Fulcrum Asset 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 | $1.82M | Buy |
+5,824
| New | +$1.82M | 1.4% | 17 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 188 |
|
|
2022
Q1 | – | Hold |
0
| – | -$4.16M | – | 29 |
|
|
2021
Q4 | – | Hold |
0
| – | -$4.16M | – | 5 |
|
|
2021
Q3 | – | Hold |
0
| – | -$7.66M | – | 5 |
|
|
2021
Q2 | – | Hold |
0
| – | -$2.97M | – | 4 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 8 |
|