KMG Fiduciary Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
14,885
-4,006
| -21% | -$1.25M | 0.34% | 69 |
|
|
2025
Q1 | $9.89M | Buy |
18,891
+4,992
| +36% | +$2.61M | 0.82% | 30 |
|
|
2024
Q4 | $7.03M | Sell |
13,899
-53
| -0.4% | -$26.8K | 0.58% | 44 |
|
|
2024
Q3 | $8.16M | Buy |
13,952
+75
| +0.5% | +$43.9K | 0.7% | 34 |
|
|
2024
Q2 | $7.07M | Sell |
13,877
-495
| -3% | -$252K | 0.69% | 33 |
|
|
2024
Q1 | $7.11M | Sell |
14,372
-15
| -0.1% | -$7.42K | 0.74% | 35 |
|
|
2023
Q4 | $7.57M | Buy |
14,387
+234
| +2% | +$123K | 0.88% | 28 |
|
|
2023
Q3 | $7.14M | Buy |
14,153
+946
| +7% | +$477K | 0.94% | 25 |
|
|
2023
Q2 | $6.35M | Buy |
13,207
+85
| +0.6% | +$40.9K | 0.82% | 30 |
|
|
2023
Q1 | $6.2M | Sell |
13,122
-329
| -2% | -$155K | 0.89% | 25 |
|
|
2022
Q4 | $7.13M | Sell |
13,451
-397
| -3% | -$210K | 1.17% | 16 |
|
|
2022
Q3 | $6.99M | Sell |
13,848
-2,054
| -13% | -$1.04M | 1.35% | 15 |
|
|
2022
Q2 | $8.17M | Sell |
15,902
-530
| -3% | -$272K | 1.52% | 11 |
|
|
2022
Q1 | $8.38M | Sell |
16,432
-831
| -5% | -$424K | 1.34% | 16 |
|
|
2021
Q4 | $8.67M | Sell |
17,263
-1,386
| -7% | -$696K | 1.34% | 13 |
|
|
2021
Q3 | $7.29M | Sell |
18,649
-2,058
| -10% | -$804K | 1.24% | 19 |
|
|
2021
Q2 | $8.29M | Buy |
20,707
+350
| +2% | +$140K | 1.46% | 15 |
|
|
2021
Q1 | $7.57M | Buy |
20,357
+1,730
| +9% | +$644K | 1.48% | 16 |
|
|
2020
Q4 | $6.42M | Buy |
18,627
+1,794
| +11% | +$619K | 1.35% | 19 |
|
|
2020
Q3 | $5.25M | Buy |
16,833
+4,723
| +39% | +$1.47M | 1.31% | 22 |
|
|
2020
Q2 | $3.57M | Buy |
12,110
+2,893
| +31% | +$853K | 0.99% | 29 |
|
|
2020
Q1 | $2.3M | Buy |
9,217
+4,389
| +91% | +$1.09M | 0.75% | 40 |
|
|
2019
Q4 | $1.42M | Sell |
4,828
-4
| -0.1% | -$1.18K | 0.43% | 47 |
|
|
2019
Q3 | $1.05M | Sell |
4,832
-201
| -4% | -$43.7K | 0.36% | 54 |
|
|
2019
Q2 | $1.23M | Buy |
5,033
+760
| +18% | +$185K | 0.44% | 44 |
|
|
2019
Q1 | $1.06M | Buy |
4,273
+623
| +17% | +$154K | 0.4% | 50 |
|
|
2018
Q4 | $909K | Buy |
+3,650
| New | +$909K | 0.41% | 49 |
|