CoreFirst Bank & 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 | $692K | Sell |
2,219
-74
| -3% | -$23.1K | 0.39% | 60 |
|
|
2025
Q1 | $1.2M | Hold |
2,293
| – | – | 0.77% | 36 |
|
|
2024
Q4 | $1.16M | Hold |
2,293
| – | – | 0.69% | 34 |
|
|
2024
Q3 | $1.34M | Sell |
2,293
-40
| -2% | -$23.4K | 0.77% | 30 |
|
|
2024
Q2 | $1.19M | Sell |
2,333
-3
| -0.1% | -$1.53K | 0.8% | 34 |
|
|
2024
Q1 | $1.16M | Sell |
2,336
-8
| -0.3% | -$3.96K | 0.72% | 35 |
|
|
2023
Q4 | $1.23M | Sell |
2,344
-88
| -4% | -$46.3K | 0.82% | 32 |
|
|
2023
Q3 | $1.23M | Sell |
2,432
-27
| -1% | -$13.6K | 0.87% | 27 |
|
|
2023
Q2 | $1.18M | Sell |
2,459
-239
| -9% | -$115K | 0.83% | 30 |
|
|
2023
Q1 | $1.28M | Buy |
2,698
+110
| +4% | +$52K | 0.93% | 29 |
|
|
2022
Q4 | $1.37M | Sell |
2,588
-29
| -1% | -$15.4K | 1.04% | 20 |
|
|
2022
Q3 | $1.32M | Buy |
2,617
+40
| +2% | +$20.2K | 1.14% | 18 |
|
|
2022
Q2 | $1.32M | Buy |
2,577
+162
| +7% | +$83.2K | 1.05% | 21 |
|
|
2022
Q1 | $1.23M | Hold |
2,415
| – | – | 0.84% | 26 |
|
|
2021
Q4 | $1.21M | Sell |
2,415
-10
| -0.4% | -$5.02K | 0.78% | 25 |
|
|
2021
Q3 | $948K | Hold |
2,425
| – | – | 0.66% | 38 |
|
|
2021
Q2 | $971K | Hold |
2,425
| – | – | 0.66% | 36 |
|
|
2021
Q1 | $902K | Buy |
2,425
+41
| +2% | +$15.3K | 0.62% | 39 |
|
|
2020
Q4 | $836K | Buy |
+2,384
| New | +$836K | 0.62% | 36 |
|