Adirondack Trust Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
2,126
-374
| -15% | -$117K | 0.24% | 83 |
|
|
2025
Q1 | $1.31M | Sell |
2,500
-57
| -2% | -$29.9K | 0.51% | 47 |
|
|
2024
Q4 | $1.29M | Hold |
2,557
| – | – | 0.49% | 52 |
|
|
2024
Q3 | $1.49M | Sell |
2,557
-17
| -0.7% | -$9.94K | 0.58% | 40 |
|
|
2024
Q2 | $1.31M | Sell |
2,574
-4
| -0.2% | -$2.04K | 0.54% | 47 |
|
|
2024
Q1 | $1.28M | Sell |
2,578
-48
| -2% | -$23.7K | 0.53% | 49 |
|
|
2023
Q4 | $1.3M | Sell |
2,626
-45
| -2% | -$22.2K | 0.56% | 47 |
|
|
2023
Q3 | $1.35M | Buy |
2,671
+14
| +0.5% | +$7.06K | 0.67% | 34 |
|
|
2023
Q2 | $1.35M | Sell |
2,657
-281
| -10% | -$142K | 0.63% | 36 |
|
|
2023
Q1 | $1.39M | Sell |
2,938
-16
| -0.5% | -$7.56K | 0.7% | 33 |
|
|
2022
Q4 | $1.57M | Buy |
2,954
+6
| +0.2% | +$3.18K | 0.81% | 31 |
|
|
2022
Q3 | $1.49M | Buy |
2,948
+36
| +1% | +$18.2K | 0.83% | 31 |
|
|
2022
Q2 | $1.5M | Buy |
2,912
+103
| +4% | +$52.9K | 0.8% | 32 |
|
|
2022
Q1 | $1.43M | Buy |
2,809
+259
| +10% | +$132K | 0.68% | 39 |
|
|
2021
Q4 | $1.28M | Buy |
2,550
+18
| +0.7% | +$9.04K | 0.61% | 40 |
|
|
2021
Q3 | $1.17M | Buy |
2,532
+37
| +1% | +$17K | 0.55% | 48 |
|
|
2021
Q2 | $999K | Buy |
2,495
+10
| +0.4% | +$4K | 0.5% | 50 |
|
|
2021
Q1 | $925K | Buy |
2,485
+605
| +32% | +$225K | 0.49% | 49 |
|
|
2020
Q4 | $627K | Buy |
1,880
+655
| +53% | +$218K | 0.38% | 63 |
|
|
2020
Q3 | $382K | Hold |
1,225
| – | – | 0.25% | 75 |
|
|
2020
Q2 | $371K | Buy |
1,225
+10
| +0.8% | +$3.03K | 0.25% | 76 |
|
|
2020
Q1 | $303K | Buy |
1,215
+65
| +6% | +$16.2K | 0.25% | 76 |
|
|
2019
Q4 | $313K | Sell |
1,150
-5
| -0.4% | -$1.36K | 0.21% | 82 |
|
|
2019
Q3 | $251K | Sell |
1,155
-66
| -5% | -$14.3K | 0.18% | 84 |
|
|
2019
Q2 | $298K | Sell |
1,221
-25
| -2% | -$6.1K | 0.21% | 84 |
|
|
2019
Q1 | $290K | Buy |
1,246
+415
| +50% | +$96.6K | 0.2% | 84 |
|
|
2018
Q4 | $207K | Buy |
831
+25
| +3% | +$6.23K | 0.16% | 90 |
|
|
2018
Q3 | $214K | Buy |
806
+5
| +0.6% | +$1.33K | 0.14% | 95 |
|
|
2018
Q2 | $197K | Hold |
801
| – | – | 0.14% | 96 |
|
|
2018
Q1 | $189K | Sell |
801
-89
| -10% | -$21K | 0.13% | 95 |
|
|
2017
Q4 | $196K | Sell |
890
-40
| -4% | -$8.81K | 0.14% | 92 |
|
|
2017
Q3 | $182K | Buy |
930
+15
| +2% | +$2.94K | 0.14% | 93 |
|
|
2017
Q2 | $169K | Sell |
915
-75
| -8% | -$13.9K | 0.14% | 94 |
|
|
2017
Q1 | $162K | Buy |
990
+5
| +0.5% | +$818 | 0.11% | 103 |
|
|
2016
Q4 | $158K | Buy |
985
+100
| +11% | +$16K | 0.11% | 102 |
|
|
2016
Q3 | $124K | Buy |
885
+125
| +16% | +$17.5K | 0.09% | 107 |
|
|
2016
Q2 | $107K | Sell |
760
-140
| -16% | -$19.7K | 0.08% | 124 |
|
|
2016
Q1 | $116K | Hold |
900
| – | – | 0.09% | 113 |
|
|
2015
Q4 | $104K | Buy |
900
+35
| +4% | +$4.04K | 0.08% | 113 |
|
|
2015
Q3 | $100K | Buy |
865
+35
| +4% | +$4.05K | 0.08% | 117 |
|
|
2015
Q2 | $102K | Buy |
830
+30
| +4% | +$3.69K | 0.08% | 119 |
|
|
2015
Q1 | $94K | Buy |
800
+225
| +39% | +$26.4K | 0.07% | 123 |
|
|
2014
Q4 | $58K | Sell |
575
-200
| -26% | -$20.2K | 0.04% | 150 |
|
|
2014
Q3 | $67K | Buy |
775
+275
| +55% | +$23.8K | 0.05% | 136 |
|
|
2014
Q2 | $41K | Buy |
500
+140
| +39% | +$11.5K | 0.03% | 153 |
|
|
2014
Q1 | $30K | Hold |
360
| – | – | 0.02% | 167 |
|
|
2013
Q4 | $27K | Hold |
360
| – | – | 0.02% | 170 |
|
|
2013
Q3 | $26K | Hold |
360
| – | – | 0.02% | 167 |
|
|
2013
Q2 | $24K | Buy |
+360
| New | +$24K | 0.02% | 161 |
|