Forthright Family Wealth Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-397
| Closed | -$208K | – | 57 |
|
|
2025
Q1 | $208K | Hold |
397
| – | – | 0.14% | 53 |
|
|
2024
Q4 | $201K | Sell |
397
-44
| -10% | -$22.3K | 0.13% | 58 |
|
|
2024
Q3 | $242K | Sell |
441
-131
| -23% | -$72K | 0.16% | 57 |
|
|
2024
Q2 | $291K | Buy |
572
+54
| +10% | +$27.5K | 0.19% | 53 |
|
|
2024
Q1 | $256K | Buy |
518
+10
| +2% | +$4.95K | 0.17% | 55 |
|
|
2023
Q4 | $267K | Buy |
+508
| New | +$267K | 0.21% | 44 |
|