FSA Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.1K | Hold |
276
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $145K | Buy |
276
+2
| +0.7% | +$1.05K | 0.06% | 68 |
|
|
2024
Q4 | $139K | Hold |
274
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $160K | Buy |
+274
| New | +$160K | 0.06% | 65 |
|
|
2024
Q1 | $136K | Hold |
274
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $144K | Buy |
+274
| New | +$144K | 0.07% | 62 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$35K | – | 221 |
|
|
2020
Q4 | $35K | Buy |
+100
| New | +$35K | 0.02% | 155 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$49K | – | 335 |
|
|
2020
Q2 | $49K | Sell |
165
-20
| -11% | -$5.94K | 0.03% | 118 |
|
|
2020
Q1 | $46K | Hold |
185
| – | – | 0.04% | 111 |
|
|
2019
Q4 | $54K | Buy |
+185
| New | +$54K | 0.04% | 122 |
|