Chicago 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 | $3.33M | Buy |
10,669
+30
| +0.3% | +$9.36K | 0.47% | 47 |
|
|
2025
Q1 | $5.57M | Sell |
10,639
-465
| -4% | -$244K | 0.99% | 16 |
|
|
2024
Q4 | $5.62M | Sell |
11,104
-1,373
| -11% | -$695K | 0.99% | 19 |
|
|
2024
Q3 | $7.3M | Buy |
12,477
+554
| +5% | +$324K | 1.26% | 12 |
|
|
2024
Q2 | $6.07M | Sell |
11,923
-586
| -5% | -$298K | 1.23% | 14 |
|
|
2024
Q1 | $6.19M | Buy |
12,509
+159
| +1% | +$78.7K | 1.28% | 14 |
|
|
2023
Q4 | $6.5M | Sell |
12,350
-589
| -5% | -$310K | 1.45% | 11 |
|
|
2023
Q3 | $6.52M | Sell |
12,939
-700
| -5% | -$353K | 1.64% | 9 |
|
|
2023
Q2 | $6.56M | Buy |
13,639
+127
| +0.9% | +$61K | 1.57% | 7 |
|
|
2023
Q1 | $6.39M | Buy |
13,512
+198
| +1% | +$93.6K | 1.6% | 8 |
|
|
2022
Q4 | $7.06M | Sell |
13,314
-172
| -1% | -$91.2K | 1.76% | 6 |
|
|
2022
Q3 | $6.81M | Sell |
13,486
-241
| -2% | -$122K | 1.77% | 6 |
|
|
2022
Q2 | $7.05M | Buy |
13,727
+86
| +0.6% | +$44.2K | 1.78% | 5 |
|
|
2022
Q1 | $6.96M | Sell |
13,641
-720
| -5% | -$367K | 1.49% | 6 |
|
|
2021
Q4 | $7.21M | Buy |
14,361
+481
| +3% | +$242K | 1.44% | 6 |
|
|
2021
Q3 | $5.42M | Buy |
13,880
+1,286
| +10% | +$503K | 1.19% | 11 |
|
|
2021
Q2 | $5.04M | Buy |
12,594
+3,149
| +33% | +$1.26M | 1.19% | 11 |
|
|
2021
Q1 | $3.51M | Sell |
9,445
-946
| -9% | -$352K | 1.21% | 21 |
|
|
2020
Q4 | $3.64M | Sell |
10,391
-897
| -8% | -$314K | 1.25% | 17 |
|
|
2020
Q3 | $3.52M | Sell |
11,288
-519
| -4% | -$162K | 1.47% | 11 |
|
|
2020
Q2 | $3.48M | Sell |
11,807
-500
| -4% | -$147K | 1.54% | 12 |
|
|
2020
Q1 | $3.07M | Sell |
12,307
-1,144
| -9% | -$285K | 1.55% | 12 |
|
|
2019
Q4 | $3.95M | Buy |
13,451
+131
| +1% | +$38.5K | 1.61% | 13 |
|
|
2019
Q3 | $2.9M | Buy |
13,320
+477
| +4% | +$104K | 1.22% | 26 |
|
|
2019
Q2 | $3.13K | Sell |
12,843
-220
| -2% | -$54 | 1.34% | 21 |
|
|
2019
Q1 | $3.23K | Sell |
13,063
-708
| -5% | -$175 | 1.39% | 23 |
|
|
2018
Q4 | $3.43K | Sell |
13,771
-98
| -0.7% | -$24 | 1.63% | 15 |
|
|
2018
Q3 | $3.69M | Buy |
13,869
+53
| +0.4% | +$14.1K | 1.47% | 17 |
|
|
2018
Q2 | $3.39M | Sell |
13,816
-1,934
| -12% | -$474K | 1.44% | 18 |
|
|
2018
Q1 | $3.37M | Buy |
15,750
+176
| +1% | +$37.7K | 1.44% | 19 |
|
|
2017
Q4 | $3.43M | Sell |
15,574
-380
| -2% | -$83.8K | 1.37% | 21 |
|
|
2017
Q3 | $3.12K | Buy |
15,954
+214
| +1% | +$42 | 1.32% | 23 |
|
|
2017
Q2 | $2.92K | Buy |
15,740
+12,180
| +342% | +$2.26K | 1.3% | 26 |
|
|
2017
Q1 | $584 | Buy |
3,560
+55
| +2% | +$9 | 0.26% | 96 |
|
|
2016
Q4 | $561K | Hold |
3,505
| – | – | 0.24% | 98 |
|
|
2016
Q3 | $491K | Sell |
3,505
-156
| -4% | -$21.9K | 0.21% | 100 |
|
|
2016
Q2 | $517K | Sell |
3,661
-648
| -15% | -$91.5K | 0.21% | 101 |
|
|
2016
Q1 | $555K | Sell |
4,309
-60
| -1% | -$7.73K | 0.23% | 97 |
|
|
2015
Q4 | $514K | Sell |
4,369
-425
| -9% | -$50K | 0.2% | 104 |
|
|
2015
Q3 | $556K | Sell |
4,794
-350
| -7% | -$40.6K | 0.21% | 103 |
|
|
2015
Q2 | $627K | Sell |
5,144
-1,875
| -27% | -$229K | 0.22% | 104 |
|
|
2015
Q1 | $830K | Buy |
+7,019
| New | +$830K | 0.28% | 94 |
|