FWM
ForthRight Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-491
| Closed | -$232K | – | 58 |
|
|
2023
Q1 | $232K | Hold |
491
| – | – | 0.11% | 49 |
|
|
2022
Q4 | $260K | Hold |
491
| – | – | 0.13% | 43 |
|
|
2022
Q3 | $248K | Hold |
491
| – | – | 0.15% | 39 |
|
|
2022
Q2 | $252K | Hold |
491
| – | – | 0.14% | 39 |
|
|
2022
Q1 | $250K | Hold |
491
| – | – | 0.13% | 37 |
|
|
2021
Q4 | $247K | Sell |
491
-25
| -5% | -$12.6K | 0.14% | 36 |
|
|
2021
Q3 | $202K | Buy |
+516
| New | +$202K | 0.12% | 38 |
|