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