Forte Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $855K | Hold |
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|
2021
Q4 | $855K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $238K | Buy |
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