FWG Holdings’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 |
-1,414
| Closed | -$579K | – | 112 |
|
|
2025
Q1 | $579K | Sell |
1,414
-51
| -3% | -$20.9K | 0.28% | 62 |
|
|
2024
Q4 | $803K | Buy |
1,465
+18
| +1% | +$9.87K | 0.39% | 44 |
|
|
2024
Q3 | $818K | Sell |
1,447
-38
| -3% | -$21.5K | 0.41% | 37 |
|
|
2024
Q2 | $824K | Buy |
1,485
+223
| +18% | +$124K | 0.41% | 42 |
|
|
2024
Q1 | $640K | Sell |
1,262
-17
| -1% | -$8.62K | 0.34% | 43 |
|
|
2023
Q4 | $686K | Buy |
1,279
+89
| +7% | +$47.8K | 0.41% | 35 |
|
|
2023
Q3 | $606K | Buy |
1,190
+3
| +0.3% | +$1.53K | 0.4% | 41 |
|
|
2023
Q2 | $606K | Buy |
1,187
+72
| +6% | +$36.8K | 0.38% | 43 |
|
|
2023
Q1 | $527K | Sell |
1,115
-128
| -10% | -$60.5K | 0.38% | 44 |
|
|
2022
Q4 | $659K | Buy |
1,243
+345
| +38% | +$183K | 0.46% | 42 |
|
|
2022
Q3 | $453K | Sell |
898
-38
| -4% | -$19.2K | 0.34% | 50 |
|
|
2022
Q2 | $481K | Sell |
936
-60
| -6% | -$30.8K | 0.41% | 41 |
|
|
2022
Q1 | $508K | Sell |
996
-5
| -0.5% | -$2.55K | 0.39% | 42 |
|
|
2021
Q4 | $499K | Sell |
1,001
-8
| -0.8% | -$3.99K | 0.37% | 41 |
|
|
2021
Q3 | $394K | Buy |
1,009
+53
| +6% | +$20.7K | 0.34% | 47 |
|
|
2021
Q2 | $383K | Buy |
+956
| New | +$383K | 0.34% | 45 |
|