American Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,657
| Closed | -$6.11M | – | 310 |
|
|
2025
Q1 | $6.11M | Sell |
11,657
-1,637
| -12% | -$857K | 1.51% | 10 |
|
|
2024
Q4 | $6.72M | Sell |
13,294
-803
| -6% | -$406K | 0.51% | 34 |
|
|
2024
Q3 | $8.24M | Sell |
14,097
-2,633
| -16% | -$1.54M | 0.68% | 21 |
|
|
2024
Q2 | $8.52M | Sell |
16,730
-744
| -4% | -$379K | 0.7% | 22 |
|
|
2024
Q1 | $8.64M | Buy |
17,474
+749
| +4% | +$371K | 0.72% | 19 |
|
|
2023
Q4 | $8.81M | Sell |
16,725
-473
| -3% | -$249K | 0.65% | 24 |
|
|
2023
Q3 | $8.67M | Sell |
17,198
-1,497
| -8% | -$755K | 0.67% | 23 |
|
|
2023
Q2 | $8.99M | Sell |
18,695
-993
| -5% | -$477K | 0.62% | 30 |
|
|
2023
Q1 | $9.3M | Buy |
19,688
+1,528
| +8% | +$722K | 0.65% | 26 |
|
|
2022
Q4 | $9.63M | Buy |
18,160
+228
| +1% | +$121K | 0.89% | 21 |
|
|
2022
Q3 | $9.06M | Sell |
17,932
-2,559
| -12% | -$1.29M | 0.76% | 22 |
|
|
2022
Q2 | $10.5M | Sell |
20,491
-3,363
| -14% | -$1.73M | 0.84% | 21 |
|
|
2022
Q1 | $12.2M | Buy |
23,854
+5,148
| +28% | +$2.63M | 0.82% | 20 |
|
|
2021
Q4 | $9.39M | Buy |
+18,706
| New | +$9.39M | 0.72% | 23 |
|