Fortis Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-937
| Closed | -$491K | – | 181 |
|
|
2025
Q1 | $491K | Sell |
937
-8,543
| -90% | -$4.47M | 0.1% | 104 |
|
|
2024
Q4 | $4.8M | Buy |
9,480
+560
| +6% | +$283K | 0.89% | 34 |
|
|
2024
Q3 | $5.22M | Buy |
8,920
+357
| +4% | +$209K | 1.05% | 22 |
|
|
2024
Q2 | $4.36M | Buy |
8,563
+4,880
| +133% | +$2.49M | 0.93% | 29 |
|
|
2024
Q1 | $1.82M | Buy |
3,683
+669
| +22% | +$331K | 0.48% | 50 |
|
|
2023
Q4 | $1.59M | Buy |
3,014
+311
| +12% | +$164K | 0.41% | 58 |
|
|
2023
Q3 | $1.36M | Buy |
2,703
+235
| +10% | +$119K | 0.42% | 51 |
|
|
2023
Q2 | $1.19M | Buy |
2,468
+128
| +5% | +$61.5K | 0.42% | 41 |
|
|
2023
Q1 | $1.11M | Buy |
2,340
+85
| +4% | +$40.2K | 0.45% | 39 |
|
|
2022
Q4 | $1.2M | Buy |
2,255
+19
| +0.8% | +$10.1K | 0.88% | 23 |
|
|
2022
Q3 | $1.13M | Sell |
2,236
-20
| -0.9% | -$10.1K | 0.96% | 26 |
|
|
2022
Q2 | $1.16M | Sell |
2,256
-109
| -5% | -$56K | 1.14% | 22 |
|
|
2022
Q1 | $1.21M | Buy |
2,365
+121
| +5% | +$61.7K | 0.62% | 41 |
|
|
2021
Q4 | $1.13M | Buy |
2,244
+130
| +6% | +$65.3K | 0.58% | 39 |
|
|
2021
Q3 | $826K | Buy |
2,114
+364
| +21% | +$142K | 0.44% | 77 |
|
|
2021
Q2 | $701K | Buy |
1,750
+474
| +37% | +$190K | 0.36% | 76 |
|
|
2021
Q1 | $475K | Sell |
1,276
-6,085
| -83% | -$2.27M | 0.27% | 81 |
|
|
2020
Q4 | $2.58M | Buy |
7,361
+171
| +2% | +$60K | 1.97% | 6 |
|
|
2020
Q3 | $2.24M | Buy |
+7,190
| New | +$2.24M | 1.78% | 3 |
|