Fragasso Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
8,285
-646
| -7% | -$202K | 0.17% | 62 |
|
|
2025
Q1 | $4.68M | Sell |
8,931
-5,688
| -39% | -$2.98M | 0.35% | 33 |
|
|
2024
Q4 | $7.39M | Sell |
14,619
-1,418
| -9% | -$717K | 0.56% | 24 |
|
|
2024
Q3 | $9.38M | Sell |
16,037
-384
| -2% | -$225K | 0.72% | 19 |
|
|
2024
Q2 | $8.36M | Buy |
16,421
+482
| +3% | +$245K | 0.69% | 21 |
|
|
2024
Q1 | $7.88M | Sell |
15,939
-57
| -0.4% | -$28.2K | 0.67% | 22 |
|
|
2023
Q4 | $8.42M | Sell |
15,996
-1,439
| -8% | -$758K | 0.77% | 19 |
|
|
2023
Q3 | $8.79M | Buy |
17,435
+71
| +0.4% | +$35.8K | 0.92% | 16 |
|
|
2023
Q2 | $8.35M | Sell |
17,364
-1,636
| -9% | -$786K | 0.89% | 17 |
|
|
2023
Q1 | $8.98M | Buy |
19,000
+308
| +2% | +$146K | 1.02% | 20 |
|
|
2022
Q4 | $9.91M | Buy |
18,692
+451
| +2% | +$239K | 1.15% | 17 |
|
|
2022
Q3 | $9.21M | Sell |
18,241
-398
| -2% | -$201K | 1.31% | 12 |
|
|
2022
Q2 | $9.57M | Buy |
18,639
+536
| +3% | +$275K | 1.29% | 12 |
|
|
2022
Q1 | $9.23M | Buy |
18,103
+99
| +0.5% | +$50.5K | 1.09% | 15 |
|
|
2021
Q4 | $9.04M | Buy |
18,004
+837
| +5% | +$420K | 1.07% | 15 |
|
|
2021
Q3 | $6.71M | Buy |
17,167
+1,541
| +10% | +$602K | 0.89% | 22 |
|
|
2021
Q2 | $6.26M | Buy |
15,626
+1,526
| +11% | +$611K | 0.84% | 24 |
|
|
2021
Q1 | $5.25M | Buy |
14,100
+736
| +6% | +$274K | 0.74% | 31 |
|
|
2020
Q4 | $4.69M | Buy |
13,364
+262
| +2% | +$91.9K | 0.7% | 32 |
|
|
2020
Q3 | $4.09M | Buy |
13,102
+267
| +2% | +$83.2K | 0.68% | 35 |
|
|
2020
Q2 | $4.07M | Buy |
12,835
+8
| +0.1% | +$2.54K | 0.69% | 35 |
|
|
2020
Q1 | $3.2M | Buy |
12,827
+527
| +4% | +$131K | 0.73% | 31 |
|
|
2019
Q4 | $3.62M | Buy |
12,300
+931
| +8% | +$274K | 0.61% | 43 |
|
|
2019
Q3 | $2.47M | Buy |
11,369
+302
| +3% | +$65.6K | 0.46% | 55 |
|
|
2019
Q2 | $2.7M | Buy |
11,067
+717
| +7% | +$175K | 0.53% | 52 |
|
|
2019
Q1 | $2.56M | Buy |
10,350
+2,380
| +30% | +$588K | 0.55% | 53 |
|
|
2018
Q4 | $1.99M | Buy |
7,970
+346
| +5% | +$86.2K | 0.44% | 48 |
|
|
2018
Q3 | $2.08M | Buy |
7,624
+870
| +13% | +$237K | 0.5% | 40 |
|
|
2018
Q2 | $1.66M | Sell |
6,754
-185
| -3% | -$45.4K | 0.43% | 34 |
|
|
2018
Q1 | $1.49M | Buy |
6,939
+183
| +3% | +$39.2K | 0.37% | 42 |
|
|
2017
Q4 | $1.49M | Buy |
6,756
+1,034
| +18% | +$228K | 0.36% | 46 |
|
|
2017
Q3 | $1.12M | Buy |
+5,722
| New | +$1.12M | 0.34% | 49 |
|