First United 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 | $221K | Sell |
708
-10
| -1% | -$3.12K | 0.08% | 143 |
|
|
2025
Q1 | $376K | Sell |
718
-2
| -0.3% | -$1.05K | 0.14% | 108 |
|
|
2024
Q4 | $364K | Sell |
720
-10
| -1% | -$5.06K | 0.13% | 110 |
|
|
2024
Q3 | $427K | Sell |
730
-135
| -16% | -$78.9K | 0.15% | 108 |
|
|
2024
Q2 | $441K | Hold |
865
| – | – | 0.16% | 104 |
|
|
2024
Q1 | $428K | Hold |
865
| – | – | 0.16% | 108 |
|
|
2023
Q4 | $455K | Hold |
865
| – | – | 0.18% | 107 |
|
|
2023
Q3 | $436K | Sell |
865
-13
| -1% | -$6.55K | 0.2% | 103 |
|
|
2023
Q2 | $422K | Buy |
878
+6
| +0.7% | +$2.88K | 0.19% | 105 |
|
|
2023
Q1 | $412K | Sell |
872
-58
| -6% | -$27.4K | 0.19% | 108 |
|
|
2022
Q4 | $493K | Sell |
930
-48
| -5% | -$25.4K | 0.24% | 94 |
|
|
2022
Q3 | $494K | Sell |
978
-5
| -0.5% | -$2.53K | 0.25% | 94 |
|
|
2022
Q2 | $505K | Buy |
983
+45
| +5% | +$23.1K | 0.23% | 97 |
|
|
2022
Q1 | $478K | Sell |
938
-31
| -3% | -$15.8K | 0.19% | 108 |
|
|
2021
Q4 | $487K | Hold |
969
| – | – | 0.18% | 109 |
|
|
2021
Q3 | $379K | Buy |
969
+25
| +3% | +$9.78K | 0.15% | 119 |
|
|
2021
Q2 | $378K | Sell |
944
-19
| -2% | -$7.61K | 0.16% | 116 |
|
|
2021
Q1 | $358K | Buy |
963
+150
| +18% | +$55.8K | 0.15% | 114 |
|
|
2020
Q4 | $285K | Sell |
813
-7
| -0.9% | -$2.45K | 0.14% | 113 |
|
|
2020
Q3 | $256K | Hold |
820
| – | – | 0.14% | 106 |
|
|
2020
Q2 | $242K | Hold |
820
| – | – | 0.14% | 108 |
|
|
2020
Q1 | $204K | Hold |
820
| – | – | 0.15% | 108 |
|
|
2019
Q4 | $241K | Buy |
+820
| New | +$241K | 0.14% | 117 |
|
|
2018
Q4 | – | Sell |
-760
| Closed | -$202K | – | 127 |
|
|
2018
Q3 | $202K | Buy |
+760
| New | +$202K | 0.13% | 119 |
|