FCA
Fortis Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-619
| Closed | -$324K | – | 288 |
|
|
2025
Q1 | $324K | Buy |
619
+230
| +59% | +$120K | 0.07% | 195 |
|
|
2024
Q4 | $230K | Sell |
389
-45
| -10% | -$26.6K | 0.08% | 161 |
|
|
2024
Q3 | $254K | Buy |
434
+19
| +5% | +$11.1K | 0.08% | 151 |
|
|
2024
Q2 | $211K | Sell |
415
-62
| -13% | -$31.6K | 0.08% | 149 |
|
|
2024
Q1 | $236K | Buy |
+477
| New | +$236K | 0.1% | 149 |
|
|
2023
Q2 | – | Sell |
-337
| Closed | -$159K | – | 583 |
|
|
2023
Q1 | $159K | Sell |
337
-6
| -2% | -$2.84K | 0.09% | 129 |
|
|
2022
Q4 | $182K | Buy |
+343
| New | +$182K | 0.11% | 131 |
|