Foundation Wealth Management (Missouri)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-408
| Closed | -$239K | – | 46 |
|
|
2024
Q3 | $239K | Hold |
408
| – | – | 0.18% | 37 |
|
|
2024
Q2 | $208K | Hold |
408
| – | – | 0.16% | 44 |
|
|
2024
Q1 | $202K | Sell |
408
-8
| -2% | -$3.96K | 0.16% | 38 |
|
|
2023
Q4 | $219K | Buy |
416
+8
| +2% | +$4.21K | 0.2% | 32 |
|
|
2023
Q3 | $206K | Buy |
+408
| New | +$206K | 0.21% | 38 |
|
|
2023
Q1 | – | Sell |
-418
| Closed | -$222K | – | 39 |
|
|
2022
Q4 | $222K | Buy |
+418
| New | +$222K | 0.23% | 36 |
|