Gallagher Fiduciary Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
1,366
+493
| +56% | +$154K | 0.02% | 199 |
|
|
2025
Q1 | $457K | Sell |
873
-3
| -0.3% | -$1.57K | 0.02% | 169 |
|
|
2024
Q4 | $443K | Buy |
876
+159
| +22% | +$80.5K | 0.09% | 160 |
|
|
2024
Q3 | $419K | Sell |
717
-144
| -17% | -$84.1K | 0.08% | 139 |
|
|
2024
Q2 | $438K | Hold |
861
| – | – | 0.1% | 114 |
|
|
2024
Q1 | $426K | Sell |
861
-18
| -2% | -$8.9K | 0.02% | 120 |
|
|
2023
Q4 | $463K | Buy |
879
+45
| +5% | +$23.7K | 0.02% | 109 |
|
|
2023
Q3 | $420K | Sell |
834
-1,310
| -61% | -$660K | 0.04% | 109 |
|
|
2023
Q2 | $1.03M | Sell |
2,144
-199
| -8% | -$95.8K | 0.08% | 59 |
|
|
2023
Q1 | $1.11M | Buy |
+2,343
| New | +$1.11M | 0.09% | 54 |
|