Heartland 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 | $1.14M | Sell |
3,667
-100
| -3% | -$31.2K | 0.54% | 37 |
|
|
2025
Q1 | $1.97M | Buy |
3,767
+558
| +17% | +$292K | 1.01% | 20 |
|
|
2024
Q4 | $1.62M | Buy |
3,209
+539
| +20% | +$273K | 0.88% | 22 |
|
|
2024
Q3 | $1.56M | Buy |
2,670
+103
| +4% | +$60.2K | 0.84% | 21 |
|
|
2024
Q2 | $1.31M | Sell |
2,567
-966
| -27% | -$492K | 0.74% | 21 |
|
|
2024
Q1 | $1.75M | Sell |
3,533
-21
| -0.6% | -$10.4K | 1.02% | 18 |
|
|
2023
Q4 | $1.87M | Buy |
3,554
+829
| +30% | +$436K | 1.29% | 14 |
|
|
2023
Q3 | $1.37M | Buy |
2,725
+437
| +19% | +$220K | 1.08% | 19 |
|
|
2023
Q2 | $1.1M | Sell |
2,288
-177
| -7% | -$85.1K | 0.86% | 28 |
|
|
2023
Q1 | $1.16M | Sell |
2,465
-3,585
| -59% | -$1.69M | 0.88% | 26 |
|
|
2022
Q4 | $3.21M | Sell |
6,050
-325
| -5% | -$172K | 2.37% | 7 |
|
|
2022
Q3 | $3.22M | Buy |
6,375
+1,870
| +42% | +$945K | 3.08% | 5 |
|
|
2022
Q2 | $2.31M | Buy |
4,505
+134
| +3% | +$68.8K | 2.05% | 6 |
|
|
2022
Q1 | $2.23M | Buy |
4,371
+1,563
| +56% | +$797K | 1.69% | 7 |
|
|
2021
Q4 | $1.41M | Sell |
2,808
-3,929
| -58% | -$1.97M | 1.04% | 22 |
|
|
2021
Q3 | $2.63M | Buy |
6,737
+167
| +3% | +$65.2K | 2.27% | 7 |
|
|
2021
Q2 | $2.63M | Buy |
6,570
+2,382
| +57% | +$954K | 2.42% | 8 |
|
|
2021
Q1 | $1.56M | Sell |
4,188
-4,796
| -53% | -$1.78M | 1.42% | 17 |
|
|
2020
Q4 | $3.15M | Buy |
+8,984
| New | +$3.15M | 2.8% | 6 |
|