Indiana 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 | $249K | Buy |
797
+43
| +6% | +$13.4K | 0.08% | 154 |
|
|
2025
Q1 | $395K | Sell |
754
-60
| -7% | -$31.4K | 0.14% | 119 |
|
|
2024
Q4 | $412K | Buy |
814
+18
| +2% | +$9.11K | 0.14% | 111 |
|
|
2024
Q3 | $465K | Hold |
796
| – | – | 0.16% | 107 |
|
|
2024
Q2 | $405K | Buy |
796
+91
| +13% | +$46.3K | 0.15% | 105 |
|
|
2024
Q1 | $349K | Sell |
705
-40
| -5% | -$19.8K | 0.14% | 117 |
|
|
2023
Q4 | $392K | Buy |
745
+13
| +2% | +$6.84K | 0.18% | 105 |
|
|
2023
Q3 | $369K | Buy |
732
+150
| +26% | +$75.6K | 0.19% | 99 |
|
|
2023
Q2 | $280K | Sell |
582
-24
| -4% | -$11.5K | 0.14% | 96 |
|
|
2023
Q1 | $286K | Sell |
606
-30
| -5% | -$14.2K | 0.16% | 94 |
|
|
2022
Q4 | $337 | Buy |
636
+11
| +2% | +$6 | 0.19% | 87 |
|
|
2022
Q3 | $316K | Hold |
625
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $321K | Sell |
625
-50
| -7% | -$25.7K | 0.18% | 85 |
|
|
2022
Q1 | $344K | Hold |
675
| – | – | 0.17% | 90 |
|
|
2021
Q4 | $339K | Buy |
+675
| New | +$339K | 0.16% | 92 |
|
|
2021
Q3 | – | Sell |
-711
| Closed | -$249K | – | 122 |
|
|
2021
Q2 | $249K | Buy |
711
+102
| +17% | +$35.7K | 0.14% | 100 |
|
|
2021
Q1 | $227K | Sell |
609
-102
| -14% | -$38K | 0.12% | 104 |
|
|
2020
Q4 | $249K | Buy |
+711
| New | +$249K | 0.14% | 100 |
|