Frisch Financial Group’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 | $1.2M | Buy |
4,440
+151
| +4% | +$45K | 0.25% | 54 |
|
|
2025
Q4 | $1.42M | Sell |
4,289
-15
| -0.3% | -$5.08K | 0.32% | 50 |
|
|
2025
Q3 | $1.49M | Buy |
4,304
+20
| +0.5% | +$6.05K | 0.35% | 43 |
|
|
2025
Q2 | $1.34M | Buy |
4,284
+159
| +4% | +$60.8K | 0.33% | 49 |
|
|
2025
Q1 | $2.16M | Buy |
4,125
+15
| +0.4% | +$7.67K | 0.61% | 30 |
|
|
2024
Q4 | $2.08M | Buy |
4,110
+13
| +0.3% | +$7.39K | 0.63% | 31 |
|
|
2024
Q3 | $2.4M | Sell |
4,097
-112
| -3% | -$63.3K | 0.72% | 28 |
|
|
2024
Q2 | $2.14M | Sell |
4,209
-88
| -2% | -$43.1K | 0.65% | 28 |
|
|
2024
Q1 | $2.13M | Sell |
4,297
-4
| -0.1% | -$2.03K | 0.71% | 27 |
|
|
2023
Q4 | $2.26M | Buy |
4,301
+200
| +5% | +$107K | 0.85% | 25 |
|
|
2023
Q3 | $2.07M | Sell |
4,101
-41
| -1% | -$20.2K | 0.84% | 27 |
|
|
2023
Q2 | $1.99M | Sell |
4,142
-266
| -6% | -$130K | 0.95% | 25 |
|
|
2023
Q1 | $2.08M | Buy |
4,408
+37
| +0.8% | +$17.9K | 0.81% | 31 |
|
|
2022
Q4 | $2.32M | Sell |
4,371
-29
| -0.7% | -$15.4K | 0.87% | 31 |
|
|
2022
Q3 | $2.22M | Sell |
4,400
-24
| -0.5% | -$12.6K | 0.94% | 28 |
|
|
2022
Q2 | $2.27M | Buy |
4,424
+7
| +0.2% | +$3.52K | 0.88% | 29 |
|
|
2022
Q1 | $2.25M | Sell |
4,417
-310
| -7% | -$150K | 0.72% | 36 |
|
|
2021
Q4 | $2.37M | Sell |
4,727
-134
| -3% | -$60.7K | 0.74% | 34 |
|
|
2021
Q3 | $1.9M | Buy |
4,861
+9
| +0.2% | +$3.73K | 0.63% | 36 |
|
|
2021
Q2 | $1.94M | Sell |
4,852
-34
| -0.7% | -$13.6K | 0.61% | 37 |
|
|
2021
Q1 | $1.82M | Buy |
4,886
+151
| +3% | +$52.3K | 0.61% | 35 |
|
|
2020
Q4 | $1.66M | Buy |
4,735
+167
| +4% | +$56K | 0.61% | 31 |
|
|
2020
Q3 | $1.42M | Buy |
4,568
+37
| +0.8% | +$11.4K | 0.62% | 28 |
|
|
2020
Q2 | $1.34M | Sell |
4,531
-73
| -2% | -$20.9K | 0.63% | 25 |
|
|
2020
Q1 | $1.15M | Sell |
4,604
-44
| -0.9% | -$12.1K | 0.67% | 32 |
|
|
2019
Q4 | $1.37M | Sell |
4,648
-9
| -0.2% | -$2.35K | 0.65% | 30 |
|
|
2019
Q3 | $1.01M | Sell |
4,657
-21
| -0.4% | -$5.07K | 0.61% | 30 |
|
|
2019
Q2 | $1.14M | Buy |
4,678
+20
| +0.4% | +$4.81K | 0.76% | 25 |
|
|
2019
Q1 | $1.15M | Buy |
4,658
+22
| +0.5% | +$5.61K | 0.7% | 29 |
|
|
2018
Q4 | $1.16M | Buy |
+4,636
| New | +$1.22M | 0.81% | 30 |
|
Other funds holding UNH
VCM
VPM
