Bank of Stockton’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
2,297
-374
| -14% | -$117K | 0.21% | 66 |
|
|
2025
Q1 | $1.4M | Sell |
2,671
-59
| -2% | -$30.9K | 0.45% | 42 |
|
|
2024
Q4 | $1.38M | Buy |
2,730
+16
| +0.6% | +$8.09K | 0.42% | 44 |
|
|
2024
Q3 | $1.59M | Sell |
2,714
-78
| -3% | -$45.6K | 0.48% | 39 |
|
|
2024
Q2 | $1.42M | Sell |
2,792
-284
| -9% | -$145K | 0.45% | 41 |
|
|
2024
Q1 | $1.52M | Buy |
3,076
+122
| +4% | +$60.4K | 0.47% | 40 |
|
|
2023
Q4 | $1.49M | Sell |
2,954
-157
| -5% | -$79.1K | 0.49% | 40 |
|
|
2023
Q3 | $1.64M | Buy |
3,111
+419
| +16% | +$221K | 0.61% | 32 |
|
|
2023
Q2 | $1.29M | Buy |
2,692
+22
| +0.8% | +$10.6K | 0.44% | 39 |
|
|
2023
Q1 | $1.26M | Sell |
2,670
-45
| -2% | -$21.3K | 0.44% | 40 |
|
|
2022
Q4 | $1.44M | Sell |
2,715
-244
| -8% | -$129K | 0.5% | 38 |
|
|
2022
Q3 | $1.49M | Buy |
2,959
+229
| +8% | +$116K | 0.58% | 35 |
|
|
2022
Q2 | $1.4M | Sell |
2,730
-550
| -17% | -$282K | 0.53% | 40 |
|
|
2022
Q1 | $1.67M | Buy |
3,280
+377
| +13% | +$192K | 0.52% | 42 |
|
|
2021
Q4 | $1.46M | Buy |
2,903
+290
| +11% | +$146K | 0.43% | 49 |
|
|
2021
Q3 | $1.02M | Buy |
2,613
+14
| +0.5% | +$5.47K | 0.31% | 56 |
|
|
2021
Q2 | $1.04M | Buy |
2,599
+1,132
| +77% | +$453K | 0.31% | 57 |
|
|
2021
Q1 | $545K | Sell |
1,467
-68
| -4% | -$25.3K | 0.18% | 73 |
|
|
2020
Q4 | $538K | Sell |
1,535
-38
| -2% | -$13.3K | 0.21% | 70 |
|
|
2020
Q3 | $490K | Sell |
1,573
-108
| -6% | -$33.6K | 0.2% | 74 |
|
|
2020
Q2 | $495K | Buy |
+1,681
| New | +$495K | 0.22% | 76 |
|