Chevy Chase Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200M | Sell |
640,300
-53,617
| -8% | -$16.7M | 0.58% | 24 |
|
|
2025
Q1 | $363M | Sell |
693,917
-3,418
| -0.5% | -$1.79M | 1.16% | 14 |
|
|
2024
Q4 | $353M | Buy |
697,335
+28,940
| +4% | +$14.6M | 1.07% | 14 |
|
|
2024
Q3 | $391M | Sell |
668,395
-9,455
| -1% | -$5.53M | 1.2% | 13 |
|
|
2024
Q2 | $345M | Sell |
677,850
-20,957
| -3% | -$10.7M | 1.1% | 14 |
|
|
2024
Q1 | $346M | Sell |
698,807
-10,096
| -1% | -$4.99M | 1.13% | 12 |
|
|
2023
Q4 | $373M | Sell |
708,903
-4,739
| -0.7% | -$2.49M | 1.34% | 12 |
|
|
2023
Q3 | $360M | Sell |
713,642
-22,048
| -3% | -$11.1M | 1.42% | 10 |
|
|
2023
Q2 | $354M | Sell |
735,690
-17,675
| -2% | -$8.5M | 1.32% | 11 |
|
|
2023
Q1 | $356M | Sell |
753,365
-31,747
| -4% | -$15M | 1.41% | 9 |
|
|
2022
Q4 | $416M | Sell |
785,112
-55,066
| -7% | -$29.2M | 1.77% | 5 |
|
|
2022
Q3 | $424M | Buy |
840,178
+51,693
| +7% | +$26.1M | 1.81% | 7 |
|
|
2022
Q2 | $405M | Buy |
788,485
+7,084
| +0.9% | +$3.64M | 1.67% | 7 |
|
|
2022
Q1 | $398M | Buy |
781,401
+20,891
| +3% | +$10.7M | 1.37% | 9 |
|
|
2021
Q4 | $382M | Buy |
760,510
+10,039
| +1% | +$5.04M | 1.23% | 11 |
|
|
2021
Q3 | $293M | Sell |
750,471
-23,368
| -3% | -$9.13M | 1.02% | 14 |
|
|
2021
Q2 | $310M | Sell |
773,839
-18,414
| -2% | -$7.37M | 1.05% | 14 |
|
|
2021
Q1 | $295M | Sell |
792,253
-44,637
| -5% | -$16.6M | 1.05% | 14 |
|
|
2020
Q4 | $293M | Sell |
836,890
-4,889
| -0.6% | -$1.71M | 1.05% | 14 |
|
|
2020
Q3 | $262M | Sell |
841,779
-45,553
| -5% | -$14.2M | 1.04% | 14 |
|
|
2020
Q2 | $262M | Sell |
887,332
-44,436
| -5% | -$13.1M | 1.06% | 13 |
|
|
2020
Q1 | $232M | Buy |
931,768
+216
| +0% | +$53.9K | 1.08% | 14 |
|
|
2019
Q4 | $274M | Sell |
931,552
-22,665
| -2% | -$6.66M | 1.04% | 13 |
|
|
2019
Q3 | $207M | Sell |
954,217
-25,922
| -3% | -$5.63M | 0.85% | 21 |
|
|
2019
Q2 | $239M | Sell |
980,139
-9,033
| -0.9% | -$2.2M | 0.99% | 14 |
|
|
2019
Q1 | $231M | Sell |
989,172
-17,059
| -2% | -$3.98M | 0.95% | 15 |
|
|
2018
Q4 | $251M | Buy |
1,006,231
+1,296
| +0.1% | +$323K | 1.22% | 12 |
|
|
2018
Q3 | $267M | Sell |
1,004,935
-9,566
| -0.9% | -$2.54M | 1.11% | 12 |
|
|
2018
Q2 | $249M | Sell |
1,014,501
-1,487
| -0.1% | -$365K | 1.08% | 12 |
|
|
2018
Q1 | $217M | Sell |
1,015,988
-29,057
| -3% | -$6.22M | 0.97% | 16 |
|
|
2017
Q4 | $230M | Sell |
1,045,045
-8,367
| -0.8% | -$1.84M | 0.99% | 16 |
|
|
2017
Q3 | $206M | Buy |
1,053,412
+14,947
| +1% | +$2.93M | 0.93% | 18 |
|
|
2017
Q2 | $193M | Sell |
1,038,465
-14,519
| -1% | -$2.69M | 0.92% | 20 |
|
|
2017
Q1 | $173M | Sell |
1,052,984
-12,083
| -1% | -$1.98M | 0.85% | 24 |
|
|
2016
Q4 | $170M | Sell |
1,065,067
-11,023
| -1% | -$1.76M | 0.9% | 22 |
|
|
2016
Q3 | $151M | Sell |
1,076,090
-19,854
| -2% | -$2.78M | 0.82% | 24 |
|
|
2016
Q2 | $155M | Buy |
1,095,944
+28,945
| +3% | +$4.09M | 0.86% | 22 |
|
|
2016
Q1 | $138M | Buy |
1,066,999
+26,326
| +3% | +$3.39M | 0.79% | 27 |
|
|
2015
Q4 | $122M | Sell |
1,040,673
-4,649
| -0.4% | -$547K | 0.72% | 29 |
|
|
2015
Q3 | $121M | Buy |
1,045,322
+92,901
| +10% | +$10.8M | 0.76% | 28 |
|
|
2015
Q2 | $116M | Buy |
952,421
+29,151
| +3% | +$3.56M | 0.7% | 31 |
|
|
2015
Q1 | $109M | Buy |
923,270
+94,379
| +11% | +$11.2M | 0.66% | 33 |
|
|
2014
Q4 | $83.8M | Buy |
828,891
+34,884
| +4% | +$3.53M | 0.52% | 41 |
|
|
2014
Q3 | $68.5M | Buy |
794,007
+58,218
| +8% | +$5.02M | 0.44% | 48 |
|
|
2014
Q2 | $60.2M | Sell |
735,789
-212
| -0% | -$17.3K | 0.42% | 52 |
|
|
2014
Q1 | $60.3M | Sell |
736,001
-11,336
| -2% | -$929K | 0.43% | 53 |
|
|
2013
Q4 | $56.3M | Buy |
747,337
+2,059
| +0.3% | +$155K | 0.41% | 57 |
|
|
2013
Q3 | $53.4M | Buy |
745,278
+16,811
| +2% | +$1.2M | 0.44% | 49 |
|
|
2013
Q2 | $47.7M | Buy |
+728,467
| New | +$47.7M | 0.42% | 52 |
|