BTW
Boston Trust Walden’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.6M | Sell |
203,957
-90,605
| -31% | -$28.3M | 0.45% | 79 |
|
|
2025
Q1 | $154M | Sell |
294,562
-1,501
| -0.5% | -$786K | 1.13% | 12 |
|
|
2024
Q4 | $150M | Buy |
296,063
+1,893
| +0.6% | +$958K | 1.05% | 13 |
|
|
2024
Q3 | $172M | Sell |
294,170
-2,550
| -0.9% | -$1.49M | 1.2% | 11 |
|
|
2024
Q2 | $151M | Sell |
296,720
-9,435
| -3% | -$4.8M | 1.12% | 11 |
|
|
2024
Q1 | $151M | Buy |
306,155
+1,276
| +0.4% | +$631K | 1.08% | 13 |
|
|
2023
Q4 | $161M | Buy |
304,879
+490
| +0.2% | +$258K | 1.21% | 13 |
|
|
2023
Q3 | $153M | Buy |
304,389
+1,132
| +0.4% | +$571K | 1.29% | 13 |
|
|
2023
Q2 | $146M | Buy |
303,257
+911
| +0.3% | +$438K | 1.2% | 12 |
|
|
2023
Q1 | $143M | Buy |
302,346
+23,758
| +9% | +$11.2M | 1.23% | 11 |
|
|
2022
Q4 | $148M | Sell |
278,588
-1,647
| -0.6% | -$873K | 1.3% | 7 |
|
|
2022
Q3 | $142M | Sell |
280,235
-8,621
| -3% | -$4.35M | 1.4% | 7 |
|
|
2022
Q2 | $148M | Buy |
288,856
+104
| +0% | +$53.4K | 1.4% | 7 |
|
|
2022
Q1 | $147M | Sell |
288,752
-794
| -0.3% | -$405K | 1.22% | 9 |
|
|
2021
Q4 | $145M | Buy |
289,546
+6,088
| +2% | +$3.06M | 1.17% | 10 |
|
|
2021
Q3 | $111M | Sell |
283,458
-4,224
| -1% | -$1.65M | 0.98% | 17 |
|
|
2021
Q2 | $115M | Buy |
287,682
+5,352
| +2% | +$2.14M | 1.02% | 13 |
|
|
2021
Q1 | $105M | Buy |
282,330
+5,922
| +2% | +$2.2M | 1.02% | 14 |
|
|
2020
Q4 | $96.9M | Sell |
276,408
-1,762
| -0.6% | -$618K | 1.03% | 15 |
|
|
2020
Q3 | $86.7M | Buy |
278,170
+235
| +0.1% | +$73.3K | 1.08% | 14 |
|
|
2020
Q2 | $82M | Sell |
277,935
-10,105
| -4% | -$2.98M | 1.11% | 13 |
|
|
2020
Q1 | $71.8M | Sell |
288,040
-46,140
| -14% | -$11.5M | 1.14% | 14 |
|
|
2019
Q4 | $98.2M | Buy |
334,180
+1,235
| +0.4% | +$363K | 1.14% | 15 |
|
|
2019
Q3 | $72.4M | Sell |
332,945
-384
| -0.1% | -$83.5K | 0.91% | 27 |
|
|
2019
Q2 | $81.3M | Buy |
333,329
+5,512
| +2% | +$1.34M | 1.06% | 22 |
|
|
2019
Q1 | $81.1M | Buy |
327,817
+9,186
| +3% | +$2.27M | 1.1% | 19 |
|
|
2018
Q4 | $79.4M | Sell |
318,631
-3,809
| -1% | -$949K | 1.26% | 14 |
|
|
2018
Q3 | $85.8M | Buy |
322,440
+110
| +0% | +$29.3K | 1.18% | 16 |
|
|
2018
Q2 | $79.1M | Buy |
322,330
+786
| +0.2% | +$193K | 1.16% | 16 |
|
|
2018
Q1 | $68.8M | Sell |
321,544
-1,540
| -0.5% | -$330K | 1.04% | 22 |
|
|
2017
Q4 | $71.2M | Buy |
323,084
+850
| +0.3% | +$187K | 1.04% | 20 |
|
|
2017
Q3 | $63.1M | Buy |
322,234
+3,353
| +1% | +$657K | 0.98% | 21 |
|
|
2017
Q2 | $59.1M | Buy |
318,881
+12,520
| +4% | +$2.32M | 0.95% | 26 |
|
|
2017
Q1 | $50.2M | Buy |
306,361
+3,225
| +1% | +$529K | 0.78% | 31 |
|
|
2016
Q4 | $48.5M | Buy |
303,136
+5,985
| +2% | +$958K | 0.76% | 33 |
|
|
2016
Q3 | $41.6M | Buy |
297,151
+75,902
| +34% | +$10.6M | 0.69% | 39 |
|
|
2016
Q2 | $31.2M | Buy |
221,249
+49,531
| +29% | +$6.99M | 0.53% | 61 |
|
|
2016
Q1 | $22.1M | Buy |
+171,718
| New | +$22.1M | 0.39% | 100 |
|