|
2013
Q3 | $29K | Buy |
+404
| New | +$29K | 0.03% | 220 |
|