Forum Financial Management’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 | $2.43M | Sell |
|
|||||
|
2025
Q2 | $2.29M | Sell |
|
|||||
|
2025
Q1 | $4.53M | Buy |
|
|||||
|
2024
Q4 | $4.29M | Buy |
|
|||||
|
2024
Q3 | $3.96M | Sell |
|
|||||
|
2024
Q2 | $3.46M | Sell |
|
|||||
|
2024
Q1 | $3.41M | Sell |
|
|||||
|
2023
Q4 | $3.67M | Sell |
|
|||||
|
2023
Q3 | $3.7M | Buy |
|
|||||
|
2023
Q2 | $3.52M | Buy |
|
|||||
|
2023
Q1 | $3.24M | Buy |
|
|||||
|
2022
Q4 | $3.57M | Sell |
|
|||||
|
2022
Q3 | $3.4M | Buy |
|
|||||
|
2022
Q2 | $3.45M | Buy |
|
|||||
|
2022
Q1 | $3.33M | Sell |
|
|||||
|
2021
Q4 | $3.28M | Buy |
|