FCMC
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Founders Capital Management (Connecticut)’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
953
-882
-48% -$275K 0.05% 70
2025
Q1
$961K Hold
1,835
0.18% 44
2024
Q4
$928K Sell
1,835
-104
-5% -$52.6K 0.16% 43
2024
Q3
$1.13M Hold
1,939
0.2% 45
2024
Q2
$988K Hold
1,939
0.18% 45
2024
Q1
$959K Buy
1,939
+208
+12% +$103K 0.18% 45
2023
Q4
$911K Hold
1,731
0.19% 46
2023
Q3
$873K Hold
1,731
0.2% 46
2023
Q2
$832K Hold
1,731
0.19% 49
2023
Q1
$818K Hold
1,731
0.2% 48
2022
Q4
$918K Buy
1,731
+90
+5% +$47.7K 0.25% 45
2022
Q3
$829K Hold
1,641
0.23% 46
2022
Q2
$843K Hold
1,641
0.22% 48
2022
Q1
$837K Hold
1,641
0.18% 46
2021
Q4
$824K Sell
1,641
-32
-2% -$16.1K 0.18% 43
2021
Q3
$654K Hold
1,673
0.17% 44
2021
Q2
$670K Buy
1,673
+50
+3% +$20K 0.16% 49
2021
Q1
$604K Buy
1,623
+50
+3% +$18.6K 0.15% 52
2020
Q4
$552K Hold
1,573
0.16% 47
2020
Q3
$490K Hold
1,573
0.16% 48
2020
Q2
$464K Hold
1,573
0.16% 48
2020
Q1
$392K Buy
1,573
+525
+50% +$131K 0.16% 45
2019
Q4
$308K Hold
1,048
0.1% 50
2019
Q3
$230K Hold
1,048
0.08% 53
2019
Q2
$256K Hold
1,048
0.09% 55
2019
Q1
$259K Hold
1,048
0.1% 51
2018
Q4
$261K Hold
1,048
0.11% 45
2018
Q3
$283K Hold
1,048
0.12% 48
2018
Q2
$257K Hold
1,048
0.12% 46
2018
Q1
$228K Hold
1,048
0.1% 48
2017
Q4
$231K Hold
1,048
0.1% 50
2017
Q3
$205K Sell
1,048
-60
-5% -$11.7K 0.1% 53
2017
Q2
$205K Buy
+1,108
New +$205K 0.1% 53