FAM
Formidable Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
5,157
-20
| -0.4% | -$10.5K | 0.45% | 43 |
|
|
2025
Q1 | $2.71M | Buy |
5,177
+48
| +0.9% | +$25.1K | 0.45% | 43 |
|
|
2024
Q4 | $2.59M | Sell |
5,129
-188
| -4% | -$95.1K | 0.43% | 46 |
|
|
2024
Q3 | $3.11M | Sell |
5,317
-101
| -2% | -$59.1K | 0.5% | 37 |
|
|
2024
Q2 | $2.76M | Buy |
5,418
+257
| +5% | +$131K | 0.45% | 38 |
|
|
2024
Q1 | $2.55M | Buy |
5,161
+3,785
| +275% | +$1.87M | 0.42% | 46 |
|
|
2023
Q4 | $725K | Hold |
1,376
| – | – | 0.15% | 132 |
|
|
2023
Q3 | $694K | Sell |
1,376
-69
| -5% | -$34.8K | 0.15% | 135 |
|
|
2023
Q2 | $695K | Hold |
1,445
| – | – | 0.15% | 138 |
|
|
2023
Q1 | $694K | Buy |
1,445
+100
| +7% | +$48K | 0.15% | 137 |
|
|
2022
Q4 | $713K | Sell |
1,345
-21
| -2% | -$11.1K | 0.16% | 120 |
|
|
2022
Q3 | $741K | Buy |
1,366
+20
| +1% | +$10.8K | 0.17% | 104 |
|
|
2022
Q2 | $696K | Buy |
1,346
+10
| +0.7% | +$5.17K | 0.16% | 120 |
|
|
2022
Q1 | $681K | Sell |
1,336
-20
| -1% | -$10.2K | 0.13% | 138 |
|
|
2021
Q4 | $676K | Sell |
1,356
-1
| -0.1% | -$499 | 0.13% | 148 |
|
|
2021
Q3 | $530K | Sell |
1,357
-551
| -29% | -$215K | 0.1% | 191 |
|
|
2021
Q2 | $764K | Buy |
1,908
+473
| +33% | +$189K | 0.16% | 120 |
|
|
2021
Q1 | $533K | Buy |
1,435
+81
| +6% | +$30.1K | 0.12% | 157 |
|
|
2020
Q4 | $474K | Hold |
1,354
| – | – | 0.11% | 157 |
|
|
2020
Q3 | $422K | Sell |
1,354
-15
| -1% | -$4.68K | 0.12% | 147 |
|
|
2020
Q2 | $408K | Buy |
+1,369
| New | +$408K | 0.12% | 158 |
|
|
2020
Q1 | – | Sell |
-810
| Closed | -$242K | – | 273 |
|
|
2019
Q4 | $242K | Buy |
+810
| New | +$242K | 0.08% | 183 |
|
|
2019
Q3 | – | Sell |
-999
| Closed | -$248K | – | 229 |
|
|
2019
Q2 | $248K | Sell |
999
-16,401
| -94% | -$4.07M | 0.09% | 170 |
|
|
2019
Q1 | $532K | Buy |
+17,400
| New | +$532K | 0.21% | 93 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$3K | – | 402 |
|
|
2016
Q1 | $3K | Sell |
25
-2,000
| -99% | -$240K | ﹤0.01% | 446 |
|
|
2015
Q4 | $233K | Hold |
2,025
| – | – | 0.16% | 124 |
|
|
2015
Q3 | $234K | Hold |
2,025
| – | – | 0.16% | 128 |
|
|
2015
Q2 | $247K | Hold |
2,025
| – | – | 0.16% | 121 |
|
|
2015
Q1 | $232K | Hold |
2,025
| – | – | 0.15% | 124 |
|
|
2014
Q4 | $205K | Hold |
2,025
| – | – | 0.14% | 117 |
|
|
2014
Q3 | $192K | Buy |
2,025
+25
| +1% | +$2.37K | 0.13% | 120 |
|
|
2014
Q2 | $164K | Hold |
2,000
| – | – | 0.1% | 144 |
|
|
2014
Q1 | $151K | Hold |
2,000
| – | – | 0.11% | 125 |
|
|
2013
Q4 | $143K | Hold |
2,000
| – | – | 0.1% | 142 |
|
|
2013
Q3 | $145K | Buy |
+2,000
| New | +$145K | 0.13% | 118 |
|