Future Financial Wealth Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$671K	Buy	2,136 +75	+4%	+$22.3K	0.43%	45
2025 Q4	$698K	Buy	2,061 +300	+17%	+$102K	0.47%	44
2025 Q3	$608K	Buy	1,761 +275	+19%	+$83.2K	0.38%	48
2025 Q2	$464K	Buy	1,486 +925	+165%	+$354K	0.32%	63
2025 Q1	$294K	Hold	561	–	–	0.22%	81
2024 Q4	$284K	Sell	561 -500	-47%	-$284K	0.21%	85
2024 Q3	$620K	Hold	1,061	–	–	0.44%	49
2024 Q2	$540K	Buy	1,061 +50	+5%	+$24.5K	0.48%	49
2024 Q1	$500K	Sell	1,011 -215	-18%	-$109K	0.38%	56
2023 Q4	$646K	Buy	1,226 +131	+12%	+$69.9K	0.64%	39
2023 Q3	$552K	Buy	1,095 +1	+0.1%	+$492	0.61%	43
2023 Q2	$526K	Buy	1,094 +136	+14%	+$66.5K	0.55%	47
2023 Q1	$474K	Buy	958 +105	+12%	+$50.7K	0.52%	52
2022 Q4	$452K	Buy	853 +402	+89%	+$213K	0.51%	59
2022 Q3	$232K	Buy	451 +1	+0.2%	+$526	0.27%	94
2022 Q2	$230K	Hold	450	–	–	0.22%	113
2022 Q1	$230K	Sell	450 -22	-5%	-$10.6K	0.19%	113
2021 Q4	$237K	Buy	+472	New	+$214K	0.19%	109