Colonial 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 | $4.68M | Sell |
15,015
-1,386
| -8% | -$432K | 0.68% | 46 |
|
|
2025
Q1 | $8.59M | Buy |
16,401
+75
| +0.5% | +$39.3K | 1.33% | 12 |
|
|
2024
Q4 | $8.26M | Buy |
16,326
+100
| +0.6% | +$50.6K | 1.23% | 15 |
|
|
2024
Q3 | $9.49M | Buy |
16,226
+834
| +5% | +$488K | 1.46% | 9 |
|
|
2024
Q2 | $7.84M | Buy |
15,392
+698
| +5% | +$355K | 1.38% | 11 |
|
|
2024
Q1 | $7.27M | Sell |
14,694
-115
| -0.8% | -$56.9K | 1.36% | 13 |
|
|
2023
Q4 | $7.8M | Buy |
14,809
+1,332
| +10% | +$701K | 1.62% | 6 |
|
|
2023
Q3 | $6.79M | Sell |
13,477
-456
| -3% | -$230K | 1.68% | 6 |
|
|
2023
Q2 | $6.7M | Buy |
13,933
+203
| +1% | +$97.6K | 1.6% | 8 |
|
|
2023
Q1 | $6.49M | Sell |
13,730
-151
| -1% | -$71.4K | 1.65% | 6 |
|
|
2022
Q4 | $7.36M | Sell |
13,881
-13
| -0.1% | -$6.89K | 2.01% | 5 |
|
|
2022
Q3 | $7.02M | Buy |
+13,894
| New | +$7.02M | 2.24% | 5 |
|