Fiduciary Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,804
-1,007
| -21% | -$314K | 0.39% | 57 |
|
|
2025
Q1 | $2.52M | Buy |
+4,811
| New | +$2.52M | 0.84% | 17 |
|
|
2024
Q4 | – | Sell |
-3,806
| Closed | -$2.23M | – | 222 |
|
|
2024
Q3 | $2.23M | Buy |
3,806
+792
| +26% | +$463K | 0.73% | 22 |
|
|
2024
Q2 | $1.53M | Sell |
3,014
-1,161
| -28% | -$591K | 0.61% | 36 |
|
|
2024
Q1 | $2.07M | Buy |
4,175
+560
| +15% | +$277K | 0.81% | 23 |
|
|
2023
Q4 | $1.9M | Buy |
+3,615
| New | +$1.9M | 0.83% | 17 |
|