Blue Trust Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
7,936
-1,277
| -14% | -$398K | 0.03% | 155 |
|
|
2025
Q1 | $4.83M | Buy |
9,213
+823
| +10% | +$431K | 0.06% | 94 |
|
|
2024
Q4 | $4.24M | Sell |
8,390
-2,039
| -20% | -$1.03M | 0.05% | 100 |
|
|
2024
Q3 | $5.31M | Buy |
10,429
+3,429
| +49% | +$1.75M | 0.07% | 80 |
|
|
2024
Q2 | $3.46M | Buy |
7,000
+2,035
| +41% | +$1.01M | 0.05% | 87 |
|
|
2024
Q1 | $2.46M | Buy |
4,965
+613
| +14% | +$303K | 0.03% | 98 |
|
|
2023
Q4 | $2.2M | Buy |
4,352
+457
| +12% | +$230K | 0.04% | 100 |
|
|
2023
Q3 | $1.87M | Buy |
3,895
+1,112
| +40% | +$534K | 0.03% | 118 |
|
|
2023
Q2 | $1.32M | Sell |
2,783
-4,757
| -63% | -$2.25M | 0.02% | 138 |
|
|
2023
Q1 | $4M | Buy |
7,540
+528
| +8% | +$280K | 0.07% | 80 |
|
|
2022
Q4 | $3.54M | Buy |
7,012
+3,511
| +100% | +$1.77M | 0.06% | 78 |
|
|
2022
Q3 | $1.8M | Buy |
3,501
+893
| +34% | +$459K | 0.03% | 103 |
|
|
2022
Q2 | $1.33M | Buy |
+2,608
| New | +$1.33M | 0.02% | 123 |
|