Central Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
13,099
-694
| -5% | -$217K | 0.67% | 41 |
|
|
2025
Q1 | $7.22M | Sell |
13,793
-671
| -5% | -$351K | 1.21% | 25 |
|
|
2024
Q4 | $7.32M | Sell |
14,464
-1,981
| -12% | -$1M | 1.11% | 28 |
|
|
2024
Q3 | $9.62M | Sell |
16,445
-1,475
| -8% | -$862K | 1.33% | 23 |
|
|
2024
Q2 | $9.13M | Sell |
17,920
-83
| -0.5% | -$42.3K | 1.27% | 26 |
|
|
2024
Q1 | $8.91M | Sell |
18,003
-1,628
| -8% | -$805K | 1.27% | 27 |
|
|
2023
Q4 | $10.3M | Buy |
19,631
+91
| +0.5% | +$47.9K | 1.6% | 15 |
|
|
2023
Q3 | $9.85M | Sell |
19,540
-29
| -0.1% | -$14.6K | 1.71% | 11 |
|
|
2023
Q2 | $9.41M | Sell |
19,569
-785
| -4% | -$377K | 1.59% | 16 |
|
|
2023
Q1 | $9.62M | Sell |
20,354
-877
| -4% | -$414K | 1.71% | 11 |
|
|
2022
Q4 | $11.3M | Buy |
21,231
+25
| +0.1% | +$13.3K | 2.12% | 7 |
|
|
2022
Q3 | $10.7M | Sell |
21,206
-651
| -3% | -$329K | 2.3% | 9 |
|
|
2022
Q2 | $11.2M | Sell |
21,857
-919
| -4% | -$472K | 2.29% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
22,776
+384
| +2% | +$196K | 1.85% | 13 |
|
|
2021
Q4 | $11.2M | Sell |
22,392
-834
| -4% | -$419K | 1.74% | 16 |
|
|
2021
Q3 | $9.08M | Buy |
23,226
+255
| +1% | +$99.6K | 1.49% | 20 |
|
|
2021
Q2 | $9.2M | Sell |
22,971
-107
| -0.5% | -$42.8K | 1.49% | 19 |
|
|
2021
Q1 | $8.59M | Buy |
23,078
+82
| +0.4% | +$30.5K | 1.47% | 19 |
|
|
2020
Q4 | $8.06M | Buy |
22,996
+115
| +0.5% | +$40.3K | 1.39% | 19 |
|
|
2020
Q3 | $7.13M | Buy |
22,881
+57
| +0.2% | +$17.8K | 1.34% | 18 |
|
|
2020
Q2 | $6.73M | Buy |
22,824
+123
| +0.5% | +$36.3K | 1.33% | 16 |
|
|
2020
Q1 | $5.66M | Sell |
22,701
-331
| -1% | -$82.5K | 1.36% | 20 |
|
|
2019
Q4 | $6.77M | Sell |
23,032
-1,528
| -6% | -$449K | 1.34% | 21 |
|
|
2019
Q3 | $5.34M | Buy |
24,560
+245
| +1% | +$53.2K | 1.15% | 30 |
|
|
2019
Q2 | $5.93M | Hold |
24,315
| – | – | 1.34% | 22 |
|
|
2019
Q1 | $6.01M | Sell |
24,315
-3,562
| -13% | -$881K | 1.35% | 21 |
|
|
2018
Q4 | $6.95M | Sell |
27,877
-629
| -2% | -$157K | 1.75% | 12 |
|
|
2018
Q3 | $7.58M | Buy |
28,506
+2,238
| +9% | +$595K | 1.75% | 17 |
|
|
2018
Q2 | $6.45M | Buy |
26,268
+4,215
| +19% | +$1.03M | 1.6% | 21 |
|
|
2018
Q1 | $4.72M | Buy |
22,053
+2,209
| +11% | +$473K | 1.18% | 39 |
|
|
2017
Q4 | $4.38M | Buy |
19,844
+108
| +0.5% | +$23.8K | 1.06% | 38 |
|
|
2017
Q3 | $3.87M | Buy |
19,736
+1,744
| +10% | +$342K | 0.96% | 45 |
|
|
2017
Q2 | $3.34M | Buy |
17,992
+134
| +0.8% | +$24.8K | 0.87% | 47 |
|
|
2017
Q1 | $2.93M | Buy |
17,858
+15,656
| +711% | +$2.57M | 0.76% | 48 |
|
|
2016
Q4 | $352K | Buy |
2,202
+18
| +0.8% | +$2.88K | 0.09% | 116 |
|
|
2016
Q3 | $306K | Sell |
2,184
-326
| -13% | -$45.7K | 0.09% | 112 |
|
|
2016
Q2 | $354K | Sell |
2,510
-176
| -7% | -$24.8K | 0.1% | 102 |
|
|
2016
Q1 | $346K | Buy |
2,686
+538
| +25% | +$69.3K | 0.1% | 104 |
|
|
2015
Q4 | $253K | Buy |
2,148
+659
| +44% | +$77.6K | 0.07% | 114 |
|
|
2015
Q3 | $173K | Buy |
1,489
+1,198
| +412% | +$139K | 0.06% | 115 |
|
|
2015
Q2 | $36K | Buy |
291
+219
| +304% | +$27.1K | 0.01% | 203 |
|
|
2015
Q1 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 271 |
|
|
2014
Q3 | – | Sell |
-201
| Closed | -$15K | – | 328 |
|
|
2014
Q2 | $15K | Hold |
201
| – | – | 0.01% | 232 |
|
|
2014
Q1 | $16K | Hold |
201
| – | – | 0.01% | 224 |
|
|
2013
Q4 | $15K | Hold |
201
| – | – | 0.01% | 232 |
|
|
2013
Q3 | $14K | Hold |
201
| – | – | 0.01% | 233 |
|
|
2013
Q2 | $13.7K | Buy |
+201
| New | +$13.7K | 0.01% | 235 |
|