American Trust’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 | – | Sell |
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|
2025
Q1 | $6.11M | Sell |
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|
2024
Q4 | $6.72M | Sell |
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|
2024
Q3 | $8.24M | Sell |
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|
2024
Q2 | $8.52M | Sell |
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|
2024
Q1 | $8.64M | Buy |
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|
2023
Q4 | $8.81M | Sell |
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|
2023
Q3 | $8.67M | Sell |
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|
2023
Q2 | $8.99M | Sell |
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|
2023
Q1 | $9.3M | Buy |
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|
2022
Q4 | $9.63M | Buy |
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|
2022
Q3 | $9.06M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $9.39M | Buy |
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