FRG Family Wealth Advisors’s UnitedHealth UNH Stock Holding History

FRG Family Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Sell	1,732 -55	-3%	-$17.2K	0.09%	105
2025 Q1	$936K	Hold	1,787	–	–	0.18%	83
2024 Q4	$904K	Hold	1,787	–	–	0.16%	87
2024 Q3	$1.04M	Hold	1,787	–	–	0.19%	81
2024 Q2	$1.02M	Hold	1,787	–	–	0.2%	79
2024 Q1	$864K	Hold	1,787	–	–	0.17%	84
2023 Q4	$941K	Hold	1,787	–	–	0.19%	77
2023 Q3	$901K	Sell	1,787 -203	-10%	-$102K	0.2%	79
2023 Q2	$956K	Buy	1,990 +30	+2%	+$14.4K	0.21%	78
2023 Q1	$926K	Hold	1,960	–	–	0.21%	80
2022 Q4	$1.04M	Hold	1,960	–	–	0.25%	74
2022 Q3	$990K	Buy	1,960 +7	+0.4%	+$3.54K	0.24%	72
2022 Q2	$1M	Hold	1,953	–	–	0.23%	69
2022 Q1	$996K	Hold	1,953	–	–	0.19%	76
2021 Q4	$981K	Sell	1,953 -252	-11%	-$127K	0.18%	77
2021 Q3	$862K	Hold	2,205	–	–	0.17%	81
2021 Q2	$883K	Buy	2,205 +20	+0.9%	+$8.01K	0.17%	84
2021 Q1	$813K	Hold	2,185	–	–	0.17%	82
2020 Q4	$766K	Hold	2,185	–	–	0.17%	80
2020 Q3	$681K	Hold	2,185	–	–	0.17%	84
2020 Q2	$644K	Hold	2,185	–	–	0.17%	85
2020 Q1	$545K	Hold	2,185	–	–	0.17%	82
2019 Q4	$642K	Hold	2,185	–	–	0.16%	85
2019 Q3	$475K	Hold	2,185	–	–	0.12%	91
2019 Q2	$533K	Hold	2,185	–	–	0.14%	91
2019 Q1	$540K	Hold	2,185	–	–	0.15%	91
2018 Q4	$544K	Sell	2,185 -730	-25%	-$182K	0.18%	91
2018 Q3	$776K	Hold	2,915	–	–	0.21%	91
2018 Q2	$715K	Hold	2,915	–	–	0.21%	89
2018 Q1	$624K	Hold	2,915	–	–	0.21%	96
2017 Q4	$643K	Hold	2,915	–	–	0.21%	97
2017 Q3	$571K	Buy	2,915 +230	+9%	+$45.1K	0.2%	98
2017 Q2	$498K	Sell	2,685 -90	-3%	-$16.7K	0.18%	102
2017 Q1	$458K	Hold	2,775	–	–	0.18%	101
2016 Q4	$444K	Hold	2,775	–	–	0.19%	98
2016 Q3	$389K	Hold	2,775	–	–	0.18%	101
2016 Q2	$392K	Hold	2,775	–	–	0.18%	99
2016 Q1	$360K	Hold	2,775	–	–	0.17%	98
2015 Q4	$326K	Buy	+2,775	New	+$326K	0.16%	102