Fiduciary Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-421
| Closed | -$208K | – | 63 |
|
|
2024
Q1 | $208K | Sell |
421
-55
| -12% | -$27.2K | 0.08% | 54 |
|
|
2023
Q4 | $251K | Sell |
476
-1,071
| -69% | -$564K | 0.11% | 48 |
|
|
2023
Q3 | $780K | Sell |
1,547
-659
| -30% | -$332K | 0.37% | 41 |
|
|
2023
Q2 | $1.06M | Buy |
2,206
+34
| +2% | +$16.3K | 0.49% | 26 |
|
|
2023
Q1 | $1.03M | Buy |
2,172
+5
| +0.2% | +$2.36K | 0.49% | 25 |
|
|
2022
Q4 | $1.15M | Sell |
2,167
-79
| -4% | -$41.9K | 0.56% | 18 |
|
|
2022
Q3 | $1.13M | Sell |
2,246
-19
| -0.8% | -$9.59K | 0.58% | 14 |
|
|
2022
Q2 | $1.16M | Buy |
2,265
+91
| +4% | +$46.8K | 0.58% | 14 |
|
|
2022
Q1 | $1.11M | Buy |
2,174
+172
| +9% | +$87.7K | 0.61% | 15 |
|
|
2021
Q4 | $1.01M | Sell |
2,002
-60
| -3% | -$30.1K | 0.57% | 16 |
|
|
2021
Q3 | $806K | Buy |
2,062
+945
| +85% | +$369K | 0.43% | 35 |
|
|
2021
Q2 | $447K | Buy |
+1,117
| New | +$447K | 0.39% | 49 |
|