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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Buy |
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|
2025
Q4 | $310K | Sell |
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|
2025
Q3 | $405K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $484K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $966K | Buy |
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|
2021
Q1 | $893K | Sell |
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|
2020
Q4 | $953K | Buy |
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|
2020
Q3 | $187K | Buy |
|