Fidelis Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
8,640
-829
| -9% | -$204K | 0.19% | 91 |
|
|
2025
Q1 | $3.96M | Sell |
9,469
-487
| -5% | -$204K | 0.42% | 49 |
|
|
2024
Q4 | $5.46M | Buy |
9,956
+1,600
| +19% | +$877K | 0.55% | 36 |
|
|
2024
Q3 | $4.72M | Buy |
8,356
+201
| +2% | +$113K | 0.56% | 34 |
|
|
2024
Q2 | $4.62M | Buy |
8,155
+306
| +4% | +$173K | 0.66% | 28 |
|
|
2024
Q1 | $3.88M | Buy |
7,849
+680
| +9% | +$336K | 0.59% | 33 |
|
|
2023
Q4 | $3.77M | Buy |
7,169
+1,669
| +30% | +$879K | 0.83% | 23 |
|
|
2023
Q3 | $2.77M | Buy |
5,500
+286
| +5% | +$144K | 0.95% | 19 |
|
|
2023
Q2 | $2.51M | Buy |
5,214
+195
| +4% | +$93.7K | 0.91% | 18 |
|
|
2023
Q1 | $2.48M | Buy |
5,019
+2,075
| +70% | +$1.03M | 1.05% | 15 |
|
|
2022
Q4 | $1.44M | Buy |
+2,944
| New | +$1.44M | 1.7% | 11 |
|