Columbia Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.77M | Buy |
5,254
+604
| +13% | +$318K | 1.25% | 18 |
|
|
2023
Q3 | $2.34M | Buy |
4,650
+33
| +0.7% | +$16.6K | 1.36% | 18 |
|
|
2023
Q2 | $2.22M | Buy |
4,617
+367
| +9% | +$176K | 1.25% | 18 |
|
|
2023
Q1 | $2.01M | Sell |
4,250
-827
| -16% | -$391K | 1.16% | 17 |
|
|
2022
Q4 | $2.69M | Sell |
5,077
-380
| -7% | -$201K | 1.5% | 15 |
|
|
2022
Q3 | $2.76M | Buy |
5,457
+71
| +1% | +$35.9K | 1.56% | 11 |
|
|
2022
Q2 | $2.77M | Sell |
5,386
-87
| -2% | -$44.7K | 1.49% | 12 |
|
|
2022
Q1 | $2.93M | Buy |
5,473
+890
| +19% | +$476K | 1.37% | 14 |
|
|
2021
Q4 | $1.79M | Hold |
4,583
| – | – | 0.95% | 26 |
|
|
2021
Q3 | $1.79M | Buy |
4,583
+75
| +2% | +$29.3K | 0.95% | 26 |
|
|
2021
Q2 | $1.81M | Buy |
4,508
+290
| +7% | +$116K | 1.03% | 24 |
|
|
2021
Q1 | $1.57M | Buy |
4,218
+171
| +4% | +$63.6K | 0.97% | 27 |
|
|
2020
Q4 | $1.42M | Buy |
+4,047
| New | +$1.42M | 0.98% | 29 |
|
|
2020
Q2 | $1.19M | Buy |
4,041
+275
| +7% | +$81.1K | 1.06% | 26 |
|
|
2020
Q1 | $938K | Buy |
3,766
+114
| +3% | +$28.4K | 1.03% | 28 |
|
|
2019
Q4 | $1.07M | Buy |
+3,652
| New | +$1.07M | 0.96% | 28 |
|