Diversified Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.5M | Sell |
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|
2025
Q2 | $14.4M | Sell |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $25.2M | Buy |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $21.6M | Sell |
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|
2024
Q1 | $22.2M | Buy |
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|
2023
Q4 | $23M | Buy |
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|
2023
Q3 | $21.9M | Sell |
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|
2023
Q2 | $21.3M | Sell |
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|
2023
Q1 | $21.1M | Buy |
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|
2022
Q4 | $21.4M | Buy |
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|
2022
Q3 | $19.6M | Sell |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $12.5M | Sell |
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|
2021
Q2 | $13.8M | Sell |
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|
2021
Q1 | $13M | Sell |
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|
2020
Q4 | $12.6M | Sell |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $9.48M | Buy |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $7.75M | Buy |
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|
2019
Q2 | $8.7M | Sell |
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|
2019
Q1 | $9.15M | Sell |
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|
2018
Q4 | $9.24M | Sell |
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|
2018
Q3 | $10.2M | Sell |
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|
2018
Q2 | $9.65M | Sell |
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|
2018
Q1 | $8.54M | Sell |
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|
2017
Q4 | $9.07M | Buy |
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|
2017
Q3 | $658K | Sell |
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|
2017
Q2 | $796K | Buy |
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|
2017
Q1 | $547K | Sell |
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|
2016
Q4 | $619K | Buy |
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|
2016
Q3 | $497K | Buy |
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|
2016
Q2 | $498K | Buy |
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|
2016
Q1 | $450K | Hold |
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|
2015
Q4 | $411K | Sell |
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|
2015
Q3 | $444K | Hold |
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|
2015
Q2 | $467K | Hold |
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|
2015
Q1 | $453K | Hold |
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|
2014
Q4 | $387K | Buy |
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|
2014
Q2 | $353K | Buy |
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|
2013
Q4 | $5.46M | Hold |
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|
2013
Q3 | $5.19M | Hold |
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|
2013
Q2 | $4.75M | Buy |
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