Country Trust 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 | $35.4M | Buy |
113,432
+461
| +0.4% | +$144K | 0.79% | 43 |
|
|
2025
Q1 | $59.2M | Buy |
112,971
+7,221
| +7% | +$3.78M | 1.49% | 19 |
|
|
2024
Q4 | $53.5M | Buy |
105,750
+105,299
| +23,348% | +$53.3M | 1.34% | 20 |
|
|
2024
Q3 | $264K | Hold |
451
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $230K | Buy |
451
+38
| +9% | +$19.4K | 0.01% | 114 |
|
|
2024
Q1 | $204K | Sell |
413
-3
| -0.7% | -$1.48K | 0.01% | 118 |
|
|
2023
Q4 | $219K | Buy |
416
+380
| +1,056% | +$200K | 0.01% | 117 |
|
|
2023
Q3 | $18.2K | Buy |
36
+9
| +33% | +$4.54K | ﹤0.01% | 219 |
|
|
2023
Q2 | $13K | Hold |
27
| – | – | ﹤0.01% | 232 |
|
|
2023
Q1 | $12.8K | Sell |
27
-95
| -78% | -$44.9K | ﹤0.01% | 228 |
|
|
2022
Q4 | $64.7K | Sell |
122
-1,037
| -89% | -$550K | ﹤0.01% | 158 |
|
|
2022
Q3 | $585K | Sell |
1,159
-1
| -0.1% | -$505 | 0.02% | 94 |
|
|
2022
Q2 | $596K | Sell |
1,160
-68
| -6% | -$34.9K | 0.02% | 94 |
|
|
2022
Q1 | $626K | Sell |
1,228
-30
| -2% | -$15.3K | 0.02% | 98 |
|
|
2021
Q4 | $632K | Hold |
1,258
| – | – | 0.02% | 105 |
|
|
2021
Q3 | $492K | Sell |
1,258
-21
| -2% | -$8.21K | 0.01% | 105 |
|
|
2021
Q2 | $512K | Sell |
1,279
-9
| -0.7% | -$3.6K | 0.02% | 102 |
|
|
2021
Q1 | $479K | Sell |
1,288
-60
| -4% | -$22.3K | 0.02% | 102 |
|
|
2020
Q4 | $473K | Sell |
1,348
-156
| -10% | -$54.7K | 0.02% | 96 |
|
|
2020
Q3 | $469K | Buy |
1,504
+1,399
| +1,332% | +$436K | 0.02% | 92 |
|
|
2020
Q2 | $31K | Hold |
105
| – | – | ﹤0.01% | 176 |
|
|
2020
Q1 | $26K | Buy |
105
+89
| +556% | +$22K | ﹤0.01% | 174 |
|
|
2019
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 237 |
|
|
2019
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 231 |
|
|
2019
Q1 | $4K | Sell |
16
-52
| -76% | -$13K | ﹤0.01% | 240 |
|
|
2018
Q4 | $17K | Buy |
68
+20
| +42% | +$5K | ﹤0.01% | 204 |
|
|
2018
Q3 | $13K | Hold |
48
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $12K | Buy |
48
+20
| +71% | +$5K | ﹤0.01% | 204 |
|
|
2018
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 243 |
|
|
2017
Q4 | $6K | Sell |
28
-41
| -59% | -$8.79K | ﹤0.01% | 219 |
|
|
2017
Q3 | $14K | Buy |
69
+41
| +146% | +$8.32K | ﹤0.01% | 179 |
|
|
2017
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 210 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$32K | – | 218 |
|
|
2016
Q4 | $32K | Hold |
200
| – | – | ﹤0.01% | 147 |
|
|
2016
Q3 | $28K | Hold |
200
| – | – | ﹤0.01% | 154 |
|
|
2016
Q2 | $28K | Buy |
+200
| New | +$28K | ﹤0.01% | 151 |
|
|
2016
Q1 | – | Sell |
-108
| Closed | -$13K | – | 218 |
|
|
2015
Q4 | $13K | Sell |
108
-36
| -25% | -$4.33K | ﹤0.01% | 177 |
|
|
2015
Q3 | $17K | Buy |
144
+92
| +177% | +$10.9K | ﹤0.01% | 170 |
|
|
2015
Q2 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 216 |
|