Fiduciary Financial Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
785
-81
-9% -$26.4K 0.05% 251
2025
Q1
$515K Sell
866
-236
-21% -$140K 0.11% 122
2024
Q4
$574K Sell
1,102
-467
-30% -$243K 0.12% 107
2024
Q3
$912K Buy
1,569
+22
+1% +$12.8K 0.21% 69
2024
Q2
$849K Buy
+1,547
New +$849K 0.21% 70