First American Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
1,811
-3
| -0.2% | -$936 | 0.05% | 163 |
|
|
2025
Q1 | $950K | Sell |
1,814
-86
| -5% | -$45K | 0.09% | 128 |
|
|
2024
Q4 | $961K | Sell |
1,900
-505
| -21% | -$255K | 0.1% | 121 |
|
|
2024
Q3 | $1.41M | Buy |
2,405
+516
| +27% | +$302K | 0.14% | 112 |
|
|
2024
Q2 | $962K | Buy |
1,889
+239
| +14% | +$122K | 0.1% | 119 |
|
|
2024
Q1 | $816K | Sell |
1,650
-249
| -13% | -$123K | 0.09% | 125 |
|
|
2023
Q4 | $1,000K | Buy |
1,899
+906
| +91% | +$477K | 0.12% | 98 |
|
|
2023
Q3 | $501K | Buy |
993
+116
| +13% | +$58.5K | 0.07% | 108 |
|
|
2023
Q2 | $421K | Sell |
877
-223
| -20% | -$107K | 0.06% | 112 |
|
|
2023
Q1 | $520K | Buy |
1,100
+30
| +3% | +$14.2K | 0.08% | 109 |
|
|
2022
Q4 | $567K | Buy |
1,070
+137
| +15% | +$72.6K | 0.09% | 109 |
|
|
2022
Q3 | $471K | Sell |
933
-132
| -12% | -$66.6K | 0.08% | 105 |
|
|
2022
Q2 | $547K | Sell |
1,065
-192
| -15% | -$98.6K | 0.09% | 104 |
|
|
2022
Q1 | $641K | Buy |
1,257
+217
| +21% | +$111K | 0.09% | 104 |
|
|
2021
Q4 | $522K | Buy |
1,040
+5
| +0.5% | +$2.51K | 0.07% | 111 |
|
|
2021
Q3 | $404K | Buy |
1,035
+54
| +6% | +$21.1K | 0.06% | 114 |
|
|
2021
Q2 | $393K | Sell |
981
-1
| -0.1% | -$401 | 0.06% | 113 |
|
|
2021
Q1 | $365K | Sell |
982
-217
| -18% | -$80.7K | 0.06% | 122 |
|
|
2020
Q4 | $421K | Sell |
1,199
-439
| -27% | -$154K | 0.07% | 103 |
|
|
2020
Q3 | $511K | Buy |
1,638
+18
| +1% | +$5.62K | 0.09% | 91 |
|
|
2020
Q2 | $478K | Buy |
1,620
+48
| +3% | +$14.2K | 0.09% | 92 |
|
|
2020
Q1 | $392K | Sell |
1,572
-36
| -2% | -$8.98K | 0.1% | 85 |
|
|
2019
Q4 | $472K | Sell |
1,608
-23
| -1% | -$6.75K | 0.09% | 90 |
|
|
2019
Q3 | $354K | Sell |
1,631
-76
| -4% | -$16.5K | 0.07% | 98 |
|
|
2019
Q2 | $416K | Sell |
1,707
-947
| -36% | -$231K | 0.09% | 89 |
|
|
2019
Q1 | $656K | Sell |
2,654
-15,059
| -85% | -$3.72M | 0.14% | 77 |
|
|
2018
Q4 | $4.41M | Sell |
17,713
-650
| -4% | -$162K | 1.11% | 31 |
|
|
2018
Q3 | $4.89M | Sell |
18,363
-3,831
| -17% | -$1.02M | 1.09% | 32 |
|
|
2018
Q2 | $5.45M | Sell |
22,194
-3,815
| -15% | -$936K | 1.28% | 24 |
|
|
2018
Q1 | $5.57M | Buy |
26,009
+194
| +0.8% | +$41.5K | 1.35% | 21 |
|
|
2017
Q4 | $5.69M | Buy |
25,815
+493
| +2% | +$109K | 1.4% | 23 |
|
|
2017
Q3 | $4.96M | Buy |
25,322
+780
| +3% | +$153K | 1.3% | 23 |
|
|
2017
Q2 | $4.55M | Buy |
24,542
+8,359
| +52% | +$1.55M | 1.27% | 26 |
|
|
2017
Q1 | $2.65M | Sell |
16,183
-423
| -3% | -$69.4K | 0.81% | 51 |
|
|
2016
Q4 | $2.66M | Sell |
16,606
-1,141
| -6% | -$183K | 0.82% | 53 |
|
|
2016
Q3 | $2.49M | Sell |
17,747
-8,163
| -32% | -$1.14M | 0.78% | 58 |
|
|
2016
Q2 | $3.66M | Sell |
25,910
-1,550
| -6% | -$219K | 1.29% | 34 |
|
|
2016
Q1 | $3.54M | Sell |
27,460
-7,427
| -21% | -$957K | 1.24% | 36 |
|
|
2015
Q4 | $4.1M | Sell |
34,887
-11,747
| -25% | -$1.38M | 1.51% | 27 |
|
|
2015
Q3 | $5.41M | Buy |
46,634
+132
| +0.3% | +$15.3K | 2.09% | 13 |
|
|
2015
Q2 | $5.67M | Sell |
46,502
-1,775
| -4% | -$217K | 2.1% | 12 |
|
|
2015
Q1 | $5.71M | Buy |
48,277
+363
| +0.8% | +$42.9K | 2.04% | 11 |
|
|
2014
Q4 | $4.84M | Buy |
47,914
+21,390
| +81% | +$2.16M | 1.79% | 17 |
|
|
2014
Q3 | $2.29M | Sell |
26,524
-289
| -1% | -$24.9K | 0.85% | 53 |
|
|
2014
Q2 | $2.19M | Buy |
26,813
+1,239
| +5% | +$101K | 0.83% | 54 |
|
|
2014
Q1 | $2.1M | Sell |
25,574
-1,006
| -4% | -$82.5K | 0.78% | 59 |
|
|
2013
Q4 | $2M | Sell |
26,580
-14,895
| -36% | -$1.12M | 0.68% | 65 |
|
|
2013
Q3 | $2.97M | Sell |
41,475
-803
| -2% | -$57.5K | 1.07% | 40 |
|
|
2013
Q2 | $2.77M | Buy |
+42,278
| New | +$2.77M | 1.04% | 40 |
|