Harbour Trust & Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
15,509
+88
| +0.6% | +$27.5K | 0.54% | 52 |
|
|
2025
Q1 | $8.08M | Buy |
15,421
+740
| +5% | +$388K | 0.98% | 34 |
|
|
2024
Q4 | $7.43M | Buy |
14,681
+643
| +5% | +$325K | 0.85% | 36 |
|
|
2024
Q3 | $8.21M | Buy |
14,038
+229
| +2% | +$134K | 0.94% | 33 |
|
|
2024
Q2 | $7.03M | Buy |
13,809
+1,561
| +13% | +$795K | 0.84% | 34 |
|
|
2024
Q1 | $6.06M | Buy |
12,248
+3,170
| +35% | +$1.57M | 0.76% | 41 |
|
|
2023
Q4 | $4.78M | Buy |
+9,078
| New | +$4.78M | 0.67% | 49 |
|