IBOK
Independence Bank of Kentucky’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
7,666
-644
| -8% | -$201K | 0.34% | 64 |
|
|
2025
Q1 | $4.35M | Sell |
8,310
-2,365
| -22% | -$1.24M | 0.68% | 31 |
|
|
2024
Q4 | $5.4M | Buy |
10,675
+81
| +0.8% | +$41K | 0.83% | 22 |
|
|
2024
Q3 | $6.19M | Buy |
10,594
+2,701
| +34% | +$1.58M | 1.33% | 14 |
|
|
2024
Q2 | $4.02M | Buy |
7,893
+1,626
| +26% | +$828K | 1.07% | 20 |
|
|
2024
Q1 | $3.1M | Buy |
6,267
+1,353
| +28% | +$669K | 0.93% | 22 |
|
|
2023
Q4 | $2.59M | Buy |
4,914
+1,006
| +26% | +$530K | 0.91% | 24 |
|
|
2023
Q3 | $1.97M | Buy |
3,908
+507
| +15% | +$256K | 0.83% | 30 |
|
|
2023
Q2 | $1.63M | Buy |
3,401
+520
| +18% | +$250K | 0.66% | 46 |
|
|
2023
Q1 | $1.36M | Buy |
2,881
+1,145
| +66% | +$541K | 0.59% | 52 |
|
|
2022
Q4 | $920K | Buy |
1,736
+273
| +19% | +$145K | 0.41% | 72 |
|
|
2022
Q3 | $739K | Hold |
1,463
| – | – | 0.36% | 78 |
|
|
2022
Q2 | $751K | Sell |
1,463
-143
| -9% | -$73.4K | 0.34% | 84 |
|
|
2022
Q1 | $819K | Sell |
1,606
-115
| -7% | -$58.6K | 0.32% | 86 |
|
|
2021
Q4 | $864K | Sell |
1,721
-105
| -6% | -$52.7K | 0.35% | 82 |
|
|
2021
Q3 | $713K | Buy |
1,826
+221
| +14% | +$86.3K | 0.31% | 88 |
|
|
2021
Q2 | $643K | Sell |
1,605
-160
| -9% | -$64.1K | 0.28% | 84 |
|
|
2021
Q1 | $657K | Sell |
1,765
-10
| -0.6% | -$3.72K | 0.32% | 80 |
|
|
2020
Q4 | $622K | Sell |
1,775
-25
| -1% | -$8.76K | 0.32% | 83 |
|
|
2020
Q3 | $561K | Buy |
1,800
+75
| +4% | +$23.4K | 0.32% | 84 |
|
|
2020
Q2 | $509K | Hold |
1,725
| – | – | 0.33% | 81 |
|
|
2020
Q1 | $430K | Sell |
1,725
-100
| -5% | -$24.9K | 0.34% | 83 |
|
|
2019
Q4 | $537K | Hold |
1,825
| – | – | 0.35% | 74 |
|
|
2019
Q3 | $397K | Hold |
1,825
| – | – | 0.28% | 81 |
|
|
2019
Q2 | $445K | Buy |
1,825
+100
| +6% | +$24.4K | 0.35% | 74 |
|
|
2019
Q1 | $427K | Sell |
1,725
-5
| -0.3% | -$1.24K | 0.35% | 72 |
|
|
2018
Q4 | $431K | Hold |
1,730
| – | – | 0.39% | 66 |
|
|
2018
Q3 | $460K | Buy |
1,730
+30
| +2% | +$7.98K | 0.36% | 70 |
|
|
2018
Q2 | $417K | Sell |
1,700
-100
| -6% | -$24.5K | 0.35% | 68 |
|
|
2018
Q1 | $385K | Sell |
1,800
-25
| -1% | -$5.35K | 0.33% | 71 |
|
|
2017
Q4 | $402K | Buy |
+1,825
| New | +$402K | 0.34% | 69 |
|