FineMark National Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
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|
2025
Q1 | $26.9M | Sell |
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|
2024
Q4 | $26.1M | Sell |
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|
2024
Q3 | $30.2M | Buy |
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|
2024
Q2 | $25.4M | Buy |
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|
2024
Q1 | $17.5M | Buy |
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|
2023
Q4 | $18.5M | Buy |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $17.4M | Sell |
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|
2023
Q1 | $17.5M | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $19.5M | Sell |
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|
2022
Q2 | $21.5M | Buy |
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|
2022
Q1 | $21M | Buy |
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|
2021
Q4 | $20.6M | Sell |
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|
2021
Q3 | $16.1M | Sell |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | $15.3M | Buy |
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|
2020
Q4 | $14.3M | Sell |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $12.6M | Buy |
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|
2020
Q1 | $10.4M | Sell |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $8.96M | Buy |
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|
2019
Q2 | $10M | Buy |
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|
2019
Q1 | $9.81M | Buy |
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|
2018
Q4 | $9.53M | Buy |
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|
2018
Q3 | $9.24M | Sell |
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|
2018
Q2 | $8.91M | Sell |
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|
2018
Q1 | $8.38M | Buy |
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|
2017
Q4 | $8.04M | Buy |
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|
2017
Q3 | $7.05M | Buy |
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|
2017
Q2 | $6.3M | Buy |
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|
2017
Q1 | $4.99M | Buy |
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|
2016
Q4 | $4.48M | Buy |
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|
2016
Q3 | $3.87M | Buy |
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|
2016
Q2 | $3.8M | Buy |
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|
2016
Q1 | $2.96M | Buy |
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|
2015
Q4 | $2.57M | Buy |
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|
2015
Q3 | $2.11M | Buy |
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|
2015
Q2 | $756K | Sell |
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|
2015
Q1 | $838K | Sell |
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|
2014
Q4 | $881K | Sell |
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|
2014
Q3 | $793K | Buy |
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|
2014
Q2 | $752K | Buy |
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|
2014
Q1 | $711K | Buy |
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|
2013
Q4 | $645K | Buy |
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|
2013
Q3 | $421K | Sell |
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|
2013
Q2 | $450K | Buy |
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