Foster Victor Wealth Advisors’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 | $374K | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $262K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $247K | Buy |
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