Tilia 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 | $1.16M | Sell |
3,723
-230
| -6% | -$71.7K | 0.71% | 50 |
|
|
2025
Q1 | $2.07M | Buy |
3,953
+167
| +4% | +$87.5K | 1.38% | 28 |
|
|
2024
Q4 | $1.92M | Buy |
3,786
+136
| +4% | +$68.8K | 1.31% | 32 |
|
|
2024
Q3 | $2.13M | Buy |
3,650
+194
| +6% | +$113K | 1.48% | 27 |
|
|
2024
Q2 | $1.76M | Buy |
3,456
+165
| +5% | +$84K | 1.38% | 31 |
|
|
2024
Q1 | $1.63M | Buy |
3,291
+183
| +6% | +$90.5K | 1.32% | 33 |
|
|
2023
Q4 | $1.64M | Buy |
3,108
+81
| +3% | +$42.6K | 1.52% | 25 |
|
|
2023
Q3 | $1.53M | Buy |
3,027
+200
| +7% | +$101K | 1.59% | 24 |
|
|
2023
Q2 | $1.36M | Buy |
2,827
+124
| +5% | +$59.6K | 1.21% | 28 |
|
|
2023
Q1 | $1.28M | Sell |
2,703
-14
| -0.5% | -$6.62K | 1.22% | 26 |
|
|
2022
Q4 | $1.44M | Buy |
2,717
+38
| +1% | +$20.1K | 1.39% | 17 |
|
|
2022
Q3 | $1.34M | Buy |
2,679
+13
| +0.5% | +$6.5K | 1.35% | 17 |
|
|
2022
Q2 | $1.37M | Buy |
2,666
+29
| +1% | +$14.9K | 1.31% | 17 |
|
|
2022
Q1 | $1.35M | Buy |
2,637
+141
| +6% | +$71.9K | 1.14% | 21 |
|
|
2021
Q4 | $1.25M | Buy |
+2,496
| New | +$1.25M | 1.01% | 30 |
|