Greenleaf 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 | $5.49M | Sell |
17,587
-4,971
| -22% | -$1.55M | 0.05% | 94 |
|
|
2025
Q1 | $11.8M | Sell |
22,558
-684
| -3% | -$358K | 0.11% | 62 |
|
|
2024
Q4 | $11.8M | Buy |
23,242
+261
| +1% | +$132K | 0.11% | 63 |
|
|
2024
Q3 | $13.4M | Buy |
22,981
+539
| +2% | +$315K | 0.12% | 56 |
|
|
2024
Q2 | $11.4M | Sell |
22,442
-762
| -3% | -$388K | 0.11% | 60 |
|
|
2024
Q1 | $11.5M | Sell |
23,204
-2,319
| -9% | -$1.15M | 0.11% | 59 |
|
|
2023
Q4 | $13.4M | Buy |
25,523
+1,069
| +4% | +$563K | 0.14% | 50 |
|
|
2023
Q3 | $12.3M | Buy |
24,454
+631
| +3% | +$318K | 0.14% | 46 |
|
|
2023
Q2 | $11.5M | Sell |
23,823
-712
| -3% | -$342K | 0.12% | 49 |
|
|
2023
Q1 | $11.6M | Buy |
24,535
+150
| +0.6% | +$70.9K | 0.13% | 50 |
|
|
2022
Q4 | $12.9M | Buy |
24,385
+671
| +3% | +$356K | 0.16% | 44 |
|
|
2022
Q3 | $12M | Buy |
23,714
+1,562
| +7% | +$789K | 0.18% | 41 |
|
|
2022
Q2 | $11.4M | Sell |
22,152
-290
| -1% | -$149K | 0.17% | 37 |
|
|
2022
Q1 | $11.4M | Buy |
22,442
+1,432
| +7% | +$730K | 0.14% | 41 |
|
|
2021
Q4 | $10.6M | Buy |
21,010
+1,725
| +9% | +$866K | 0.12% | 44 |
|
|
2021
Q3 | $7.54M | Buy |
19,285
+520
| +3% | +$203K | 0.09% | 51 |
|
|
2021
Q2 | $7.51M | Buy |
18,765
+710
| +4% | +$284K | 0.09% | 51 |
|
|
2021
Q1 | $6.72M | Buy |
18,055
+2,215
| +14% | +$824K | 0.09% | 53 |
|
|
2020
Q4 | $5.56M | Buy |
15,840
+667
| +4% | +$234K | 0.07% | 57 |
|
|
2020
Q3 | $4.73M | Buy |
15,173
+552
| +4% | +$172K | 0.07% | 57 |
|
|
2020
Q2 | $4.31M | Buy |
14,621
+1,966
| +16% | +$580K | 0.08% | 57 |
|
|
2020
Q1 | $3.16M | Buy |
12,655
+402
| +3% | +$100K | 0.06% | 61 |
|
|
2019
Q4 | $3.6M | Buy |
12,253
+73
| +0.6% | +$21.5K | 0.06% | 73 |
|
|
2019
Q3 | $2.65M | Sell |
12,180
-378
| -3% | -$82.1K | 0.04% | 81 |
|
|
2019
Q2 | $3.06M | Sell |
12,558
-827
| -6% | -$202K | 0.05% | 75 |
|
|
2019
Q1 | $3.31M | Sell |
13,385
-404
| -3% | -$99.9K | 0.05% | 69 |
|
|
2018
Q4 | $3.44M | Buy |
13,789
+1,704
| +14% | +$424K | 0.07% | 62 |
|
|
2018
Q3 | $3.22M | Buy |
12,085
+487
| +4% | +$130K | 0.06% | 74 |
|
|
2018
Q2 | $2.85M | Buy |
11,598
+2,461
| +27% | +$604K | 0.05% | 76 |
|
|
2018
Q1 | $1.96M | Buy |
9,137
+918
| +11% | +$196K | 0.04% | 95 |
|
|
2017
Q4 | $1.81M | Buy |
8,219
+240
| +3% | +$52.9K | 0.04% | 106 |
|
|
2017
Q3 | $1.56M | Buy |
7,979
+2,210
| +38% | +$433K | 0.03% | 111 |
|
|
2017
Q2 | $1.07M | Buy |
5,769
+473
| +9% | +$87.7K | 0.02% | 130 |
|
|
2017
Q1 | $869K | Buy |
5,296
+194
| +4% | +$31.8K | 0.02% | 114 |
|
|
2016
Q4 | $817K | Buy |
5,102
+1,673
| +49% | +$268K | 0.02% | 103 |
|
|
2016
Q3 | $480K | Buy |
+3,429
| New | +$480K | 0.01% | 124 |
|
|
2016
Q1 | – | Sell |
-1,871
| Closed | -$220K | – | 176 |
|
|
2015
Q4 | $220K | Buy |
+1,871
| New | +$220K | 0.01% | 155 |
|