FNBT
FineMark National Bank & Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
51,155
-148
| -0.3% | -$46.2K | 0.54% | 48 |
|
|
2025
Q1 | $26.9M | Sell |
51,303
-306
| -0.6% | -$160K | 0.98% | 20 |
|
|
2024
Q4 | $26.1M | Sell |
51,609
-98
| -0.2% | -$49.6K | 0.91% | 20 |
|
|
2024
Q3 | $30.2M | Buy |
51,707
+1,846
| +4% | +$1.08M | 1.05% | 17 |
|
|
2024
Q2 | $25.4M | Buy |
49,861
+14,386
| +41% | +$7.33M | 0.94% | 20 |
|
|
2024
Q1 | $17.5M | Buy |
35,475
+410
| +1% | +$203K | 0.65% | 35 |
|
|
2023
Q4 | $18.5M | Buy |
35,065
+21
| +0.1% | +$11.1K | 0.76% | 27 |
|
|
2023
Q3 | $17.7M | Sell |
35,044
-1,100
| -3% | -$555K | 0.77% | 27 |
|
|
2023
Q2 | $17.4M | Sell |
36,144
-794
| -2% | -$382K | 0.71% | 31 |
|
|
2023
Q1 | $17.5M | Sell |
36,938
-1,724
| -4% | -$815K | 0.75% | 27 |
|
|
2022
Q4 | $20.5M | Buy |
38,662
+27
| +0.1% | +$14.3K | 0.92% | 19 |
|
|
2022
Q3 | $19.5M | Sell |
38,635
-3,216
| -8% | -$1.62M | 0.94% | 15 |
|
|
2022
Q2 | $21.5M | Buy |
41,851
+621
| +2% | +$319K | 0.95% | 13 |
|
|
2022
Q1 | $21M | Buy |
41,230
+132
| +0.3% | +$67.3K | 0.83% | 21 |
|
|
2021
Q4 | $20.6M | Sell |
41,098
-65
| -0.2% | -$32.6K | 0.78% | 27 |
|
|
2021
Q3 | $16.1M | Sell |
41,163
-166
| -0.4% | -$64.9K | 0.68% | 32 |
|
|
2021
Q2 | $16.6M | Buy |
41,329
+303
| +0.7% | +$121K | 0.67% | 33 |
|
|
2021
Q1 | $15.3M | Buy |
41,026
+196
| +0.5% | +$72.9K | 0.65% | 34 |
|
|
2020
Q4 | $14.3M | Sell |
40,830
-1,931
| -5% | -$677K | 0.64% | 35 |
|
|
2020
Q3 | $13.3M | Buy |
42,761
+29
| +0.1% | +$9.04K | 0.65% | 33 |
|
|
2020
Q2 | $12.6M | Buy |
42,732
+916
| +2% | +$270K | 0.7% | 32 |
|
|
2020
Q1 | $10.4M | Sell |
41,816
-40
| -0.1% | -$9.98K | 0.65% | 34 |
|
|
2019
Q4 | $12.3M | Buy |
41,856
+621
| +2% | +$183K | 0.62% | 40 |
|
|
2019
Q3 | $8.96M | Buy |
41,235
+131
| +0.3% | +$28.5K | 0.48% | 54 |
|
|
2019
Q2 | $10M | Buy |
41,104
+1,435
| +4% | +$350K | 0.56% | 46 |
|
|
2019
Q1 | $9.81M | Buy |
39,669
+1,410
| +4% | +$349K | 0.57% | 42 |
|
|
2018
Q4 | $9.53M | Buy |
38,259
+3,517
| +10% | +$876K | 0.65% | 37 |
|
|
2018
Q3 | $9.24M | Sell |
34,742
-1,577
| -4% | -$420K | 0.56% | 42 |
|
|
2018
Q2 | $8.91M | Sell |
36,319
-2,844
| -7% | -$698K | 0.54% | 41 |
|
|
2018
Q1 | $8.38M | Buy |
39,163
+2,699
| +7% | +$578K | 0.53% | 42 |
|
|
2017
Q4 | $8.04M | Buy |
36,464
+466
| +1% | +$103K | 0.51% | 43 |
|
|
2017
Q3 | $7.05M | Buy |
35,998
+1,995
| +6% | +$391K | 0.47% | 47 |
|
|
2017
Q2 | $6.31M | Buy |
34,003
+3,561
| +12% | +$660K | 0.45% | 52 |
|
|
2017
Q1 | $4.99M | Buy |
30,442
+2,438
| +9% | +$400K | 0.37% | 72 |
|
|
2016
Q4 | $4.48M | Buy |
28,004
+386
| +1% | +$61.8K | 0.36% | 68 |
|
|
2016
Q3 | $3.87M | Buy |
27,618
+708
| +3% | +$99.1K | 0.41% | 69 |
|
|
2016
Q2 | $3.8M | Buy |
26,910
+3,906
| +17% | +$552K | 0.42% | 70 |
|
|
2016
Q1 | $2.97M | Buy |
23,004
+1,171
| +5% | +$151K | 0.35% | 79 |
|
|
2015
Q4 | $2.57M | Buy |
21,833
+3,604
| +20% | +$424K | 0.31% | 84 |
|
|
2015
Q3 | $2.11M | Buy |
18,229
+12,027
| +194% | +$1.39M | 0.29% | 88 |
|
|
2015
Q2 | $756K | Sell |
6,202
-885
| -12% | -$108K | 0.1% | 176 |
|
|
2015
Q1 | $838K | Sell |
7,087
-1,626
| -19% | -$192K | 0.11% | 163 |
|
|
2014
Q4 | $881K | Sell |
8,713
-481
| -5% | -$48.6K | 0.13% | 154 |
|
|
2014
Q3 | $793K | Buy |
9,194
+3
| +0% | +$259 | 0.13% | 154 |
|
|
2014
Q2 | $752K | Buy |
9,191
+528
| +6% | +$43.2K | 0.13% | 157 |
|
|
2014
Q1 | $711K | Buy |
8,663
+85
| +1% | +$6.98K | 0.13% | 154 |
|
|
2013
Q4 | $645K | Buy |
8,578
+2,706
| +46% | +$203K | 0.13% | 156 |
|
|
2013
Q3 | $421K | Sell |
5,872
-1,003
| -15% | -$71.9K | 0.1% | 181 |
|
|
2013
Q2 | $450K | Buy |
+6,875
| New | +$450K | 0.14% | 136 |
|