Davidson Trust Company’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-403
Closed -$211K 165
2025
Q1
$211K Hold
403
0.1% 159
2024
Q4
$204K Hold
403
0.1% 156
2024
Q3
$236K Hold
403
0.12% 146
2024
Q2
$205K Buy
+403
New +$205K 0.14% 138