Essex Savings Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
2,075
-366
| -15% | -$114K | 0.15% | 128 |
|
|
2025
Q1 | $1.28M | Sell |
2,441
-121
| -5% | -$63.4K | 0.31% | 72 |
|
|
2024
Q4 | $1.3M | Sell |
2,562
-16
| -0.6% | -$8.09K | 0.32% | 72 |
|
|
2024
Q3 | $1.51M | Sell |
2,578
-8
| -0.3% | -$4.68K | 0.38% | 61 |
|
|
2024
Q2 | $1.32M | Buy |
2,586
+46
| +2% | +$23.4K | 0.35% | 67 |
|
|
2024
Q1 | $1.34M | Hold |
2,540
| – | – | 0.39% | 60 |
|
|
2023
Q4 | $1.34M | Buy |
2,540
+285
| +13% | +$150K | 0.39% | 60 |
|
|
2023
Q3 | $1.14M | Sell |
2,255
-47
| -2% | -$23.7K | 0.38% | 60 |
|
|
2023
Q2 | $1.11M | Sell |
2,302
-46
| -2% | -$22.1K | 0.37% | 61 |
|
|
2023
Q1 | $1.11M | Sell |
2,348
-26
| -1% | -$12.3K | 0.39% | 59 |
|
|
2022
Q4 | $1.26M | Sell |
2,374
-29
| -1% | -$15.4K | 0.44% | 55 |
|
|
2022
Q3 | $1.21M | Sell |
2,403
-42
| -2% | -$21.2K | 0.48% | 47 |
|
|
2022
Q2 | $1.26M | Sell |
2,445
-24
| -1% | -$12.3K | 0.48% | 49 |
|
|
2022
Q1 | $1.26M | Buy |
2,469
+47
| +2% | +$24K | 0.42% | 58 |
|
|
2021
Q4 | $1.22M | Sell |
2,422
-10
| -0.4% | -$5.02K | 0.41% | 61 |
|
|
2021
Q3 | $1.01M | Sell |
2,432
-5
| -0.2% | -$2.08K | 0.37% | 76 |
|
|
2021
Q2 | $1M | Buy |
2,437
+95
| +4% | +$39.1K | 0.39% | 69 |
|
|
2021
Q1 | $778K | Buy |
2,342
+167
| +8% | +$55.5K | 0.34% | 77 |
|
|
2020
Q4 | $763K | Sell |
2,175
-56
| -3% | -$19.6K | 0.34% | 77 |
|
|
2020
Q3 | $696K | Buy |
2,231
+12
| +0.5% | +$3.74K | 0.34% | 82 |
|
|
2020
Q2 | $655K | Buy |
2,219
+89
| +4% | +$26.3K | 0.39% | 70 |
|
|
2020
Q1 | $531K | Sell |
2,130
-383
| -15% | -$95.5K | 0.38% | 74 |
|
|
2019
Q4 | $738K | Sell |
2,513
-8
| -0.3% | -$2.35K | 0.38% | 70 |
|
|
2019
Q3 | $548K | Sell |
2,521
-1,130
| -31% | -$246K | 0.29% | 84 |
|
|
2019
Q2 | $816K | Buy |
3,651
+2,099
| +135% | +$469K | 0.29% | 77 |
|
|
2019
Q1 | $384K | Hold |
1,552
| – | – | 0.22% | 94 |
|
|
2018
Q4 | $387K | Buy |
+1,552
| New | +$387K | 0.24% | 84 |
|