Founders Financial Alliance’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
$405K Sell
2025
Q2
$504K Sell
2025
Q1
$899K Buy
2024
Q4
$484K Buy
2024
Q3
$553K Buy
2024
Q2
$462K Sell
2024
Q1
$482K Sell
2023
Q4
$1.12M Sell
2023
Q3
$1.15M Sell
2023
Q2
$1.36M Buy
2023
Q1
$1.11M Sell
2022
Q4
$1.31M Sell
2022
Q3
$1.27M Buy
2022
Q2
$321K Sell
2022
Q1
$516K Sell
2021
Q4
$1.38M Buy
2021
Q3
$274K Sell
2021
Q2
$966K Buy
2021
Q1
$893K Sell
2020
Q4
$953K Buy
2020
Q3
$187K Buy