FSM Wealth Advisors’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 | $899K | Buy |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.83M | Buy |
|