First Bank & 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 | $422K | Sell |
1,353
-106
| -7% | -$33.1K | 0.08% | 153 |
|
|
2025
Q1 | $764K | Buy |
1,459
+76
| +5% | +$39.8K | 0.15% | 103 |
|
|
2024
Q4 | $700K | Buy |
1,383
+120
| +10% | +$60.7K | 0.13% | 109 |
|
|
2024
Q3 | $738K | Buy |
1,263
+106
| +9% | +$62K | 0.14% | 104 |
|
|
2024
Q2 | $589K | Sell |
1,157
-51
| -4% | -$26K | 0.12% | 113 |
|
|
2024
Q1 | $598K | Buy |
1,208
+128
| +12% | +$63.3K | 0.12% | 116 |
|
|
2023
Q4 | $569K | Buy |
1,080
+153
| +17% | +$80.6K | 0.14% | 103 |
|
|
2023
Q3 | $467K | Hold |
927
| – | – | 0.12% | 113 |
|
|
2023
Q2 | $446K | Sell |
927
-146
| -14% | -$70.2K | 0.11% | 114 |
|
|
2023
Q1 | $507K | Sell |
1,073
-42
| -4% | -$19.8K | 0.13% | 106 |
|
|
2022
Q4 | $591K | Buy |
1,115
+21
| +2% | +$11.1K | 0.16% | 99 |
|
|
2022
Q3 | $553K | Buy |
1,094
+110
| +11% | +$55.6K | 0.2% | 96 |
|
|
2022
Q2 | $505K | Buy |
984
+107
| +12% | +$54.9K | 0.16% | 97 |
|
|
2022
Q1 | $447K | Buy |
877
+32
| +4% | +$16.3K | 0.14% | 107 |
|
|
2021
Q4 | $424K | Buy |
845
+34
| +4% | +$17.1K | 0.18% | 114 |
|
|
2021
Q3 | $317K | Buy |
811
+33
| +4% | +$12.9K | 0.14% | 126 |
|
|
2021
Q2 | $312K | Buy |
778
+41
| +6% | +$16.4K | 0.15% | 122 |
|
|
2021
Q1 | $274K | Buy |
737
+85
| +13% | +$31.6K | 0.14% | 133 |
|
|
2020
Q4 | $229K | Sell |
652
-29
| -4% | -$10.2K | 0.15% | 131 |
|
|
2020
Q3 | $212K | Buy |
681
+51
| +8% | +$15.9K | 0.14% | 128 |
|
|
2020
Q2 | $186K | Sell |
630
-21
| -3% | -$6.2K | 0.14% | 129 |
|
|
2020
Q1 | $162K | Buy |
651
+47
| +8% | +$11.7K | 0.15% | 124 |
|
|
2019
Q4 | $178K | Buy |
604
+36
| +6% | +$10.6K | 0.13% | 149 |
|
|
2019
Q3 | $123K | Sell |
568
-4
| -0.7% | -$866 | 0.09% | 167 |
|
|
2019
Q2 | $140K | Buy |
572
+70
| +14% | +$17.1K | 0.11% | 154 |
|
|
2019
Q1 | $124K | Buy |
502
+12
| +2% | +$2.96K | 0.1% | 166 |
|
|
2018
Q4 | $122K | Buy |
490
+93
| +23% | +$23.2K | 0.1% | 163 |
|
|
2018
Q3 | $107K | Buy |
397
+19
| +5% | +$5.12K | 0.08% | 183 |
|
|
2018
Q2 | $93K | Buy |
378
+134
| +55% | +$33K | 0.07% | 183 |
|
|
2018
Q1 | $52K | Buy |
244
+164
| +205% | +$35K | 0.04% | 197 |
|
|
2017
Q4 | $18K | Buy |
+80
| New | +$18K | 0.01% | 221 |
|