Legacy Private 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 | $3.37M | Buy |
10,792
+1,370
| +15% | +$427K | 0.22% | 85 |
|
|
2025
Q1 | $4.93M | Sell |
9,422
-846
| -8% | -$443K | 0.34% | 62 |
|
|
2024
Q4 | $5.19M | Buy |
10,268
+366
| +4% | +$185K | 0.34% | 65 |
|
|
2024
Q3 | $5.79M | Sell |
9,902
-169
| -2% | -$98.8K | 0.39% | 58 |
|
|
2024
Q2 | $5.13M | Sell |
10,071
-103
| -1% | -$52.5K | 0.36% | 63 |
|
|
2024
Q1 | $5.03M | Buy |
10,174
+604
| +6% | +$299K | 0.37% | 62 |
|
|
2023
Q4 | $5.04M | Buy |
9,570
+49
| +0.5% | +$25.8K | 0.4% | 62 |
|
|
2023
Q3 | $4.8M | Buy |
9,521
+1,743
| +22% | +$879K | 0.41% | 62 |
|
|
2023
Q2 | $3.74M | Buy |
7,778
+4,378
| +129% | +$2.1M | 0.31% | 73 |
|
|
2023
Q1 | $1.61M | Sell |
3,400
-785
| -19% | -$371K | 0.14% | 121 |
|
|
2022
Q4 | $2.22M | Buy |
4,185
+41
| +1% | +$21.7K | 0.2% | 99 |
|
|
2022
Q3 | $2.09M | Sell |
4,144
-310
| -7% | -$157K | 0.2% | 98 |
|
|
2022
Q2 | $2.29M | Sell |
4,454
-708
| -14% | -$364K | 0.2% | 90 |
|
|
2022
Q1 | $2.63M | Sell |
5,162
-314
| -6% | -$160K | 0.2% | 94 |
|
|
2021
Q4 | $2.75M | Sell |
5,476
-79
| -1% | -$39.7K | 0.21% | 99 |
|
|
2021
Q3 | $2.17M | Buy |
5,555
+25
| +0.5% | +$9.77K | 0.18% | 99 |
|
|
2021
Q2 | $2.21M | Sell |
5,530
-489
| -8% | -$196K | 0.19% | 98 |
|
|
2021
Q1 | $2.24M | Sell |
6,019
-113
| -2% | -$42K | 0.2% | 95 |
|
|
2020
Q4 | $2.15M | Sell |
6,132
-605
| -9% | -$212K | 0.2% | 96 |
|
|
2020
Q3 | $2.1M | Buy |
6,737
+55
| +0.8% | +$17.1K | 0.22% | 91 |
|
|
2020
Q2 | $1.97M | Sell |
6,682
-791
| -11% | -$233K | 0.22% | 92 |
|
|
2020
Q1 | $1.86M | Sell |
7,473
-540
| -7% | -$135K | 0.24% | 88 |
|
|
2019
Q4 | $2.36M | Sell |
8,013
-157
| -2% | -$46.2K | 0.25% | 91 |
|
|
2019
Q3 | $1.78M | Sell |
8,170
-219
| -3% | -$47.6K | 0.2% | 99 |
|
|
2019
Q2 | $2.05M | Sell |
8,389
-120
| -1% | -$29.3K | 0.23% | 89 |
|
|
2019
Q1 | $2.1M | Sell |
8,509
-84
| -1% | -$20.8K | 0.25% | 92 |
|
|
2018
Q4 | $2.14M | Sell |
8,593
-250
| -3% | -$62.3K | 0.28% | 87 |
|
|
2018
Q3 | $2.35M | Sell |
8,843
-76
| -0.9% | -$20.2K | 0.27% | 90 |
|
|
2018
Q2 | $2.19M | Sell |
8,919
-39
| -0.4% | -$9.57K | 0.26% | 91 |
|
|
2018
Q1 | $1.92M | Sell |
8,958
-420
| -4% | -$89.9K | 0.22% | 96 |
|
|
2017
Q4 | $2.07M | Hold |
9,378
| – | – | 0.24% | 90 |
|
|
2017
Q3 | $1.84M | Sell |
9,378
-133
| -1% | -$26.1K | 0.22% | 93 |
|
|
2017
Q2 | $1.76M | Sell |
9,511
-2,764
| -23% | -$513K | 0.22% | 97 |
|
|
2017
Q1 | $2.01M | Buy |
12,275
+818
| +7% | +$134K | 0.26% | 93 |
|
|
2016
Q4 | $1.83M | Buy |
11,457
+7,860
| +219% | +$1.26M | 0.25% | 104 |
|
|
2016
Q3 | $504K | Sell |
3,597
-55
| -2% | -$7.71K | 0.07% | 175 |
|
|
2016
Q2 | $516K | Sell |
3,652
-356
| -9% | -$50.3K | 0.08% | 164 |
|
|
2016
Q1 | $517K | Sell |
4,008
-470
| -10% | -$60.6K | 0.08% | 167 |
|
|
2015
Q4 | $527K | Sell |
4,478
-2,200
| -33% | -$259K | 0.08% | 174 |
|
|
2015
Q3 | $775K | Sell |
6,678
-300
| -4% | -$34.8K | 0.12% | 152 |
|
|
2015
Q2 | $851K | Buy |
6,978
+453
| +7% | +$55.2K | 0.13% | 151 |
|
|
2015
Q1 | $772K | Sell |
6,525
-270
| -4% | -$31.9K | 0.11% | 163 |
|
|
2014
Q4 | $687K | Sell |
6,795
-140
| -2% | -$14.2K | 0.1% | 171 |
|
|
2014
Q3 | $598K | Sell |
6,935
-310
| -4% | -$26.7K | 0.09% | 177 |
|
|
2014
Q2 | $592K | Sell |
7,245
-1,462
| -17% | -$119K | 0.09% | 171 |
|
|
2014
Q1 | $714K | Sell |
8,707
-155
| -2% | -$12.7K | 0.12% | 129 |
|
|
2013
Q4 | $667K | Buy |
8,862
+78
| +0.9% | +$5.87K | 0.12% | 123 |
|
|
2013
Q3 | $629K | Buy |
8,784
+180
| +2% | +$12.9K | 0.13% | 115 |
|
|
2013
Q2 | $563K | Buy |
+8,604
| New | +$563K | 0.13% | 112 |
|