Exchange Bank’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
$251K Sell
2025
Q2
$238K Hold
2025
Q1
$400K Sell
2024
Q4
$423K Buy
2024
Q3
$482K Hold
2024
Q2
$420K Buy
2024
Q1
$357K Sell
2023
Q4
$386K Sell
2023
Q3
$460K Buy
2023
Q2
$377K Buy