FPCP
Fort Point Capital Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
1,438
-483
| -25% | -$151K | 0.03% | 222 |
|
|
2025
Q1 | $1.01M | Buy |
1,921
+151
| +9% | +$79.1K | 0.11% | 119 |
|
|
2024
Q4 | $895K | Sell |
1,770
-13
| -0.7% | -$6.58K | 0.1% | 131 |
|
|
2024
Q3 | $1.04M | Buy |
1,783
+183
| +11% | +$107K | 0.13% | 105 |
|
|
2024
Q2 | $815K | Sell |
1,600
-7
| -0.4% | -$3.57K | 0.1% | 136 |
|
|
2024
Q1 | $795K | Sell |
1,607
-5
| -0.3% | -$2.47K | 0.11% | 136 |
|
|
2023
Q4 | $849K | Buy |
1,612
+18
| +1% | +$9.48K | 0.12% | 113 |
|
|
2023
Q3 | $804K | Sell |
1,594
-20
| -1% | -$10.1K | 0.12% | 103 |
|
|
2023
Q2 | $776K | Sell |
1,614
-63
| -4% | -$30.3K | 0.11% | 107 |
|
|
2023
Q1 | $793K | Sell |
1,677
-121
| -7% | -$57.2K | 0.12% | 111 |
|
|
2022
Q4 | $953K | Sell |
1,798
-209
| -10% | -$111K | 0.15% | 97 |
|
|
2022
Q3 | $1.01M | Buy |
2,007
+143
| +8% | +$72.2K | 0.17% | 93 |
|
|
2022
Q2 | $957K | Buy |
1,864
+5
| +0.3% | +$2.57K | 0.16% | 95 |
|
|
2022
Q1 | $948K | Sell |
1,859
-99
| -5% | -$50.5K | 0.13% | 104 |
|
|
2021
Q4 | $983K | Sell |
1,958
-41
| -2% | -$20.6K | 0.13% | 98 |
|
|
2021
Q3 | $781K | Buy |
1,999
+813
| +69% | +$318K | 0.12% | 97 |
|
|
2021
Q2 | $475K | Hold |
1,186
| – | – | 0.09% | 99 |
|
|
2021
Q1 | $441K | Hold |
1,186
| – | – | 0.09% | 95 |
|
|
2020
Q4 | $416K | Sell |
1,186
-18
| -1% | -$6.31K | 0.1% | 94 |
|
|
2020
Q3 | $375K | Sell |
1,204
-121
| -9% | -$37.7K | 0.09% | 81 |
|
|
2020
Q2 | $391K | Sell |
1,325
-57
| -4% | -$16.8K | 0.12% | 77 |
|
|
2020
Q1 | $345K | Sell |
1,382
-119
| -8% | -$29.7K | 0.15% | 63 |
|
|
2019
Q4 | $441K | Buy |
1,501
+227
| +18% | +$66.7K | 0.16% | 70 |
|
|
2019
Q3 | $277K | Sell |
1,274
-84
| -6% | -$18.3K | 0.1% | 96 |
|
|
2019
Q2 | $331K | Sell |
1,358
-14
| -1% | -$3.41K | 0.13% | 73 |
|
|
2019
Q1 | $339K | Sell |
1,372
-490
| -26% | -$121K | 0.15% | 73 |
|
|
2018
Q4 | $464K | Hold |
1,862
| – | – | 0.19% | 67 |
|
|
2018
Q3 | $495K | Hold |
1,862
| – | – | 0.15% | 72 |
|
|
2018
Q2 | $457K | Buy |
1,862
+242
| +15% | +$59.4K | 0.15% | 65 |
|
|
2018
Q1 | $347K | Buy |
1,620
+410
| +34% | +$87.8K | 0.13% | 108 |
|
|
2017
Q4 | $267K | Buy |
+1,210
| New | +$267K | 0.12% | 103 |
|