Exchange 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 | $238K | Hold |
764
| – | – | 0.19% | 104 |
|
|
2025
Q1 | $400K | Sell |
764
-73
| -9% | -$38.2K | 0.32% | 82 |
|
|
2024
Q4 | $423K | Buy |
837
+12
| +1% | +$6.07K | 0.34% | 81 |
|
|
2024
Q3 | $482K | Hold |
825
| – | – | 0.39% | 71 |
|
|
2024
Q2 | $420K | Buy |
825
+103
| +14% | +$52.5K | 0.36% | 73 |
|
|
2024
Q1 | $357K | Sell |
722
-12
| -2% | -$5.94K | 0.29% | 79 |
|
|
2023
Q4 | $386K | Sell |
734
-179
| -20% | -$94.2K | 0.33% | 74 |
|
|
2023
Q3 | $460K | Buy |
913
+128
| +16% | +$64.5K | 0.44% | 62 |
|
|
2023
Q2 | $377K | Buy |
+785
| New | +$377K | 0.36% | 70 |
|