Hemenway Trust Hemenway 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 | $16.6M | Sell |
53,281
-662
| -1% | -$207K | 1.29% | 30 |
|
|
2025
Q1 | $28.3M | Buy |
53,943
+756
| +1% | +$396K | 2.3% | 20 |
|
|
2024
Q4 | $26.9M | Buy |
53,187
+1,271
| +2% | +$643K | 2.18% | 21 |
|
|
2024
Q3 | $30.4M | Buy |
51,916
+1,161
| +2% | +$679K | 2.4% | 20 |
|
|
2024
Q2 | $25.8M | Buy |
50,755
+898
| +2% | +$457K | 2.21% | 21 |
|
|
2024
Q1 | $24.7M | Buy |
49,857
+2,136
| +4% | +$1.06M | 2.14% | 23 |
|
|
2023
Q4 | $25.1M | Buy |
47,721
+1,065
| +2% | +$561K | 2.4% | 21 |
|
|
2023
Q3 | $23.5M | Buy |
46,656
+2,003
| +4% | +$1.01M | 2.47% | 21 |
|
|
2023
Q2 | $21.5M | Buy |
44,653
+1,705
| +4% | +$819K | 2.11% | 23 |
|
|
2023
Q1 | $20.3M | Buy |
42,948
+625
| +1% | +$295K | 2.15% | 21 |
|
|
2022
Q4 | $22.4M | Sell |
42,323
-1,278
| -3% | -$678K | 2.49% | 19 |
|
|
2022
Q3 | $22M | Sell |
43,601
-83
| -0.2% | -$41.9K | 2.59% | 15 |
|
|
2022
Q2 | $22.4M | Sell |
43,684
-552
| -1% | -$284K | 2.55% | 16 |
|
|
2022
Q1 | $22.6M | Buy |
44,236
+653
| +1% | +$333K | 2.17% | 21 |
|
|
2021
Q4 | $21.9M | Buy |
43,583
+1,353
| +3% | +$679K | 1.99% | 20 |
|
|
2021
Q3 | $16.5M | Buy |
42,230
+509
| +1% | +$199K | 1.67% | 30 |
|
|
2021
Q2 | $16.7M | Buy |
41,721
+1,293
| +3% | +$518K | 1.68% | 28 |
|
|
2021
Q1 | $15M | Buy |
40,428
+2,700
| +7% | +$1M | 1.64% | 27 |
|
|
2020
Q4 | $13.2M | Buy |
37,728
+5,030
| +15% | +$1.76M | 1.51% | 27 |
|
|
2020
Q3 | $10.2M | Buy |
32,698
+5,969
| +22% | +$1.86M | 1.33% | 28 |
|
|
2020
Q2 | $7.88M | Buy |
26,729
+5,860
| +28% | +$1.73M | 1.1% | 33 |
|
|
2020
Q1 | $5.2M | Buy |
20,869
+11,502
| +123% | +$2.87M | 0.88% | 37 |
|
|
2019
Q4 | $2.75M | Buy |
9,367
+2,961
| +46% | +$871K | 0.4% | 42 |
|
|
2019
Q3 | $1.39M | Buy |
6,406
+99
| +2% | +$21.5K | 0.22% | 57 |
|
|
2019
Q2 | $1.54M | Buy |
6,307
+643
| +11% | +$157K | 0.24% | 58 |
|
|
2019
Q1 | $1.4M | Buy |
5,664
+704
| +14% | +$174K | 0.23% | 58 |
|
|
2018
Q4 | $1.24M | Buy |
4,960
+560
| +13% | +$140K | 0.25% | 56 |
|
|
2018
Q3 | $1.17M | Buy |
+4,400
| New | +$1.17M | 0.2% | 63 |
|
|
2017
Q1 | – | Sell |
-250
| Closed | -$40K | – | 150 |
|
|
2016
Q4 | $40K | Buy |
+250
| New | +$40K | 0.01% | 138 |
|