Baker Boyer National Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
1,133
| – | – | 0.12% | 58 |
|
|
2025
Q1 | $593K | Sell |
1,133
-50
| -4% | -$26.2K | 0.22% | 38 |
|
|
2024
Q4 | $598K | Buy |
1,183
+10
| +0.9% | +$5.06K | 0.21% | 41 |
|
|
2024
Q3 | $686K | Hold |
1,173
| – | – | 0.23% | 39 |
|
|
2024
Q2 | $597K | Hold |
1,173
| – | – | 0.21% | 38 |
|
|
2024
Q1 | $580K | Hold |
1,173
| – | – | 0.2% | 47 |
|
|
2023
Q4 | $618K | Hold |
1,173
| – | – | 0.23% | 43 |
|
|
2023
Q3 | $591K | Buy |
1,173
+3
| +0.3% | +$1.51K | 0.24% | 42 |
|
|
2023
Q2 | $562K | Buy |
1,170
+53
| +5% | +$25.5K | 0.21% | 39 |
|
|
2023
Q1 | $528K | Hold |
1,117
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $592K | Sell |
1,117
-660
| -37% | -$350K | 0.25% | 39 |
|
|
2022
Q3 | $897K | Sell |
1,777
-200
| -10% | -$101K | 0.4% | 28 |
|
|
2022
Q2 | $1.02M | Hold |
1,977
| – | – | 0.51% | 28 |
|
|
2022
Q1 | $1.01M | Buy |
1,977
+13
| +0.7% | +$6.63K | 0.49% | 29 |
|
|
2021
Q4 | $986K | Buy |
+1,964
| New | +$986K | 0.45% | 32 |
|
|
2021
Q2 | $1.02M | Buy |
+1,977
| New | +$1.02M | 0.51% | 28 |
|
|
2018
Q1 | $249K | Sell |
1,163
-197
| -14% | -$42.2K | 0.75% | 52 |
|
|
2017
Q4 | $300K | Hold |
1,360
| – | – | 0.9% | 39 |
|
|
2017
Q3 | $266K | Hold |
1,360
| – | – | 0.88% | 40 |
|
|
2017
Q2 | $252K | Hold |
1,360
| – | – | 1% | 33 |
|
|
2017
Q1 | $223K | Hold |
1,360
| – | – | 0.91% | 36 |
|
|
2016
Q4 | $218K | Sell |
1,360
-116
| -8% | -$18.6K | 0.95% | 36 |
|
|
2016
Q3 | $207K | Buy |
+1,476
| New | +$207K | 0.85% | 40 |
|
|
2015
Q3 | – | Sell |
-7,747
| Closed | -$945K | – | 50 |
|
|
2015
Q2 | $945K | Hold |
7,747
| – | – | 1.97% | 21 |
|
|
2015
Q1 | $916K | Hold |
7,747
| – | – | 1.87% | 21 |
|
|
2014
Q4 | $783K | Sell |
7,747
-428
| -5% | -$43.3K | 1.53% | 25 |
|
|
2014
Q3 | $705K | Hold |
8,175
| – | – | 1.38% | 25 |
|
|
2014
Q2 | $668K | Hold |
8,175
| – | – | 1.22% | 30 |
|
|
2014
Q1 | $670K | Sell |
8,175
-2,000
| -20% | -$164K | 1.31% | 26 |
|
|
2013
Q4 | $766K | Buy |
10,175
+7,120
| +233% | +$536K | 1.48% | 26 |
|
|
2013
Q3 | $219K | Sell |
3,055
-350
| -10% | -$25.1K | 0.48% | 37 |
|
|
2013
Q2 | $223K | Buy |
+3,405
| New | +$223K | 0.48% | 37 |
|