Fortem Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
685
-24
| -3% | -$7.49K | 0.07% | 159 |
|
|
2025
Q1 | $371K | Sell |
709
-109
| -13% | -$57.1K | 0.14% | 139 |
|
|
2024
Q4 | $414K | Buy |
818
+117
| +17% | +$59.2K | 0.16% | 127 |
|
|
2024
Q3 | $410K | Buy |
701
+12
| +2% | +$7.02K | 0.17% | 127 |
|
|
2024
Q2 | $351K | Sell |
689
-35
| -5% | -$17.8K | 0.15% | 132 |
|
|
2024
Q1 | $358K | Sell |
724
-57
| -7% | -$28.2K | 0.16% | 133 |
|
|
2023
Q4 | $411K | Sell |
781
-5
| -0.6% | -$2.63K | 0.2% | 117 |
|
|
2023
Q3 | $396K | Sell |
786
-36
| -4% | -$18.2K | 0.23% | 112 |
|
|
2023
Q2 | $395K | Buy |
822
+10
| +1% | +$4.81K | 0.23% | 108 |
|
|
2023
Q1 | $384K | Sell |
812
-145
| -15% | -$68.5K | 0.25% | 109 |
|
|
2022
Q4 | $507K | Buy |
957
+13
| +1% | +$6.89K | 0.3% | 99 |
|
|
2022
Q3 | $477K | Buy |
944
+125
| +15% | +$63.2K | 0.33% | 94 |
|
|
2022
Q2 | $421K | Sell |
819
-5
| -0.6% | -$2.57K | 0.28% | 109 |
|
|
2022
Q1 | $420K | Buy |
824
+16
| +2% | +$8.16K | 0.18% | 120 |
|
|
2021
Q4 | $406K | Buy |
808
+15
| +2% | +$7.54K | 0.19% | 130 |
|
|
2021
Q3 | $310K | Hold |
793
| – | – | 0.16% | 137 |
|
|
2021
Q2 | $318K | Buy |
793
+17
| +2% | +$6.82K | 0.16% | 144 |
|
|
2021
Q1 | $289K | Buy |
776
+100
| +15% | +$37.2K | 0.17% | 139 |
|
|
2020
Q4 | $237K | Hold |
676
| – | – | 0.14% | 140 |
|
|
2020
Q3 | $211K | Buy |
+676
| New | +$211K | 0.15% | 132 |
|
|
2020
Q1 | – | Sell |
-823
| Closed | -$242K | – | 144 |
|
|
2019
Q4 | $242K | Sell |
823
-427
| -34% | -$126K | 0.18% | 101 |
|
|
2019
Q3 | $272K | Sell |
1,250
-39
| -3% | -$8.49K | 0.23% | 90 |
|
|
2019
Q2 | $315K | Hold |
1,289
| – | – | 0.32% | 67 |
|
|
2019
Q1 | $319K | Sell |
1,289
-21
| -2% | -$5.2K | 0.33% | 63 |
|
|
2018
Q4 | $326K | Buy |
+1,310
| New | +$326K | 0.39% | 61 |
|