ET
Equitable Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
46,819
+32,969
| +238% | +$10.3M | 0.73% | 36 |
|
|
2025
Q1 | $7.25M | Buy |
13,850
+2,260
| +19% | +$1.18M | 0.4% | 48 |
|
|
2024
Q4 | $5.86M | Buy |
11,590
+699
| +6% | +$354K | 0.33% | 59 |
|
|
2024
Q3 | $6.37M | Buy |
10,891
+706
| +7% | +$413K | 0.41% | 49 |
|
|
2024
Q2 | $5.19M | Buy |
10,185
+1,587
| +18% | +$808K | 0.36% | 63 |
|
|
2024
Q1 | $4.25M | Buy |
8,598
+558
| +7% | +$276K | 0.3% | 72 |
|
|
2023
Q4 | $4.23M | Sell |
8,040
-218
| -3% | -$115K | 0.32% | 65 |
|
|
2023
Q3 | $4.16M | Sell |
8,258
-35
| -0.4% | -$17.6K | 0.34% | 61 |
|
|
2023
Q2 | $3.99M | Sell |
8,293
-648
| -7% | -$311K | 0.3% | 62 |
|
|
2023
Q1 | $4.23M | Sell |
8,941
-4,169
| -32% | -$1.97M | 0.33% | 56 |
|
|
2022
Q4 | $6.95M | Sell |
13,110
-2,736
| -17% | -$1.45M | 0.55% | 38 |
|
|
2022
Q3 | $8M | Sell |
15,846
-738
| -4% | -$373K | 0.67% | 35 |
|
|
2022
Q2 | $8.52M | Sell |
16,584
-1,535
| -8% | -$788K | 0.63% | 36 |
|
|
2022
Q1 | $9.24M | Sell |
18,119
-120
| -0.7% | -$61.2K | 0.59% | 42 |
|
|
2021
Q4 | $9.16M | Sell |
18,239
-613
| -3% | -$308K | 0.57% | 45 |
|
|
2021
Q3 | $7.37M | Buy |
18,852
+2,859
| +18% | +$1.12M | 0.47% | 54 |
|
|
2021
Q2 | $6.4M | Buy |
15,993
+154
| +1% | +$61.7K | 0.41% | 61 |
|
|
2021
Q1 | $5.89M | Sell |
15,839
-1,212
| -7% | -$451K | 0.44% | 65 |
|
|
2020
Q4 | $5.98M | Buy |
17,051
+149
| +0.9% | +$52.3K | 0.44% | 63 |
|
|
2020
Q3 | $5.27M | Buy |
16,902
+14,691
| +664% | +$4.58M | 0.45% | 62 |
|
|
2020
Q2 | $652K | Sell |
2,211
-3,295
| -60% | -$972K | 0.06% | 193 |
|
|
2020
Q1 | $1.37M | Buy |
5,506
+3,961
| +256% | +$988K | 0.15% | 123 |
|
|
2019
Q4 | $455K | Hold |
1,545
| – | – | 0.04% | 210 |
|
|
2019
Q3 | $336K | Sell |
1,545
-20
| -1% | -$4.35K | 0.04% | 227 |
|
|
2019
Q2 | $382K | Sell |
1,565
-219
| -12% | -$53.5K | 0.04% | 213 |
|
|
2019
Q1 | $441K | Buy |
1,784
+305
| +21% | +$75.4K | 0.05% | 207 |
|
|
2018
Q4 | $368K | Buy |
1,479
+333
| +29% | +$82.9K | 0.05% | 203 |
|
|
2018
Q3 | $305K | Sell |
1,146
-1,616
| -59% | -$430K | 0.04% | 245 |
|
|
2018
Q2 | $678K | Buy |
+2,762
| New | +$678K | 0.09% | 168 |
|