EFSCE
Enterprise Financial Services Corp (EFSC)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
1,447
-854
| -37% | -$266K | 0.24% | 82 |
|
|
2025
Q1 | $1.21M | Sell |
2,301
-262
| -10% | -$137K | 0.71% | 33 |
|
|
2024
Q4 | $1.3M | Sell |
2,563
-13
| -0.5% | -$6.58K | 0.72% | 33 |
|
|
2024
Q3 | $1.51M | Sell |
2,576
-82
| -3% | -$47.9K | 0.88% | 25 |
|
|
2024
Q2 | $1.35M | Buy |
2,658
+36
| +1% | +$18.3K | 0.83% | 24 |
|
|
2024
Q1 | $1.3M | Sell |
2,622
-335
| -11% | -$166K | 0.78% | 27 |
|
|
2023
Q4 | $1.56M | Buy |
2,957
+17
| +0.6% | +$8.95K | 0.95% | 18 |
|
|
2023
Q3 | $1.48M | Buy |
2,940
+21
| +0.7% | +$10.6K | 1.02% | 18 |
|
|
2023
Q2 | $1.4M | Sell |
2,919
-36
| -1% | -$17.3K | 0.89% | 23 |
|
|
2023
Q1 | $1.4M | Sell |
2,955
-126
| -4% | -$59.5K | 0.91% | 23 |
|
|
2022
Q4 | $1.63M | Sell |
3,081
-12
| -0.4% | -$6.36K | 1.13% | 21 |
|
|
2022
Q3 | $1.56M | Sell |
3,093
-81
| -3% | -$40.9K | 1.17% | 20 |
|
|
2022
Q2 | $1.63M | Sell |
3,174
-264
| -8% | -$136K | 0.32% | 68 |
|
|
2022
Q1 | $1.75M | Buy |
3,438
+336
| +11% | +$171K | 0.29% | 72 |
|
|
2021
Q4 | $1.56M | Buy |
3,102
+14
| +0.5% | +$7.03K | 0.24% | 78 |
|
|
2021
Q3 | $1.21M | Buy |
3,088
+1,346
| +77% | +$526K | 0.16% | 120 |
|
|
2021
Q2 | $698K | Sell |
1,742
-40
| -2% | -$16K | 0.11% | 124 |
|
|
2021
Q1 | $663K | Buy |
1,782
+48
| +3% | +$17.9K | 0.12% | 110 |
|
|
2020
Q4 | $608K | Buy |
1,734
+3
| +0.2% | +$1.05K | 0.12% | 111 |
|
|
2020
Q3 | $539K | Sell |
1,731
-23
| -1% | -$7.16K | 0.11% | 113 |
|
|
2020
Q2 | $517K | Buy |
1,754
+82
| +5% | +$24.2K | 0.11% | 118 |
|
|
2020
Q1 | $416K | Sell |
1,672
-218
| -12% | -$54.2K | 0.1% | 124 |
|
|
2019
Q4 | $555K | Buy |
1,890
+59
| +3% | +$17.3K | 0.12% | 126 |
|
|
2019
Q3 | $398K | Sell |
1,831
-254
| -12% | -$55.2K | 0.09% | 141 |
|
|
2019
Q2 | $509K | Sell |
2,085
-2
| -0.1% | -$488 | 0.11% | 124 |
|
|
2019
Q1 | $516K | Buy |
2,087
+412
| +25% | +$102K | 0.11% | 127 |
|
|
2018
Q4 | $417K | Sell |
1,675
-88
| -5% | -$21.9K | 0.26% | 76 |
|
|
2018
Q3 | $469K | Buy |
1,763
+49
| +3% | +$13K | 0.25% | 83 |
|
|
2018
Q2 | $421K | Hold |
1,714
| – | – | 0.21% | 90 |
|
|
2018
Q1 | $367K | Buy |
1,714
+76
| +5% | +$16.3K | 0.19% | 100 |
|
|
2017
Q4 | $361K | Sell |
1,638
-140
| -8% | -$30.9K | 0.18% | 105 |
|
|
2017
Q3 | $348K | Buy |
1,778
+28
| +2% | +$5.48K | 0.17% | 106 |
|
|
2017
Q2 | $324K | Sell |
1,750
-266
| -13% | -$49.2K | 0.16% | 109 |
|
|
2017
Q1 | $331K | Hold |
2,016
| – | – | 0.16% | 103 |
|
|
2016
Q4 | $323K | Buy |
2,016
+169
| +9% | +$27.1K | 0.16% | 99 |
|
|
2016
Q3 | $259K | Buy |
1,847
+54
| +3% | +$7.57K | 0.15% | 111 |
|
|
2016
Q2 | $253K | Hold |
1,793
| – | – | 0.15% | 106 |
|
|
2016
Q1 | $231K | Sell |
1,793
-80
| -4% | -$10.3K | 0.14% | 109 |
|
|
2015
Q4 | $220K | Buy |
1,873
+325
| +21% | +$38.2K | 0.13% | 115 |
|
|
2015
Q3 | $180K | Sell |
1,548
-303
| -16% | -$35.2K | 0.12% | 121 |
|
|
2015
Q2 | $226K | Sell |
1,851
-115
| -6% | -$14K | 0.13% | 120 |
|
|
2015
Q1 | $232K | Buy |
1,966
+97
| +5% | +$11.4K | 0.14% | 121 |
|
|
2014
Q4 | $189K | Sell |
1,869
-170
| -8% | -$17.2K | 0.11% | 131 |
|
|
2014
Q3 | $176K | Sell |
2,039
-126
| -6% | -$10.9K | 0.11% | 131 |
|
|
2014
Q2 | $177K | Sell |
2,165
-150
| -6% | -$12.3K | 0.11% | 133 |
|
|
2014
Q1 | $190K | Buy |
2,315
+420
| +22% | +$34.5K | 0.12% | 125 |
|
|
2013
Q4 | $143K | Sell |
1,895
-277
| -13% | -$20.9K | 0.08% | 139 |
|
|
2013
Q3 | $156K | Buy |
2,172
+484
| +29% | +$34.8K | 0.1% | 131 |
|
|
2013
Q2 | $111K | Buy |
+1,688
| New | +$111K | 0.08% | 147 |
|