Cape Ann Savings Bank’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 | $707K | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.32M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.36M | Buy |
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|
2022
Q2 | $2.38M | Buy |
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|
2022
Q1 | $2.34M | Sell |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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