Fortis Group 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
Q3 | $2.98M | Buy |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $4.48M | Hold |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.57M | Buy |
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|
2023
Q1 | $4.67M | Buy |
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|
2020
Q3 | $8.5M | Buy |
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