Forza Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-560
| Closed | -$293K | – | 193 |
|
|
2025
Q1 | $293K | Hold |
560
| – | – | 0.13% | 150 |
|
|
2024
Q4 | $283K | Sell |
560
-130
| -19% | -$65.8K | 0.13% | 155 |
|
|
2024
Q3 | $403K | Buy |
690
+145
| +27% | +$84.8K | 0.18% | 136 |
|
|
2024
Q2 | $278K | Sell |
545
-38
| -7% | -$19.4K | 0.14% | 147 |
|
|
2024
Q1 | $288K | Sell |
583
-260
| -31% | -$129K | 0.15% | 143 |
|
|
2023
Q4 | $444K | Sell |
843
-50
| -6% | -$26.3K | 0.24% | 113 |
|
|
2023
Q3 | $450K | Sell |
893
-50
| -5% | -$25.2K | 0.23% | 120 |
|
|
2023
Q2 | $453K | Hold |
943
| – | – | 0.23% | 125 |
|
|
2023
Q1 | $446K | Buy |
+943
| New | +$446K | 0.23% | 127 |
|