Gallagher Fiduciary Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
2025
Q1
$457K Sell
2024
Q4
$443K Buy
2024
Q3
$419K Sell
2024
Q2
$438K Hold
2024
Q1
$426K Sell
2023
Q4
$463K Buy
2023
Q3
$420K Sell
2023
Q2
$1.03M Sell
2023
Q1
$1.11M Buy