First Western Trust Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
1,301
+14
| +1% | +$4.37K | 0.02% | 134 |
|
|
2025
Q1 | $674K | Sell |
1,287
-13
| -1% | -$6.81K | 0.03% | 103 |
|
|
2024
Q4 | $658K | Buy |
1,300
+18
| +1% | +$9.11K | 0.03% | 110 |
|
|
2024
Q3 | $750K | Sell |
1,282
-47
| -4% | -$27.5K | 0.03% | 102 |
|
|
2024
Q2 | $677K | Buy |
1,329
+1
| +0.1% | +$509 | 0.03% | 106 |
|
|
2024
Q1 | $657K | Sell |
1,328
-53
| -4% | -$26.2K | 0.03% | 113 |
|
|
2023
Q4 | $727K | Sell |
1,381
-24
| -2% | -$12.6K | 0.04% | 103 |
|
|
2023
Q3 | $708K | Sell |
1,405
-305
| -18% | -$154K | 0.04% | 103 |
|
|
2023
Q2 | $822K | Sell |
1,710
-11
| -0.6% | -$5.29K | 0.04% | 101 |
|
|
2023
Q1 | $813K | Sell |
1,721
-25
| -1% | -$11.8K | 0.04% | 102 |
|
|
2022
Q4 | $926K | Buy |
1,746
+135
| +8% | +$71.6K | 0.05% | 92 |
|
|
2022
Q3 | $814K | Sell |
1,611
-55
| -3% | -$27.8K | 0.05% | 90 |
|
|
2022
Q2 | $859K | Sell |
1,666
-15
| -0.9% | -$7.73K | 0.06% | 91 |
|
|
2022
Q1 | $875K | Buy |
+1,681
| New | +$875K | 0.05% | 97 |
|