Fiduciary Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
66,605
-6,533
| -9% | -$2.04M | 0.26% | 60 |
|
|
2025
Q1 | $38.3M | Buy |
73,138
+3,310
| +5% | +$1.73M | 0.5% | 37 |
|
|
2024
Q4 | $35.3M | Buy |
69,828
+738
| +1% | +$373K | 0.47% | 39 |
|
|
2024
Q3 | $40.4M | Buy |
69,090
+496
| +0.7% | +$290K | 0.56% | 36 |
|
|
2024
Q2 | $34.9M | Sell |
68,594
-1,765
| -3% | -$899K | 0.52% | 39 |
|
|
2024
Q1 | $34.8M | Buy |
70,359
+490
| +0.7% | +$242K | 0.53% | 40 |
|
|
2023
Q4 | $36.8M | Buy |
69,869
+545
| +0.8% | +$287K | 0.61% | 30 |
|
|
2023
Q3 | $35M | Buy |
69,324
+3,041
| +5% | +$1.53M | 0.64% | 30 |
|
|
2023
Q2 | $31.9M | Buy |
66,283
+408
| +0.6% | +$196K | 0.56% | 37 |
|
|
2023
Q1 | $31.1M | Buy |
65,875
+698
| +1% | +$330K | 0.58% | 38 |
|
|
2022
Q4 | $34.6M | Sell |
65,177
-835
| -1% | -$443K | 0.67% | 28 |
|
|
2022
Q3 | $33.3M | Buy |
66,012
+637
| +1% | +$322K | 0.72% | 25 |
|
|
2022
Q2 | $33.6M | Sell |
65,375
-781
| -1% | -$401K | 0.71% | 29 |
|
|
2022
Q1 | $33.7M | Sell |
66,156
-1,442
| -2% | -$735K | 0.6% | 31 |
|
|
2021
Q4 | $33.9M | Sell |
67,598
-389
| -0.6% | -$195K | 0.56% | 33 |
|
|
2021
Q3 | $26.6M | Buy |
67,987
+226
| +0.3% | +$88.3K | 0.47% | 42 |
|
|
2021
Q2 | $27.1M | Sell |
67,761
-902
| -1% | -$361K | 0.53% | 40 |
|
|
2021
Q1 | $25.5M | Buy |
68,663
+2,638
| +4% | +$982K | 0.52% | 40 |
|
|
2020
Q4 | $23.2M | Buy |
66,025
+936
| +1% | +$328K | 0.48% | 46 |
|
|
2020
Q3 | $20.3M | Sell |
65,089
-1,083
| -2% | -$338K | 0.48% | 45 |
|
|
2020
Q2 | $19.5M | Buy |
66,172
+399
| +0.6% | +$118K | 0.48% | 44 |
|
|
2020
Q1 | $16.4M | Sell |
65,773
-1,239
| -2% | -$309K | 0.48% | 49 |
|
|
2019
Q4 | $19.7M | Sell |
67,012
-569
| -0.8% | -$167K | 0.46% | 51 |
|
|
2019
Q3 | $14.7M | Buy |
67,581
+44
| +0.1% | +$9.56K | 0.37% | 62 |
|
|
2019
Q2 | $16.5M | Buy |
67,537
+654
| +1% | +$160K | 0.43% | 52 |
|
|
2019
Q1 | $16.5M | Sell |
66,883
-1,795
| -3% | -$444K | 0.44% | 53 |
|
|
2018
Q4 | $17.1M | Buy |
68,678
+723
| +1% | +$180K | 0.52% | 50 |
|
|
2018
Q3 | $18.1M | Buy |
67,955
+423
| +0.6% | +$113K | 0.51% | 51 |
|
|
2018
Q2 | $16.6M | Buy |
67,532
+1,233
| +2% | +$302K | 0.5% | 56 |
|
|
2018
Q1 | $14.2M | Buy |
66,299
+5,071
| +8% | +$1.09M | 0.44% | 63 |
|
|
2017
Q4 | $13.5M | Buy |
61,228
+6,338
| +12% | +$1.4M | 0.4% | 67 |
|
|
2017
Q3 | $10.8M | Buy |
54,890
+3,092
| +6% | +$606K | 0.33% | 77 |
|
|
2017
Q2 | $9.61M | Buy |
51,798
+14,449
| +39% | +$2.68M | 0.29% | 83 |
|
|
2017
Q1 | $6.13M | Buy |
37,349
+16,080
| +76% | +$2.64M | 0.19% | 106 |
|
|
2016
Q4 | $3.4M | Buy |
21,269
+11,694
| +122% | +$1.87M | 0.11% | 146 |
|
|
2016
Q3 | $1.34M | Buy |
9,575
+365
| +4% | +$51.1K | 0.05% | 222 |
|
|
2016
Q2 | $1.3M | Sell |
9,210
-197
| -2% | -$27.8K | 0.05% | 222 |
|
|
2016
Q1 | $1.21M | Buy |
9,407
+641
| +7% | +$82.7K | 0.04% | 231 |
|
|
2015
Q4 | $1.03M | Buy |
8,766
+384
| +5% | +$45.2K | 0.04% | 221 |
|
|
2015
Q3 | $973K | Buy |
8,382
+5
| +0.1% | +$580 | 0.04% | 215 |
|
|
2015
Q2 | $1.02M | Sell |
8,377
-285
| -3% | -$34.8K | 0.04% | 208 |
|
|
2015
Q1 | $1.02M | Hold |
8,662
| – | – | 0.04% | 206 |
|
|
2014
Q4 | $876K | Buy |
8,662
+1,700
| +24% | +$172K | 0.04% | 216 |
|
|
2014
Q3 | $600K | Sell |
6,962
-25
| -0.4% | -$2.16K | 0.03% | 234 |
|
|
2014
Q2 | $572K | Sell |
6,987
-1,340
| -16% | -$110K | 0.02% | 232 |
|
|
2014
Q1 | $683K | Hold |
8,327
| – | – | 0.03% | 215 |
|
|
2013
Q4 | $627K | Hold |
8,327
| – | – | 0.03% | 212 |
|
|
2013
Q3 | $596K | Sell |
8,327
-225
| -3% | -$16.1K | 0.03% | 209 |
|
|
2013
Q2 | $560K | Buy |
+8,552
| New | +$560K | 0.03% | 210 |
|