Canandaigua National Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Sell |
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|
2025
Q2 | $773K | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.54M | Buy |
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|
2020
Q1 | $667K | Sell |
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|
2019
Q4 | $803K | Buy |
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|
2019
Q3 | $539K | Buy |
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|
2019
Q2 | $581K | Sell |
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|
2019
Q1 | $615K | Sell |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $686K | Sell |
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|
2018
Q2 | $679K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $507K | Hold |
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|
2017
Q3 | $450K | Buy |
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|
2017
Q2 | $410K | Buy |
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|
2017
Q1 | $309K | Sell |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $270K | Sell |
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|
2016
Q2 | $293K | Sell |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $322K | Hold |
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|
2015
Q3 | $317K | Buy |
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|
2015
Q2 | $327K | Buy |
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|
2015
Q1 | $281K | Sell |
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|
2014
Q4 | $276K | Sell |
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|
2014
Q3 | $267K | Buy |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $231K | Buy |
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