Dorsey & Whitney 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 | $14.5M | Buy |
46,539
+907
| +2% | +$283K | 0.77% | 26 |
|
|
2025
Q1 | $23.9M | Buy |
45,632
+506
| +1% | +$265K | 1.38% | 13 |
|
|
2024
Q4 | $22.8M | Buy |
45,126
+141
| +0.3% | +$71.3K | 1.26% | 14 |
|
|
2024
Q3 | $26.3M | Buy |
44,985
+4,218
| +10% | +$2.47M | 1.4% | 12 |
|
|
2024
Q2 | $20.8M | Buy |
40,767
+3,311
| +9% | +$1.69M | 1.44% | 10 |
|
|
2024
Q1 | $18.5M | Sell |
37,456
-135
| -0.4% | -$66.8K | 1.27% | 13 |
|
|
2023
Q4 | $19.8M | Buy |
37,591
+1,500
| +4% | +$790K | 1.52% | 10 |
|
|
2023
Q3 | $18.2M | Buy |
36,091
+804
| +2% | +$405K | 1.59% | 9 |
|
|
2023
Q2 | $17M | Buy |
35,287
+2,039
| +6% | +$980K | 1.4% | 13 |
|
|
2023
Q1 | $15.7M | Buy |
33,248
+209
| +0.6% | +$98.8K | 1.43% | 10 |
|
|
2022
Q4 | $17.5M | Sell |
33,039
-439
| -1% | -$233K | 1.71% | 7 |
|
|
2022
Q3 | $16.9M | Sell |
33,478
-131
| -0.4% | -$66.2K | 1.77% | 6 |
|
|
2022
Q2 | $17.3M | Sell |
33,609
-438
| -1% | -$225K | 1.75% | 7 |
|
|
2022
Q1 | $17.4M | Buy |
34,047
+109
| +0.3% | +$55.6K | 1.52% | 9 |
|
|
2021
Q4 | $17M | Buy |
33,938
+258
| +0.8% | +$130K | 1.43% | 13 |
|
|
2021
Q3 | $13.2M | Sell |
33,680
-314
| -0.9% | -$123K | 1.22% | 17 |
|
|
2021
Q2 | $13.6M | Sell |
33,994
-15
| -0% | -$6.01K | 1.3% | 17 |
|
|
2021
Q1 | $12.7M | Buy |
34,009
+3,169
| +10% | +$1.18M | 1.26% | 19 |
|
|
2020
Q4 | $10.8M | Buy |
30,840
+2,354
| +8% | +$825K | 1.26% | 20 |
|
|
2020
Q3 | $8.88M | Buy |
28,486
+66
| +0.2% | +$20.6K | 1.18% | 21 |
|
|
2020
Q2 | $8.38M | Buy |
28,420
+569
| +2% | +$168K | 1.17% | 21 |
|
|
2020
Q1 | $6.95M | Buy |
27,851
+739
| +3% | +$184K | 1.17% | 21 |
|
|
2019
Q4 | $7.97M | Buy |
27,112
+2,451
| +10% | +$721K | 1.07% | 22 |
|
|
2019
Q3 | $5.36M | Buy |
24,661
+2,964
| +14% | +$644K | 0.79% | 36 |
|
|
2019
Q2 | $5.29M | Buy |
21,697
+4,692
| +28% | +$1.14M | 0.82% | 36 |
|
|
2019
Q1 | $4.21M | Buy |
17,005
+165
| +1% | +$40.8K | 0.66% | 43 |
|
|
2018
Q4 | $4.2M | Buy |
16,840
+314
| +2% | +$78.2K | 0.74% | 41 |
|
|
2018
Q3 | $4.4M | Sell |
16,526
-10
| -0.1% | -$2.66K | 0.68% | 45 |
|
|
2018
Q2 | $4.06M | Sell |
16,536
-73
| -0.4% | -$17.9K | 0.71% | 42 |
|
|
2018
Q1 | $3.55M | Sell |
16,609
-107
| -0.6% | -$22.9K | 0.65% | 42 |
|
|
2017
Q4 | $3.69M | Sell |
16,716
-242
| -1% | -$53.3K | 0.68% | 44 |
|
|
2017
Q3 | $3.32M | Buy |
16,958
+160
| +1% | +$31.3K | 0.66% | 45 |
|
|
2017
Q2 | $3.12M | Buy |
16,798
+3,357
| +25% | +$623K | 0.62% | 46 |
|
|
2017
Q1 | $2.2M | Buy |
13,441
+1,258
| +10% | +$206K | 0.45% | 59 |
|
|
2016
Q4 | $1.95M | Sell |
12,183
-364
| -3% | -$58.3K | 0.44% | 60 |
|
|
2016
Q3 | $1.76M | Sell |
12,547
-428
| -3% | -$59.9K | 0.4% | 61 |
|
|
2016
Q2 | $1.83M | Buy |
12,975
+132
| +1% | +$18.6K | 0.42% | 58 |
|
|
2016
Q1 | $1.65M | Buy |
12,843
+8,010
| +166% | +$1.03M | 0.41% | 60 |
|
|
2015
Q4 | $568K | Sell |
4,833
-303
| -6% | -$35.6K | 0.15% | 120 |
|
|
2015
Q3 | $596K | Sell |
5,136
-694
| -12% | -$80.5K | 0.17% | 109 |
|
|
2015
Q2 | $711K | Buy |
5,830
+369
| +7% | +$45K | 0.18% | 99 |
|
|
2015
Q1 | $646K | Sell |
5,461
-143
| -3% | -$16.9K | 0.16% | 112 |
|
|
2014
Q4 | $567K | Buy |
5,604
+50
| +0.9% | +$5.06K | 0.15% | 124 |
|
|
2014
Q3 | $479K | Buy |
5,554
+145
| +3% | +$12.5K | 0.13% | 138 |
|
|
2014
Q2 | $442K | Sell |
5,409
-794
| -13% | -$64.9K | 0.1% | 146 |
|
|
2014
Q1 | $508K | Sell |
6,203
-2,583
| -29% | -$212K | 0.12% | 123 |
|
|
2013
Q4 | $663K | Buy |
8,786
+2,878
| +49% | +$217K | 0.18% | 103 |
|
|
2013
Q3 | $423K | Buy |
5,908
+2,813
| +91% | +$201K | 0.13% | 141 |
|
|
2013
Q2 | $203K | Buy |
+3,095
| New | +$203K | 0.07% | 222 |
|