Fortis Group Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
8,562
+5,729
| +202% | +$1.43M | 0.39% | 61 |
|
|
2025
Q1 | $1.48M | Sell |
2,833
-3,209
| -53% | -$1.68M | 0.29% | 87 |
|
|
2024
Q4 | $3.06M | Buy |
6,042
+57
| +1% | +$28.8K | 0.57% | 50 |
|
|
2024
Q3 | $3.5M | Sell |
5,985
-88
| -1% | -$51.4K | 0.65% | 46 |
|
|
2024
Q2 | $3.09M | Sell |
6,073
-3,835
| -39% | -$1.95M | 0.61% | 46 |
|
|
2024
Q1 | $4.9M | Buy |
9,908
+428
| +5% | +$212K | 0.9% | 35 |
|
|
2023
Q4 | $4.48M | Hold |
9,480
| – | – | 1.11% | 15 |
|
|
2023
Q3 | $4.48M | Sell |
9,480
-18
| -0.2% | -$8.51K | 1.37% | 13 |
|
|
2023
Q2 | $4.57M | Buy |
9,498
+7
| +0.1% | +$3.36K | 1.21% | 26 |
|
|
2023
Q1 | $4.67M | Buy |
+9,491
| New | +$4.67M | 1.41% | 16 |
|
|
2020
Q3 | $8.5M | Buy |
+27,271
| New | +$8.5M | 1.65% | 17 |
|