First Bankers 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 | $3.73M | Buy |
11,970
+4,099
| +52% | +$1.28M | 1.38% | 20 |
|
|
2025
Q1 | $4.12M | Buy |
7,871
+438
| +6% | +$229K | 1.63% | 15 |
|
|
2024
Q4 | $3.76M | Buy |
7,433
+153
| +2% | +$77.4K | 1.47% | 21 |
|
|
2024
Q3 | $4.26M | Sell |
7,280
-95
| -1% | -$55.5K | 1.64% | 16 |
|
|
2024
Q2 | $3.76M | Buy |
7,375
+537
| +8% | +$273K | 1.55% | 18 |
|
|
2024
Q1 | $3.38M | Buy |
6,838
+286
| +4% | +$141K | 1.44% | 21 |
|
|
2023
Q4 | $3.45M | Sell |
6,552
-41
| -0.6% | -$21.6K | 1.6% | 18 |
|
|
2023
Q3 | $3.32M | Buy |
6,593
+293
| +5% | +$148K | 1.68% | 19 |
|
|
2023
Q2 | $3.03M | Buy |
6,300
+206
| +3% | +$99K | 1.48% | 21 |
|
|
2023
Q1 | $2.88M | Buy |
6,094
+600
| +11% | +$284K | 1.45% | 22 |
|
|
2022
Q4 | $2.91M | Buy |
5,494
+11
| +0.2% | +$5.83K | 1.5% | 21 |
|
|
2022
Q3 | $2.77M | Sell |
5,483
-150
| -3% | -$75.8K | 1.59% | 19 |
|
|
2022
Q2 | $2.89M | Buy |
5,633
+46
| +0.8% | +$23.6K | 1.52% | 22 |
|
|
2022
Q1 | $2.85M | Sell |
5,587
-54
| -1% | -$27.5K | 1.33% | 24 |
|
|
2021
Q4 | $2.83M | Buy |
5,641
+95
| +2% | +$47.7K | 1.25% | 30 |
|
|
2021
Q3 | $2.17M | Sell |
5,546
-127
| -2% | -$49.6K | 1.09% | 34 |
|
|
2021
Q2 | $2.27M | Sell |
5,673
-1,761
| -24% | -$705K | 1.11% | 33 |
|
|
2021
Q1 | $2.77M | Sell |
7,434
-1,094
| -13% | -$407K | 1.16% | 37 |
|
|
2020
Q4 | $2.99M | Buy |
8,528
+110
| +1% | +$38.6K | 1.15% | 34 |
|
|
2020
Q3 | $2.62M | Buy |
8,418
+759
| +10% | +$237K | 1.12% | 33 |
|
|
2020
Q2 | $2.26M | Buy |
7,659
+99
| +1% | +$29.2K | 1.01% | 33 |
|
|
2020
Q1 | $1.89M | Buy |
7,560
+299
| +4% | +$74.6K | 0.97% | 38 |
|
|
2019
Q4 | $2.14M | Buy |
7,261
+850
| +13% | +$250K | 0.9% | 40 |
|
|
2019
Q3 | $1.39M | Buy |
6,411
+1,466
| +30% | +$319K | 0.63% | 55 |
|
|
2019
Q2 | $1.21M | Buy |
4,945
+1,483
| +43% | +$362K | 0.56% | 61 |
|
|
2019
Q1 | $856K | Buy |
3,462
+2,640
| +321% | +$653K | 0.41% | 73 |
|
|
2018
Q4 | $205K | Buy |
+822
| New | +$205K | 0.05% | 157 |
|