Glenview 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 | $4.81M | Sell |
15,431
-36,405
| -70% | -$11.4M | 0.08% | 152 |
|
|
2025
Q1 | $27.1M | Buy |
51,836
+2,264
| +5% | +$1.19M | 0.53% | 43 |
|
|
2024
Q4 | $25.1M | Buy |
49,572
+1,776
| +4% | +$898K | 0.47% | 51 |
|
|
2024
Q3 | $27.9M | Buy |
47,796
+4,391
| +10% | +$2.57M | 0.54% | 43 |
|
|
2024
Q2 | $22.1M | Buy |
43,405
+18,982
| +78% | +$9.67M | 0.44% | 53 |
|
|
2024
Q1 | $12.1M | Sell |
24,423
-657
| -3% | -$325K | 0.26% | 91 |
|
|
2023
Q4 | $13.2M | Buy |
25,080
+461
| +2% | +$243K | 0.32% | 79 |
|
|
2023
Q3 | $12.4M | Buy |
24,619
+1,085
| +5% | +$547K | 0.34% | 78 |
|
|
2023
Q2 | $11.3M | Buy |
23,534
+691
| +3% | +$332K | 0.31% | 81 |
|
|
2023
Q1 | $10.8M | Buy |
22,843
+298
| +1% | +$141K | 0.32% | 80 |
|
|
2022
Q4 | $12M | Buy |
22,545
+604
| +3% | +$320K | 0.4% | 72 |
|
|
2022
Q3 | $11.1M | Buy |
21,941
+336
| +2% | +$170K | 0.42% | 69 |
|
|
2022
Q2 | $11.1M | Buy |
21,605
+22
| +0.1% | +$11.3K | 0.41% | 72 |
|
|
2022
Q1 | $11M | Buy |
21,583
+81
| +0.4% | +$41.3K | 0.36% | 76 |
|
|
2021
Q4 | $10.8M | Sell |
21,502
-320
| -1% | -$161K | 0.36% | 76 |
|
|
2021
Q3 | $8.53M | Sell |
21,822
-402
| -2% | -$157K | 0.33% | 80 |
|
|
2021
Q2 | $8.9M | Buy |
22,224
+300
| +1% | +$120K | 0.34% | 82 |
|
|
2021
Q1 | $8.16M | Buy |
21,924
+1,032
| +5% | +$384K | 0.35% | 79 |
|
|
2020
Q4 | $7.33M | Sell |
20,892
-773
| -4% | -$271K | 0.34% | 81 |
|
|
2020
Q3 | $6.76M | Sell |
21,665
-5,785
| -21% | -$1.8M | 0.35% | 79 |
|
|
2020
Q2 | $8.1M | Sell |
27,450
-22,721
| -45% | -$6.7M | 0.46% | 63 |
|
|
2020
Q1 | $12.5M | Buy |
50,171
+3,216
| +7% | +$802K | 0.87% | 36 |
|
|
2019
Q4 | $13.8M | Sell |
46,955
-952
| -2% | -$280K | 0.77% | 40 |
|
|
2019
Q3 | $10.4M | Buy |
47,907
+3,858
| +9% | +$838K | 0.63% | 50 |
|
|
2019
Q2 | $10.7M | Buy |
44,049
+31,139
| +241% | +$7.6M | 0.67% | 45 |
|
|
2019
Q1 | $3.19M | Buy |
12,910
+5,110
| +66% | +$1.26M | 0.2% | 110 |
|
|
2018
Q4 | $1.94M | Buy |
7,800
+478
| +7% | +$119K | 0.14% | 136 |
|
|
2018
Q3 | $1.95M | Buy |
7,322
+10
| +0.1% | +$2.66K | 0.12% | 139 |
|
|
2018
Q2 | $1.79M | Sell |
7,312
-68
| -0.9% | -$16.7K | 0.13% | 129 |
|
|
2018
Q1 | $1.58M | Sell |
7,380
-30
| -0.4% | -$6.42K | 0.11% | 143 |
|
|
2017
Q4 | $1.63M | Buy |
7,410
+16
| +0.2% | +$3.53K | 0.11% | 139 |
|
|
2017
Q3 | $1.45M | Buy |
7,394
+48
| +0.7% | +$9.4K | 0.11% | 142 |
|
|
2017
Q2 | $1.36M | Sell |
7,346
-509
| -6% | -$94.4K | 0.11% | 137 |
|
|
2017
Q1 | $1.29M | Sell |
7,855
-148
| -2% | -$24.3K | 0.1% | 139 |
|
|
2016
Q4 | $1.28M | Buy |
+8,003
| New | +$1.28M | 0.11% | 134 |
|
|
2015
Q4 | $526K | Buy |
+4,473
| New | +$526K | 0.05% | 174 |
|
|
2014
Q4 | $495K | Buy |
+4,901
| New | +$495K | 0.05% | 165 |
|
|
2013
Q4 | $369K | Buy |
+4,901
| New | +$369K | 0.04% | 161 |
|