Fiduciary Alliance’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
14,192
+4,020
| +40% | +$1.25M | 0.33% | 74 |
|
|
2025
Q1 | $5.33M | Buy |
10,172
+279
| +3% | +$146K | 0.52% | 50 |
|
|
2024
Q4 | $5M | Buy |
9,893
+7,150
| +261% | +$3.62M | 0.51% | 55 |
|
|
2024
Q3 | $1.6M | Buy |
2,743
+1,312
| +92% | +$767K | 0.21% | 89 |
|
|
2024
Q2 | $713K | Buy |
1,431
+582
| +69% | +$290K | 0.12% | 102 |
|
|
2024
Q1 | $416K | Buy |
849
+7
| +0.8% | +$3.43K | 0.07% | 137 |
|
|
2023
Q4 | $443K | Sell |
842
-50
| -6% | -$26.3K | 0.09% | 120 |
|
|
2023
Q3 | $450K | Buy |
892
+133
| +18% | +$67.1K | 0.1% | 111 |
|
|
2023
Q2 | $365K | Sell |
759
-3,792
| -83% | -$1.82M | 0.08% | 120 |
|
|
2023
Q1 | $2.15M | Sell |
4,551
-1,494
| -25% | -$706K | 0.54% | 51 |
|
|
2022
Q4 | $3.21M | Buy |
+6,045
| New | +$3.21M | 0.83% | 39 |
|