Bank of Marin’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,069
| Closed | -$541K | – | 105 |
|
|
2024
Q4 | $541K | Buy |
1,069
+236
| +28% | +$119K | 0.43% | 68 |
|
|
2024
Q3 | $487K | Sell |
833
-2
| -0.2% | -$1.17K | 0.39% | 81 |
|
|
2024
Q2 | $425K | Buy |
835
+133
| +19% | +$67.7K | 0.37% | 87 |
|
|
2024
Q1 | $347K | Buy |
+702
| New | +$347K | 0.3% | 92 |
|