Foster Victor Wealth 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 | $245K | Buy |
809
+1
| +0.1% | +$303 | 0.02% | 178 |
|
|
2025
Q1 | $484K | Sell |
808
-52
| -6% | -$31.2K | 0.04% | 135 |
|
|
2024
Q4 | $438K | Sell |
860
-40
| -4% | -$20.4K | 0.03% | 136 |
|
|
2024
Q3 | $532K | Sell |
900
-8
| -0.9% | -$4.73K | 0.04% | 128 |
|
|
2024
Q2 | $498K | Buy |
908
+96
| +12% | +$52.7K | 0.04% | 130 |
|
|
2024
Q1 | $359K | Sell |
812
-3
| -0.4% | -$1.33K | 0.03% | 130 |
|
|
2023
Q4 | $437K | Sell |
815
-4
| -0.5% | -$2.15K | 0.04% | 118 |
|
|
2023
Q3 | $430K | Sell |
819
-14
| -2% | -$7.35K | 0.05% | 110 |
|
|
2023
Q2 | $393K | Sell |
833
-180
| -18% | -$84.8K | 0.04% | 114 |
|
|
2023
Q1 | $500K | Buy |
1,013
+30
| +3% | +$14.8K | 0.06% | 108 |
|
|
2022
Q4 | $482K | Buy |
983
+146
| +17% | +$71.5K | 0.06% | 103 |
|
|
2022
Q3 | $435K | Sell |
837
-8
| -0.9% | -$4.16K | 0.06% | 102 |
|
|
2022
Q2 | $435K | Buy |
845
+330
| +64% | +$170K | 0.06% | 101 |
|
|
2022
Q1 | $274K | Sell |
515
-39
| -7% | -$20.8K | 0.04% | 113 |
|
|
2021
Q4 | $262K | Buy |
+554
| New | +$262K | 0.04% | 126 |
|
|
2019
Q1 | – | Sell |
-991
| Closed | -$247K | – | 93 |
|
|
2018
Q4 | $247K | Buy |
+991
| New | +$247K | 0.23% | 68 |
|