FSB Premier Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $667K | Sell |
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|
2025
Q2 | $607K | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $845K | Buy |
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|
2023
Q3 | $777K | Buy |
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|
2023
Q2 | $737K | Sell |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $893K | Sell |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $923K | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $707K | Sell |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $749K | Sell |
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|
2020
Q4 | $749K | Buy |
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