BB
UNH icon

Berkshire Bank’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,982
Closed -$3.13M 164
2025
Q1
$3.13M Sell
5,982
-723
-11% -$379K 0.76% 34
2024
Q4
$3.39M Sell
6,705
-21
-0.3% -$10.6K 0.79% 30
2024
Q3
$3.93M Buy
6,726
+400
+6% +$234K 0.92% 28
2024
Q2
$3.22M Sell
6,326
-395
-6% -$201K 0.81% 31
2024
Q1
$3.32M Sell
6,721
-86
-1% -$42.5K 0.83% 30
2023
Q4
$3.58M Sell
6,807
-107
-2% -$56.3K 0.95% 28
2023
Q3
$3.49M Buy
6,914
+5
+0.1% +$2.52K 1% 26
2023
Q2
$3.32M Buy
6,909
+20
+0.3% +$9.61K 0.92% 29
2023
Q1
$3.26M Buy
6,889
+94
+1% +$44.4K 0.97% 26
2022
Q4
$3.6M Sell
6,795
-340
-5% -$180K 1.1% 25
2022
Q3
$3.6M Buy
7,135
+25
+0.4% +$12.6K 1.1% 25
2022
Q2
$3.65M Buy
7,110
+163
+2% +$83.7K 1.06% 28
2022
Q1
$3.54M Buy
6,947
+1,049
+18% +$535K 0.84% 34
2021
Q4
$2.96M Buy
5,898
+2,363
+67% +$1.19M 0.66% 39
2021
Q3
$1.38M Buy
3,535
+276
+8% +$108K 0.34% 59
2021
Q2
$1.31M Buy
3,259
+1,395
+75% +$559K 0.32% 63
2021
Q1
$694K Sell
1,864
-2
-0.1% -$745 0.17% 85
2020
Q4
$655K Sell
1,866
-10
-0.5% -$3.51K 0.16% 84
2020
Q3
$584K Buy
+1,876
New +$584K 0.16% 88