Amica Retiree Medical 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 | $668K | Hold |
2,143
| – | – | 0.96% | 30 |
|
|
2025
Q1 | $1.12M | Sell |
2,143
-512
| -19% | -$268K | 1.71% | 12 |
|
|
2024
Q4 | $1.34M | Sell |
2,655
-230
| -8% | -$116K | 1.27% | 14 |
|
|
2024
Q3 | $1.69M | Buy |
+2,885
| New | +$1.69M | 1.4% | 12 |
|
|
2023
Q3 | $1.87M | Hold |
3,711
| – | – | 2.2% | 7 |
|
|
2023
Q2 | $1.78M | Sell |
3,711
-237
| -6% | -$114K | 1.99% | 7 |
|
|
2023
Q1 | $1.87M | Buy |
3,948
+531
| +16% | +$251K | 1.98% | 7 |
|
|
2022
Q4 | $1.81M | Hold |
3,417
| – | – | 2.33% | 7 |
|
|
2022
Q3 | $1.73M | Sell |
3,417
-101
| -3% | -$51K | 2.16% | 8 |
|
|
2022
Q2 | $1.81M | Hold |
3,518
| – | – | 2.05% | 7 |
|
|
2022
Q1 | $1.79M | Sell |
3,518
-72
| -2% | -$36.7K | 1.68% | 9 |
|
|
2021
Q4 | $1.8M | Sell |
3,590
-193
| -5% | -$96.9K | 1.53% | 11 |
|
|
2021
Q3 | $1.48M | Sell |
3,783
-1,474
| -28% | -$576K | 1.34% | 13 |
|
|
2021
Q2 | $2.11M | Hold |
5,257
| – | – | 1.33% | 15 |
|
|
2021
Q1 | $1.96M | Hold |
5,257
| – | – | 1.32% | 16 |
|
|
2020
Q4 | $1.84M | Hold |
5,257
| – | – | 1.3% | 15 |
|
|
2020
Q3 | $1.64M | Hold |
5,257
| – | – | 1.27% | 16 |
|
|
2020
Q2 | $1.55M | Hold |
5,257
| – | – | 1.22% | 15 |
|
|
2020
Q1 | $1.31M | Buy |
+5,257
| New | +$1.31M | 1.17% | 15 |
|
|
2017
Q1 | – | Sell |
-4,425
| Closed | -$708K | – | 402 |
|
|
2016
Q4 | $708K | Sell |
4,425
-1,254
| -22% | -$201K | 0.56% | 35 |
|
|
2016
Q3 | $795K | Sell |
5,679
-875
| -13% | -$122K | 0.67% | 34 |
|
|
2016
Q2 | $925K | Hold |
6,554
| – | – | 0.79% | 27 |
|
|
2016
Q1 | $845K | Hold |
6,554
| – | – | 0.72% | 33 |
|
|
2015
Q4 | $771K | Hold |
6,554
| – | – | 0.67% | 37 |
|
|
2015
Q3 | $760K | Hold |
6,554
| – | – | 0.69% | 37 |
|
|
2015
Q2 | $800K | Hold |
6,554
| – | – | 0.68% | 37 |
|
|
2015
Q1 | $775K | Hold |
6,554
| – | – | 0.65% | 38 |
|
|
2014
Q4 | $663K | Hold |
6,554
| – | – | 0.54% | 50 |
|
|
2014
Q3 | $565K | Hold |
6,554
| – | – | 0.48% | 59 |
|
|
2014
Q2 | $536K | Buy |
+6,554
| New | +$536K | 0.44% | 64 |
|