FSB Premier 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 | $607K | Buy |
1,945
+10
| +0.5% | +$3.12K | 0.22% | 116 |
|
|
2025
Q1 | $1.01M | Buy |
1,935
+106
| +6% | +$55.5K | 0.4% | 72 |
|
|
2024
Q4 | $925K | Buy |
1,829
+50
| +3% | +$25.3K | 0.37% | 74 |
|
|
2024
Q3 | $1.04M | Buy |
1,779
+102
| +6% | +$59.7K | 0.43% | 65 |
|
|
2024
Q2 | $854K | Buy |
1,677
+49
| +3% | +$25K | 0.39% | 62 |
|
|
2024
Q1 | $806K | Buy |
1,628
+23
| +1% | +$11.4K | 0.38% | 62 |
|
|
2023
Q4 | $845K | Buy |
1,605
+65
| +4% | +$34.2K | 0.42% | 53 |
|
|
2023
Q3 | $777K | Buy |
1,540
+8
| +0.5% | +$4.04K | 0.43% | 51 |
|
|
2023
Q2 | $737K | Sell |
1,532
-5
| -0.3% | -$2.4K | 0.4% | 53 |
|
|
2023
Q1 | $726K | Sell |
1,537
-146
| -9% | -$69K | 0.4% | 52 |
|
|
2022
Q4 | $893K | Sell |
1,683
-142
| -8% | -$75.3K | 0.49% | 48 |
|
|
2022
Q3 | $921K | Buy |
1,825
+27
| +2% | +$13.6K | 0.54% | 42 |
|
|
2022
Q2 | $923K | Buy |
1,798
+1
| +0.1% | +$513 | 0.51% | 46 |
|
|
2022
Q1 | $942K | Sell |
1,797
-236
| -12% | -$124K | 0.47% | 47 |
|
|
2021
Q4 | $1.02M | Buy |
2,033
+224
| +12% | +$112K | 0.43% | 42 |
|
|
2021
Q3 | $707K | Sell |
1,809
-118
| -6% | -$46.1K | 0.35% | 50 |
|
|
2021
Q2 | $771K | Sell |
1,927
-87
| -4% | -$34.8K | 0.39% | 41 |
|
|
2021
Q1 | $749K | Sell |
2,014
-124
| -6% | -$46.1K | 0.4% | 46 |
|
|
2020
Q4 | $749K | Buy |
+2,138
| New | +$749K | 0.4% | 46 |
|