FMWA
Forvis Mazars Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
2,845
-475
| -14% | -$148K | 0.02% | 218 |
|
|
2025
Q1 | $1.74M | Buy |
3,320
+75
| +2% | +$39.3K | 0.04% | 164 |
|
|
2024
Q4 | $1.64M | Hold |
3,245
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $1.9M | Buy |
3,245
+168
| +5% | +$98.2K | 0.04% | 170 |
|
|
2024
Q2 | $1.57M | Sell |
3,077
-308
| -9% | -$157K | 0.04% | 179 |
|
|
2024
Q1 | $1.67M | Buy |
3,385
+277
| +9% | +$137K | 0.04% | 174 |
|
|
2023
Q4 | $1.64M | Sell |
3,108
-198
| -6% | -$104K | 0.05% | 169 |
|
|
2023
Q3 | $1.67M | Sell |
3,306
-2
| -0.1% | -$1.01K | 0.05% | 162 |
|
|
2023
Q2 | $1.59M | Hold |
3,308
| – | – | 0.05% | 185 |
|
|
2023
Q1 | $1.56M | Buy |
3,308
+150
| +5% | +$70.9K | 0.05% | 168 |
|
|
2022
Q4 | $1.67M | Sell |
3,158
-116
| -4% | -$61.5K | 0.06% | 160 |
|
|
2022
Q3 | $1.65M | Sell |
3,274
-286
| -8% | -$144K | 0.07% | 153 |
|
|
2022
Q2 | $1.83M | Buy |
3,560
+523
| +17% | +$269K | 0.07% | 133 |
|
|
2022
Q1 | $1.55M | Buy |
3,037
+480
| +19% | +$245K | 0.07% | 125 |
|
|
2021
Q4 | $1.28M | Sell |
2,557
-135
| -5% | -$67.8K | 0.05% | 127 |
|
|
2021
Q3 | $1.05M | Buy |
2,692
+5
| +0.2% | +$1.95K | 0.05% | 134 |
|
|
2021
Q2 | $1.08M | Sell |
2,687
-589
| -18% | -$236K | 0.05% | 129 |
|
|
2021
Q1 | $1.22M | Sell |
3,276
-4,188
| -56% | -$1.56M | 0.06% | 121 |
|
|
2020
Q4 | $2.62M | Buy |
7,464
+631
| +9% | +$221K | 0.13% | 84 |
|
|
2020
Q3 | $2.13M | Buy |
6,833
+125
| +2% | +$39K | 0.12% | 85 |
|
|
2020
Q2 | $1.98M | Buy |
6,708
+196
| +3% | +$57.8K | 0.13% | 83 |
|
|
2020
Q1 | $1.62M | Buy |
6,512
+60
| +0.9% | +$15K | 0.13% | 81 |
|
|
2019
Q4 | $1.9M | Buy |
6,452
+277
| +4% | +$81.4K | 0.14% | 90 |
|
|
2019
Q3 | $1.34M | Buy |
6,175
+343
| +6% | +$74.5K | 0.11% | 102 |
|
|
2019
Q2 | $1.42M | Sell |
5,832
-206
| -3% | -$50.3K | 0.12% | 99 |
|
|
2019
Q1 | $1.49M | Sell |
6,038
-26
| -0.4% | -$6.43K | 0.12% | 93 |
|
|
2018
Q4 | $1.51M | Buy |
6,064
+926
| +18% | +$231K | 0.15% | 74 |
|
|
2018
Q3 | $1.37M | Sell |
5,138
-255
| -5% | -$67.8K | 0.12% | 91 |
|
|
2018
Q2 | $1.32M | Sell |
5,393
-106
| -2% | -$26K | 0.13% | 90 |
|
|
2018
Q1 | $1.18M | Sell |
5,499
-176
| -3% | -$37.7K | 0.12% | 94 |
|
|
2017
Q4 | $1.25M | Buy |
5,675
+193
| +4% | +$42.5K | 0.13% | 88 |
|
|
2017
Q3 | $1.07M | Sell |
5,482
-120
| -2% | -$23.5K | 0.12% | 87 |
|
|
2017
Q2 | $1.04M | Buy |
5,602
+228
| +4% | +$42.3K | 0.12% | 91 |
|
|
2017
Q1 | $881K | Buy |
5,374
+62
| +1% | +$10.2K | 0.11% | 88 |
|
|
2016
Q4 | $850K | Buy |
5,312
+97
| +2% | +$15.5K | 0.11% | 87 |
|
|
2016
Q3 | $730K | Buy |
5,215
+536
| +11% | +$75K | 0.1% | 92 |
|
|
2016
Q2 | $661K | Buy |
4,679
+1,670
| +56% | +$236K | 0.1% | 95 |
|
|
2016
Q1 | $388K | Buy |
3,009
+51
| +2% | +$6.58K | 0.06% | 124 |
|
|
2015
Q4 | $348K | Buy |
2,958
+95
| +3% | +$11.2K | 0.05% | 134 |
|
|
2015
Q3 | $332K | Buy |
2,863
+40
| +1% | +$4.64K | 0.06% | 129 |
|
|
2015
Q2 | $344K | Buy |
2,823
+12
| +0.4% | +$1.46K | 0.05% | 129 |
|
|
2015
Q1 | $333K | Sell |
2,811
-162
| -5% | -$19.2K | 0.05% | 138 |
|
|
2014
Q4 | $301K | Buy |
2,973
+8
| +0.3% | +$810 | 0.05% | 126 |
|
|
2014
Q3 | $256K | Hold |
2,965
| – | – | 0.04% | 115 |
|
|
2014
Q2 | $242K | Sell |
2,965
-118
| -4% | -$9.63K | 0.04% | 126 |
|
|
2014
Q1 | $252K | Sell |
3,083
-521
| -14% | -$42.6K | 0.04% | 137 |
|
|
2013
Q4 | $271K | Buy |
3,604
+418
| +13% | +$31.4K | 0.05% | 133 |
|
|
2013
Q3 | $228K | Sell |
3,186
-224
| -7% | -$16K | 0.05% | 132 |
|
|
2013
Q2 | $223K | Buy |
+3,410
| New | +$223K | 0.18% | 91 |
|