Coastline Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95M | Sell |
10,914
-70
| -0.6% | -$20.8K | 0.29% | 62 |
|
|
2025
Q4 | $3.63M | Buy |
10,984
+4,498
| +69% | +$1.52M | 0.34% | 52 |
|
|
2025
Q3 | $2.24M | Sell |
6,486
-1,310
| -17% | -$396K | 0.24% | 73 |
|
|
2025
Q2 | $2.43M | Sell |
7,796
-1,972
| -20% | -$754K | 0.28% | 71 |
|
|
2025
Q1 | $5.12M | Sell |
9,768
-1,271
| -12% | -$650K | 0.64% | 36 |
|
|
2024
Q4 | $5.58M | Sell |
11,039
-692
| -6% | -$393K | 0.65% | 33 |
|
|
2024
Q3 | $6.86M | Sell |
11,731
-2,796
| -19% | -$1.58M | 0.81% | 29 |
|
|
2024
Q2 | $7.4M | Sell |
14,527
-629
| -4% | -$308K | 0.87% | 28 |
|
|
2024
Q1 | $7.5M | Sell |
15,156
-451
| -3% | -$229K | 0.91% | 26 |
|
|
2023
Q4 | $8.22M | Buy |
15,607
+844
| +6% | +$450K | 1.09% | 20 |
|
|
2023
Q3 | $7.44M | Sell |
14,763
-695
| -4% | -$342K | 1.1% | 20 |
|
|
2023
Q2 | $7.43M | Sell |
15,458
-7,713
| -33% | -$3.77M | 1.04% | 17 |
|
|
2023
Q1 | $11M | Buy |
23,171
+1,010
| +5% | +$487K | 1.62% | 12 |
|
|
2022
Q4 | $11.7M | Buy |
22,161
+3,557
| +19% | +$1.88M | 1.75% | 9 |
|
|
2022
Q3 | $9.4M | Buy |
18,604
+5,229
| +39% | +$2.75M | 1.5% | 9 |
|
|
2022
Q2 | $6.87M | Buy |
13,375
+545
| +4% | +$274K | 1.02% | 14 |
|
|
2022
Q1 | $6.54M | Sell |
12,830
-520
| -4% | -$251K | 0.79% | 25 |
|
|
2021
Q4 | $6.7M | Sell |
13,350
-35
| -0.3% | -$15.8K | 0.76% | 31 |
|
|
2021
Q3 | $5.23M | Buy |
13,385
+125
| +0.9% | +$51.8K | 0.65% | 41 |
|
|
2021
Q2 | $5.31M | Sell |
13,260
-1,240
| -9% | -$494K | 0.66% | 43 |
|
|
2021
Q1 | $5.39M | Sell |
14,500
-615
| -4% | -$213K | 0.7% | 36 |
|
|
2020
Q4 | $5.3M | Buy |
15,115
+265
| +2% | +$88.8K | 0.71% | 37 |
|
|
2020
Q3 | $4.63M | Sell |
14,850
-775
| -5% | -$238K | 0.7% | 38 |
|
|
2020
Q2 | $4.61M | Sell |
15,625
-625
| -4% | -$179K | 0.73% | 35 |
|
|
2020
Q1 | $4.05M | Sell |
16,250
-1,530
| -9% | -$421K | 0.73% | 39 |
|
|
2019
Q4 | $5.23M | Sell |
17,780
-2,202
| -11% | -$576K | 0.72% | 30 |
|
|
2019
Q3 | $4.34M | Buy |
19,982
+32
| +0.2% | +$7.72K | 0.64% | 40 |
|
|
2019
Q2 | $4.87M | Sell |
19,950
-245
| -1% | -$58.9K | 0.71% | 35 |
|
|
2019
Q1 | $4.99M | Buy |
20,195
+510
| +3% | +$130K | 0.75% | 34 |
|
|
2018
Q4 | $4.9M | Buy |
19,685
+40
| +0.2% | +$10.6K | 0.85% | 29 |
|
|
2018
Q3 | $5.23M | Sell |
19,645
-1,165
| -6% | -$303K | 0.75% | 30 |
|
|
2018
Q2 | $5.11M | Sell |
20,810
-2,805
| -12% | -$674K | 0.77% | 26 |
|
|
2018
Q1 | $5.05M | Sell |
23,615
-3,400
| -13% | -$777K | 0.78% | 26 |
|
|
2017
Q4 | $5.96M | Buy |
27,015
+4,090
| +18% | +$867K | 0.9% | 22 |
|
|
2017
Q3 | $4.49M | Sell |
22,925
-1,125
| -5% | -$217K | 0.78% | 25 |
|
|
2017
Q2 | $4.46M | Sell |
24,050
-755
| -3% | -$132K | 0.81% | 27 |
|
|
2017
Q1 | $4.07M | Sell |
24,805
-2,560
| -9% | -$419K | 0.76% | 33 |
|
|
2016
Q4 | $4.38M | Sell |
27,365
-45
| -0.2% | -$6.72K | 0.86% | 25 |
|
|
2016
Q3 | $3.84M | Sell |
27,410
-1,320
| -5% | -$185K | 0.75% | 33 |
|
|
2016
Q2 | $4.06M | Sell |
28,730
-95
| -0.3% | -$12.7K | 0.82% | 29 |
|
|
2016
Q1 | $3.71M | Buy |
28,825
+300
| +1% | +$35.5K | 0.79% | 31 |
|
|
2015
Q4 | $3.36M | Buy |
28,525
+253
| +0.9% | +$29.6K | 0.74% | 37 |
|
|
2015
Q3 | $3.28M | Sell |
28,272
-500
| -2% | -$59.8K | 0.75% | 36 |
|
|
2015
Q2 | $3.51M | Sell |
28,772
-475
| -2% | -$56.2K | 0.73% | 34 |
|
|
2015
Q1 | $3.46M | Sell |
29,247
-2,293
| -7% | -$255K | 0.71% | 38 |
|
|
2014
Q4 | $3.19M | Buy |
31,540
+1,075
| +4% | +$102K | 0.67% | 51 |
|
|
2014
Q3 | $2.63M | Sell |
30,465
-2,000
| -6% | -$169K | 0.69% | 50 |
|
|
2014
Q2 | $2.65M | Sell |
32,465
-1,000
| -3% | -$78.7K | 0.69% | 50 |
|
|
2014
Q1 | $2.74M | Sell |
33,465
-500
| -1% | -$37.6K | 0.73% | 43 |
|
|
2013
Q4 | $2.56M | Buy |
33,965
+45
| +0.1% | +$3.23K | 0.69% | 47 |
|
|
2013
Q3 | $2.43M | Sell |
33,920
-1,865
| -5% | -$133K | 0.71% | 46 |
|
|
2013
Q2 | $2.34M | Buy |
+35,785
| New | +$2.23M | 0.72% | 45 |
|
Other funds holding UNH
VCM
VPM
