Fiduciary Group’s UnitedHealth UNH Stock Holding History

Fiduciary Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	3,614 +11	+0.3%	+$3.43K	0.11%	151
2025 Q1	$1.89M	Sell	3,603 -34	-0.9%	-$17.8K	0.19%	107
2024 Q4	$1.84M	Sell	3,637 -64	-2%	-$32.4K	0.18%	103
2024 Q3	$2.16M	Buy	3,701 +6	+0.2%	+$3.51K	0.22%	98
2024 Q2	$1.88M	Buy	3,695 +18	+0.5%	+$9.17K	0.2%	102
2024 Q1	$1.82M	Buy	3,677 +3	+0.1%	+$1.48K	0.2%	97
2023 Q4	$1.93M	Buy	3,674 +188	+5%	+$99K	0.23%	91
2023 Q3	$1.76M	Hold	3,486	–	–	0.22%	88
2023 Q2	$1.68M	Sell	3,486 -179	-5%	-$86K	0.21%	95
2023 Q1	$1.73M	Buy	3,665 +71	+2%	+$33.6K	0.23%	88
2022 Q4	$1.91M	Sell	3,594 -2	-0.1%	-$1.06K	0.25%	87
2022 Q3	$1.96M	Sell	3,596 -61	-2%	-$33.2K	0.25%	83
2022 Q2	$1.95M	Buy	3,657 +249	+7%	+$133K	0.24%	85
2022 Q1	$1.66M	Buy	3,408 +22	+0.6%	+$10.7K	0.22%	86
2021 Q4	$1.7M	Sell	3,386 -10	-0.3%	-$5.02K	0.19%	92
2021 Q3	$1.54M	Hold	3,396	–	–	0.18%	94
2021 Q2	$1.43M	Buy	3,396 +12	+0.4%	+$5.06K	0.17%	98
2021 Q1	$1.35M	Buy	3,384 +5	+0.1%	+$2K	0.16%	100
2020 Q4	$1.13M	Sell	3,379 -5	-0.1%	-$1.67K	0.15%	101
2020 Q3	$1.06M	Hold	3,384	–	–	0.16%	98
2020 Q2	$998K	Sell	3,384 -35	-1%	-$10.3K	0.17%	90
2020 Q1	$853K	Sell	3,419 -31	-0.9%	-$7.73K	0.17%	86
2019 Q4	$1.01M	Hold	3,450	–	–	0.16%	94
2019 Q3	$750K	Hold	3,450	–	–	0.13%	101
2019 Q2	$842K	Buy	3,450 +5	+0.1%	+$1.22K	0.15%	97
2019 Q1	$852K	Buy	3,445 +2,284	+197%	+$565K	0.16%	92
2018 Q4	$289K	Hold	1,161	–	–	0.06%	147
2018 Q3	$309K	Buy	1,161 +115	+11%	+$30.6K	0.06%	145
2018 Q2	$257K	Sell	1,046 -70	-6%	-$17.2K	0.05%	152
2018 Q1	$239K	Buy	1,116 +110	+11%	+$23.6K	0.05%	159
2017 Q4	$222K	Sell	1,006 -173	-15%	-$38.2K	0.05%	166
2017 Q3	$231K	Buy	1,179 +77	+7%	+$15.1K	0.05%	161
2017 Q2	$204K	Buy	+1,102	New	+$204K	0.05%	170
2015 Q3	–	Sell	-1,687	Closed	-$206K	–	194
2015 Q2	$206K	Buy	+1,687	New	+$206K	0.06%	186