Fortis Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-513
| Closed | -$254K | – | 102 |
|
|
2024
Q1 | $254K | Sell |
513
-100
| -16% | -$49.5K | 0.17% | 85 |
|
|
2023
Q4 | $323K | Hold |
613
| – | – | 0.23% | 71 |
|
|
2023
Q3 | $309K | Hold |
613
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $295K | Sell |
613
-167
| -21% | -$80.3K | 0.21% | 71 |
|
|
2023
Q1 | $369K | Hold |
780
| – | – | 0.24% | 60 |
|
|
2022
Q4 | $414K | Hold |
780
| – | – | 0.32% | 46 |
|
|
2022
Q3 | $394K | Hold |
780
| – | – | 0.28% | 50 |
|
|
2022
Q2 | $401K | Sell |
780
-338
| -30% | -$174K | 0.27% | 56 |
|
|
2022
Q1 | $570K | Sell |
1,118
-106
| -9% | -$54K | 0.31% | 47 |
|
|
2021
Q4 | $615K | Buy |
1,224
+125
| +11% | +$62.8K | 0.36% | 43 |
|
|
2021
Q3 | $429K | Sell |
1,099
-250
| -19% | -$97.6K | 0.26% | 55 |
|
|
2021
Q2 | $540K | Buy |
1,349
+569
| +73% | +$228K | 0.31% | 51 |
|
|
2021
Q1 | $290K | Hold |
780
| – | – | 0.21% | 68 |
|
|
2020
Q4 | $274K | Buy |
780
+30
| +4% | +$10.5K | 0.24% | 49 |
|
|
2020
Q3 | $234K | Hold |
750
| – | – | 0.22% | 48 |
|
|
2020
Q2 | $221K | Sell |
750
-456
| -38% | -$134K | 0.22% | 52 |
|
|
2020
Q1 | $301K | Sell |
1,206
-31
| -3% | -$7.74K | 0.2% | 53 |
|
|
2019
Q4 | $364K | Hold |
1,237
| – | – | 0.22% | 61 |
|
|
2019
Q3 | $269K | Buy |
1,237
+192
| +18% | +$41.8K | 0.13% | 80 |
|
|
2019
Q2 | $255K | Hold |
1,045
| – | – | 0.12% | 87 |
|
|
2019
Q1 | $258K | Buy |
1,045
+145
| +16% | +$35.8K | 0.14% | 74 |
|
|
2018
Q4 | $224K | Hold |
900
| – | – | 0.14% | 69 |
|
|
2018
Q3 | $239K | Hold |
900
| – | – | 0.13% | 65 |
|
|
2018
Q2 | $221K | Buy |
900
+350
| +64% | +$85.9K | 0.13% | 69 |
|
|
2018
Q1 | $118K | Sell |
550
-500
| -48% | -$107K | 0.07% | 118 |
|
|
2017
Q4 | $231K | Buy |
1,050
+1,000
| +2,000% | +$220K | 0.14% | 63 |
|
|
2017
Q3 | $10K | Buy |
+50
| New | +$10K | 0.01% | 234 |
|