Cape Ann Savings Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,639
-283
| -7% | -$88.3K | 0.68% | 37 |
|
|
2025
Q1 | $2.05M | Sell |
3,922
-110
| -3% | -$57.6K | 1.29% | 20 |
|
|
2024
Q4 | $2.04M | Sell |
4,032
-363
| -8% | -$184K | 1.2% | 21 |
|
|
2024
Q3 | $2.57M | Sell |
4,395
-125
| -3% | -$73.1K | 1.49% | 17 |
|
|
2024
Q2 | $2.3M | Sell |
4,520
-165
| -4% | -$84K | 1.43% | 17 |
|
|
2024
Q1 | $2.32M | Sell |
4,685
-88
| -2% | -$43.5K | 1.45% | 17 |
|
|
2023
Q4 | $2.44M | Sell |
4,773
-54
| -1% | -$27.6K | 1.61% | 17 |
|
|
2023
Q3 | $2.43M | Sell |
4,827
-40
| -0.8% | -$20.2K | 1.71% | 14 |
|
|
2023
Q2 | $2.34M | Buy |
4,867
+60
| +1% | +$28.8K | 1.56% | 17 |
|
|
2023
Q1 | $2.27M | Buy |
4,807
+74
| +2% | +$35K | 1.59% | 17 |
|
|
2022
Q4 | $2.51M | Buy |
4,733
+56
| +1% | +$29.7K | 1.84% | 15 |
|
|
2022
Q3 | $2.36M | Buy |
4,677
+47
| +1% | +$23.7K | 1.89% | 14 |
|
|
2022
Q2 | $2.38M | Buy |
4,630
+35
| +0.8% | +$18K | 1.83% | 14 |
|
|
2022
Q1 | $2.34M | Sell |
4,595
-194
| -4% | -$98.9K | 1.54% | 18 |
|
|
2021
Q4 | $2.41M | Buy |
4,789
+160
| +3% | +$80.4K | 1.45% | 18 |
|
|
2021
Q3 | $1.81M | Buy |
4,629
+27
| +0.6% | +$10.6K | 1.17% | 23 |
|
|
2021
Q2 | $1.84M | Buy |
4,602
+28
| +0.6% | +$11.2K | 1.16% | 23 |
|
|
2021
Q1 | $1.7M | Buy |
4,574
+382
| +9% | +$142K | 1.21% | 22 |
|
|
2020
Q4 | $1.47M | Buy |
+4,192
| New | +$1.47M | 1.06% | 27 |
|
|
2020
Q2 | $1.06M | Buy |
+3,607
| New | +$1.06M | 0.9% | 32 |
|