City State 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
$615K Buy
1,970
+441
+29% +$138K 0.19% 106
2025
Q1
$801K Sell
1,529
-40
-3% -$21K 0.26% 76
2024
Q4
$794K Hold
1,569
0.28% 75
2024
Q3
$917K Sell
1,569
-36
-2% -$21K 0.33% 67
2024
Q2
$817K Buy
1,605
+25
+2% +$12.7K 0.33% 70
2024
Q1
$782K Buy
1,580
+10
+0.6% +$4.95K 0.35% 67
2023
Q4
$827K Sell
1,570
-29
-2% -$15.3K 0.41% 57
2023
Q3
$806K Sell
1,599
-1,098
-41% -$553K 0.44% 54
2023
Q2
$1.3M Buy
2,697
+52
+2% +$25K 0.7% 37
2023
Q1
$1.25M Buy
2,645
+1,000
+61% +$473K 0.72% 34
2022
Q4
$872K Buy
1,645
+190
+13% +$101K 0.54% 51
2022
Q3
$735K Sell
1,455
-15
-1% -$7.58K 0.51% 53
2022
Q2
$755K Sell
1,470
-63
-4% -$32.4K 0.53% 55
2022
Q1
$782K Buy
1,533
+30
+2% +$15.3K 0.47% 59
2021
Q4
$755K Buy
+1,503
New +$755K 0.47% 60