Fortitude Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
1,081
+30
| +3% | +$9.36K | 0.19% | 117 |
|
|
2025
Q1 | $615K | Sell |
1,051
-463
| -31% | -$271K | 0.44% | 42 |
|
|
2024
Q4 | $766K | Sell |
1,514
-97
| -6% | -$49.1K | 0.46% | 42 |
|
|
2024
Q3 | $942K | Sell |
1,611
-76
| -5% | -$44.4K | 0.59% | 31 |
|
|
2024
Q2 | $859K | Buy |
1,687
+68
| +4% | +$34.6K | 0.51% | 33 |
|
|
2024
Q1 | $801K | Sell |
1,619
-234
| -13% | -$116K | 0.45% | 45 |
|
|
2023
Q4 | $976K | Buy |
1,853
+27
| +1% | +$14.2K | 0.59% | 28 |
|
|
2023
Q3 | $921K | Buy |
1,826
+52
| +3% | +$26.2K | 0.62% | 28 |
|
|
2023
Q2 | $853K | Sell |
1,774
-14
| -0.8% | -$6.73K | 0.63% | 35 |
|
|
2023
Q1 | $845K | Buy |
1,788
+127
| +8% | +$60K | 0.65% | 29 |
|
|
2022
Q4 | $881K | Buy |
1,661
+49
| +3% | +$26K | 0.75% | 25 |
|
|
2022
Q3 | $814K | Buy |
1,612
+39
| +2% | +$19.7K | 0.77% | 23 |
|
|
2022
Q2 | $808K | Sell |
1,573
-75
| -5% | -$38.5K | 0.74% | 28 |
|
|
2022
Q1 | $840K | Buy |
1,648
+251
| +18% | +$128K | 0.45% | 37 |
|
|
2021
Q4 | $702K | Buy |
+1,397
| New | +$702K | 0.35% | 45 |
|