FWA
FSM Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
1,043
-2,461
| -70% | -$747K | 0.05% | 211 |
|
|
2025
Q1 | $1.84M | Sell |
3,504
-57
| -2% | -$29.9K | 0.41% | 40 |
|
|
2024
Q4 | $1.82M | Sell |
3,561
-193
| -5% | -$98.5K | 0.45% | 40 |
|
|
2024
Q3 | $2.19M | Buy |
3,754
+326
| +10% | +$191K | 0.58% | 32 |
|
|
2024
Q2 | $1.75M | Sell |
3,428
-99
| -3% | -$50.4K | 0.59% | 34 |
|
|
2024
Q1 | $1.74M | Sell |
3,527
-85
| -2% | -$42.1K | 0.62% | 33 |
|
|
2023
Q4 | $1.9M | Buy |
3,612
+15
| +0.4% | +$7.9K | 0.81% | 30 |
|
|
2023
Q3 | $1.81M | Sell |
3,597
-356
| -9% | -$180K | 0.91% | 28 |
|
|
2023
Q2 | $1.83M | Buy |
3,953
+307
| +8% | +$142K | 0.92% | 28 |
|
|
2023
Q1 | $1.72M | Sell |
3,646
-119
| -3% | -$56.2K | 1% | 28 |
|
|
2022
Q4 | $2M | Buy |
3,765
+68
| +2% | +$36.1K | 1.42% | 19 |
|
|
2022
Q3 | $1.87M | Buy |
3,697
+286
| +8% | +$144K | 1.55% | 16 |
|
|
2022
Q2 | $1.83M | Buy |
+3,411
| New | +$1.83M | 1.81% | 15 |
|