FWL Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12K | Sell |
10
-4,015
| -100% | -$1.25M | ﹤0.01% | 278 |
|
|
2025
Q1 | $2.11M | Sell |
4,025
-186
| -4% | -$97.4K | 0.78% | 31 |
|
|
2024
Q4 | $2.13M | Buy |
4,211
+153
| +4% | +$77.4K | 0.78% | 31 |
|
|
2024
Q3 | $2.37M | Buy |
4,058
+3,846
| +1,814% | +$2.25M | 0.91% | 31 |
|
|
2024
Q2 | $108K | Buy |
212
+120
| +130% | +$61.1K | 0.05% | 70 |
|
|
2024
Q1 | $45.5K | Sell |
92
-40
| -30% | -$19.8K | 0.03% | 104 |
|
|
2023
Q4 | $69.5K | Sell |
132
-6
| -4% | -$3.16K | 0.04% | 81 |
|
|
2023
Q3 | $69.6K | Buy |
+138
| New | +$69.6K | 0.05% | 71 |
|
|
2023
Q1 | – | Sell |
-720
| Closed | -$382K | – | 193 |
|
|
2022
Q4 | $382K | Buy |
720
+43
| +6% | +$22.8K | 0.29% | 33 |
|
|
2022
Q3 | $342K | Buy |
+677
| New | +$342K | 0.3% | 34 |
|