FC
Forte Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,139
| Closed | -$1.12M | – | 243 |
|
|
2025
Q1 | $1.12M | Buy |
2,139
+79
| +4% | +$41.4K | 0.13% | 108 |
|
|
2024
Q4 | $1.04M | Sell |
2,060
-40
| -2% | -$20.2K | 0.12% | 109 |
|
|
2024
Q3 | $1.23M | Sell |
2,100
-316
| -13% | -$185K | 0.14% | 108 |
|
|
2024
Q2 | $1.23M | Sell |
2,416
-4
| -0.2% | -$2.04K | 0.15% | 102 |
|
|
2024
Q1 | $1.2M | Buy |
2,420
+217
| +10% | +$107K | 0.15% | 101 |
|
|
2023
Q4 | $1.16M | Buy |
2,203
+44
| +2% | +$23.2K | 0.16% | 96 |
|
|
2023
Q3 | $1.09M | Sell |
2,159
-25
| -1% | -$12.6K | 0.17% | 93 |
|
|
2023
Q2 | $1.05M | Sell |
2,184
-5
| -0.2% | -$2.4K | 0.15% | 95 |
|
|
2023
Q1 | $1.03M | Buy |
2,189
+27
| +1% | +$12.8K | 0.16% | 98 |
|
|
2022
Q4 | $1.15M | Buy |
2,162
+179
| +9% | +$94.9K | 0.2% | 93 |
|
|
2022
Q3 | $1M | Buy |
1,983
+15
| +0.8% | +$7.57K | 0.18% | 96 |
|
|
2022
Q2 | $1.01M | Buy |
1,968
+266
| +16% | +$137K | 0.18% | 99 |
|
|
2022
Q1 | $855K | Hold |
1,702
| – | – | 0.11% | 118 |
|
|
2021
Q4 | $855K | Buy |
1,702
+1,186
| +230% | +$596K | 0.11% | 118 |
|
|
2021
Q3 | $202K | Sell |
516
-160
| -24% | -$62.6K | 0.03% | 214 |
|
|
2021
Q2 | $271K | Buy |
676
+59
| +10% | +$23.7K | 0.04% | 190 |
|
|
2021
Q1 | $230K | Sell |
617
-90
| -13% | -$33.5K | 0.04% | 196 |
|
|
2020
Q4 | $248K | Buy |
707
+6
| +0.9% | +$2.11K | 0.04% | 182 |
|
|
2020
Q3 | $219K | Sell |
701
-106
| -13% | -$33.1K | 0.04% | 175 |
|
|
2020
Q2 | $238K | Buy |
+807
| New | +$238K | 0.05% | 160 |
|