Frazier 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 | $191K | Sell |
611
-6
| -1% | -$1.87K | 0.13% | 62 |
|
2025
Q1 | $323K | Buy |
617
+7
| +1% | +$3.67K | 0.25% | 37 |
|
2024
Q4 | $310K | Sell |
610
-7
| -1% | -$3.56K | 0.25% | 37 |
|
2024
Q3 | $361K | Sell |
617
-25
| -4% | -$14.6K | 0.28% | 37 |
|
2024
Q2 | $327K | Buy |
642
+22
| +4% | +$11.2K | 0.26% | 39 |
|
2024
Q1 | $307K | Sell |
620
-51
| -8% | -$25.2K | 0.25% | 39 |
|
2023
Q4 | $353K | Buy |
+671
| New | +$353K | 0.31% | 32 |
|