Bank of Montreal’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567M | Sell |
1,816,472
-316,088
| -15% | -$98.6M | 0.27% | 67 |
|
|
2025
Q1 | $1.12B | Sell |
2,132,560
-73,051
| -3% | -$38.3M | 0.54% | 34 |
|
|
2024
Q4 | $1.12B | Sell |
2,205,611
-284,191
| -11% | -$144M | 0.52% | 36 |
|
|
2024
Q3 | $1.45B | Buy |
2,489,802
+230,240
| +10% | +$134M | 0.64% | 30 |
|
|
2024
Q2 | $1.15B | Buy |
2,259,562
+4,012
| +0.2% | +$2.04M | 0.33% | 36 |
|
|
2024
Q1 | $1.15B | Sell |
2,255,550
-29,381
| -1% | -$15M | 0.35% | 35 |
|
|
2023
Q4 | $1.21B | Buy |
2,284,931
+208,852
| +10% | +$110M | 0.37% | 31 |
|
|
2023
Q3 | $1.01B | Sell |
2,076,079
-144,805
| -7% | -$70.6M | 0.35% | 33 |
|
|
2023
Q2 | $1.09B | Buy |
2,220,884
+349,774
| +19% | +$171M | 0.38% | 30 |
|
|
2023
Q1 | $890M | Buy |
1,871,110
+62,873
| +3% | +$29.9M | 0.36% | 34 |
|
|
2022
Q4 | $982M | Buy |
1,808,237
+365,031
| +25% | +$198M | 0.43% | 30 |
|
|
2022
Q3 | $741K | Sell |
1,443,206
-703,643
| -33% | -$361K | 0.32% | 38 |
|
|
2022
Q2 | $1.09M | Buy |
2,146,849
+571,195
| +36% | +$291K | 0.51% | 28 |
|
|
2022
Q1 | $821M | Sell |
1,575,654
-495,587
| -24% | -$258M | 0.4% | 41 |
|
|
2021
Q4 | $1.05B | Sell |
2,071,241
-185,013
| -8% | -$93.4M | 0.56% | 34 |
|
|
2021
Q3 | $931M | Buy |
2,256,254
+4,108
| +0.2% | +$1.7M | 0.43% | 39 |
|
|
2021
Q2 | $933M | Buy |
2,252,146
+677,692
| +43% | +$281M | 0.46% | 38 |
|
|
2021
Q1 | $575M | Sell |
1,574,454
-333,256
| -17% | -$122M | 0.37% | 46 |
|
|
2020
Q4 | $688M | Buy |
1,907,710
+509,934
| +36% | +$184M | 0.46% | 40 |
|
|
2020
Q3 | $440M | Sell |
1,397,776
-92,304
| -6% | -$29M | 0.37% | 55 |
|
|
2020
Q2 | $434M | Buy |
1,490,080
+415,271
| +39% | +$121M | 0.4% | 50 |
|
|
2020
Q1 | $258M | Sell |
1,074,809
-308,098
| -22% | -$74.1M | 0.3% | 66 |
|
|
2019
Q4 | $407M | Sell |
1,382,907
-277,908
| -17% | -$81.7M | 0.31% | 62 |
|
|
2019
Q3 | $361M | Buy |
1,660,815
+201,738
| +14% | +$43.8M | 0.31% | 63 |
|
|
2019
Q2 | $356M | Buy |
1,459,077
+84,570
| +6% | +$20.6M | 0.3% | 67 |
|
|
2019
Q1 | $340M | Sell |
1,374,507
-283,395
| -17% | -$70.1M | 0.29% | 67 |
|
|
2018
Q4 | $413M | Sell |
1,657,902
-268,272
| -14% | -$66.8M | 0.39% | 54 |
|
|
2018
Q3 | $512M | Buy |
1,926,174
+370,963
| +24% | +$98.7M | 0.4% | 47 |
|
|
2018
Q2 | $382M | Sell |
1,555,211
-83,986
| -5% | -$20.6M | 0.32% | 55 |
|
|
2018
Q1 | $351M | Buy |
1,639,197
+66,701
| +4% | +$14.3M | 0.31% | 61 |
|
|
2017
Q4 | $347M | Buy |
1,572,496
+103,582
| +7% | +$22.8M | 0.3% | 62 |
|
|
2017
Q3 | $288M | Sell |
1,468,914
-450,156
| -23% | -$88.2M | 0.26% | 78 |
|
|
2017
Q2 | $356M | Buy |
1,919,070
+485,532
| +34% | +$90M | 0.34% | 55 |
|
|
2017
Q1 | $235M | Sell |
1,433,538
-65,997
| -4% | -$10.8M | 0.22% | 94 |
|
|
2016
Q4 | $237M | Buy |
1,499,535
+198,340
| +15% | +$31.4M | 0.25% | 81 |
|
|
2016
Q3 | $182M | Sell |
1,301,195
-164,898
| -11% | -$23.1M | 0.2% | 92 |
|
|
2016
Q2 | $207M | Sell |
1,466,093
-23,368
| -2% | -$3.3M | 0.24% | 82 |
|
|
2016
Q1 | $192M | Sell |
1,489,461
-1,764,892
| -54% | -$227M | 0.2% | 79 |
|
|
2015
Q4 | $383M | Sell |
3,254,353
-75,362
| -2% | -$8.87M | 0.46% | 39 |
|
|
2015
Q3 | $386M | Buy |
3,329,715
+188,543
| +6% | +$21.9M | 0.53% | 31 |
|
|
2015
Q2 | $383M | Buy |
3,141,172
+688,465
| +28% | +$84M | 0.45% | 37 |
|
|
2015
Q1 | $290M | Buy |
2,452,707
+322,988
| +15% | +$38.2M | 0.34% | 59 |
|
|
2014
Q4 | $215M | Buy |
2,129,719
+305,860
| +17% | +$30.9M | 0.24% | 90 |
|
|
2014
Q3 | $157M | Sell |
1,823,859
-45,399
| -2% | -$3.92M | 0.18% | 110 |
|
|
2014
Q2 | $153M | Buy |
1,869,258
+1,102,791
| +144% | +$90.2M | 0.17% | 109 |
|
|
2014
Q1 | $62.8M | Sell |
766,467
-32,148
| -4% | -$2.64M | 0.08% | 193 |
|
|
2013
Q4 | $60.1M | Buy |
798,615
+266,791
| +50% | +$20.1M | 0.08% | 198 |
|
|
2013
Q3 | $38.1M | Sell |
531,824
-8,428
| -2% | -$604K | 0.06% | 239 |
|
|
2013
Q2 | $35.4M | Buy |
+540,252
| New | +$35.4M | 0.06% | 226 |
|