Country Club 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 | $5.74M | Buy |
18,567
+10,151
| +121% | +$3.14M | 0.36% | 72 |
|
2025
Q1 | $4.34M | Buy |
8,416
+3,287
| +64% | +$1.7M | 0.29% | 92 |
|
2024
Q4 | $2.6M | Sell |
5,129
-176
| -3% | -$89.4K | 0.17% | 128 |
|
2024
Q3 | $3.09M | Buy |
5,305
+258
| +5% | +$150K | 0.21% | 116 |
|
2024
Q2 | $2.46M | Buy |
5,047
+67
| +1% | +$32.6K | 0.17% | 127 |
|
2024
Q1 | $2.46M | Buy |
4,980
+89
| +2% | +$44K | 0.17% | 125 |
|
2023
Q4 | $2.57M | Sell |
4,891
-288
| -6% | -$151K | 0.19% | 122 |
|
2023
Q3 | $2.64M | Buy |
5,179
+43
| +0.8% | +$21.9K | 0.22% | 116 |
|
2023
Q2 | $2.45M | Buy |
5,136
+86
| +2% | +$41K | 0.19% | 122 |
|
2023
Q1 | $2.37M | Buy |
5,050
+140
| +3% | +$65.8K | 0.2% | 120 |
|
2022
Q4 | $2.6M | Sell |
4,910
-186
| -4% | -$98.6K | 0.23% | 103 |
|
2022
Q3 | $2.59M | Buy |
5,096
+191
| +4% | +$97.2K | 0.25% | 99 |
|
2022
Q2 | $2.53M | Buy |
4,905
+266
| +6% | +$137K | 0.23% | 102 |
|
2022
Q1 | $2.42M | Buy |
+4,639
| New | +$2.42M | 0.21% | 101 |
|