Fortis Capital Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$324K Buy
2024
Q4
$230K Sell
2024
Q3
$254K Buy
2024
Q2
$211K Sell
2024
Q1
$236K Buy
2023
Q2
Sell
2023
Q1
$159K Sell
2022
Q4
$182K Buy