FSC Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-351
| Closed | -$184K | – | 236 |
|
|
2025
Q1 | $184K | Hold |
351
| – | – | 0.12% | 67 |
|
|
2024
Q4 | $178K | Sell |
351
-118
| -25% | -$59.7K | 0.11% | 67 |
|
|
2024
Q3 | $274K | Buy |
469
+118
| +34% | +$69K | 0.2% | 60 |
|
|
2024
Q2 | $179K | Hold |
351
| – | – | 0.13% | 60 |
|
|
2024
Q1 | $174K | Hold |
351
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $185K | Hold |
351
| – | – | 0.14% | 51 |
|
|
2023
Q3 | $177K | Hold |
351
| – | – | 0.18% | 31 |
|
|
2023
Q2 | $169K | Hold |
351
| – | – | 0.15% | 31 |
|
|
2023
Q1 | $166K | Hold |
351
| – | – | 0.26% | 21 |
|
|
2022
Q4 | $186K | Sell |
351
-17
| -5% | -$9.01K | 0.32% | 22 |
|
|
2022
Q3 | $186K | Buy |
368
+26
| +8% | +$13.1K | 1.79% | 14 |
|
|
2022
Q2 | $176K | Buy |
342
+17
| +5% | +$8.75K | 1.56% | 15 |
|
|
2022
Q1 | $166K | Hold |
325
| – | – | 0.16% | 28 |
|
|
2021
Q4 | $163K | Buy |
+325
| New | +$163K | 0.11% | 38 |
|