MBTD
Mechanics Bank - Trust Department’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
8,706
-553
| -6% | -$173K | 0.39% | 69 |
|
|
2025
Q1 | $4.85M | Sell |
9,259
-91
| -1% | -$47.7K | 0.66% | 41 |
|
|
2024
Q4 | $4.73M | Buy |
9,350
+446
| +5% | +$226K | 0.63% | 41 |
|
|
2024
Q3 | $5.21M | Sell |
8,904
-235
| -3% | -$137K | 0.69% | 38 |
|
|
2024
Q2 | $4.65M | Sell |
9,139
-514
| -5% | -$262K | 0.67% | 44 |
|
|
2024
Q1 | $4.78M | Buy |
9,653
+575
| +6% | +$284K | 0.7% | 44 |
|
|
2023
Q4 | $4.78M | Sell |
9,078
-1,269
| -12% | -$668K | 0.75% | 41 |
|
|
2023
Q3 | $5.22M | Buy |
10,347
+174
| +2% | +$87.7K | 0.87% | 35 |
|
|
2023
Q2 | $4.89M | Buy |
10,173
+1,740
| +21% | +$836K | 0.78% | 41 |
|
|
2023
Q1 | $3.99M | Buy |
8,433
+101
| +1% | +$47.7K | 0.67% | 48 |
|
|
2022
Q4 | $4.42M | Buy |
8,332
+427
| +5% | +$226K | 0.76% | 44 |
|
|
2022
Q3 | $3.99M | Buy |
7,905
+484
| +7% | +$244K | 0.76% | 41 |
|
|
2022
Q2 | $3.81M | Buy |
7,421
+302
| +4% | +$155K | 0.68% | 43 |
|
|
2022
Q1 | $3.63M | Buy |
7,119
+5
| +0.1% | +$2.55K | 0.56% | 51 |
|
|
2021
Q4 | $3.57M | Buy |
7,114
+105
| +1% | +$52.7K | 0.53% | 51 |
|
|
2021
Q3 | $2.74M | Sell |
7,009
-54
| -0.8% | -$21.1K | 0.44% | 57 |
|
|
2021
Q2 | $2.83M | Buy |
7,063
+81
| +1% | +$32.4K | 0.46% | 58 |
|
|
2021
Q1 | $2.6M | Sell |
6,982
-32
| -0.5% | -$11.9K | 0.45% | 58 |
|
|
2020
Q4 | $2.46M | Buy |
7,014
+163
| +2% | +$57.1K | 0.44% | 62 |
|
|
2020
Q3 | $2.14M | Buy |
6,851
+190
| +3% | +$59.2K | 0.42% | 62 |
|
|
2020
Q2 | $1.96M | Hold |
6,661
| – | – | 0.41% | 62 |
|
|
2020
Q1 | $1.66M | Buy |
6,661
+150
| +2% | +$37.4K | 0.41% | 66 |
|
|
2019
Q4 | $1.91M | Sell |
6,511
-350
| -5% | -$103K | 0.37% | 72 |
|
|
2019
Q3 | $1.49M | Sell |
6,861
-140
| -2% | -$30.4K | 0.3% | 81 |
|
|
2019
Q2 | $1.71M | Buy |
7,001
+256
| +4% | +$62.5K | 0.39% | 73 |
|
|
2019
Q1 | $1.67M | Buy |
6,745
+1,400
| +26% | +$346K | 0.38% | 75 |
|
|
2018
Q4 | $1.33M | Buy |
5,345
+88
| +2% | +$21.9K | 0.34% | 82 |
|
|
2018
Q3 | $1.4M | Buy |
5,257
+3,226
| +159% | +$859K | 0.3% | 83 |
|
|
2018
Q2 | $498K | Sell |
2,031
-364
| -15% | -$89.3K | 0.11% | 114 |
|
|
2018
Q1 | $513K | Buy |
2,395
+176
| +8% | +$37.7K | 0.12% | 115 |
|
|
2017
Q4 | $489K | Sell |
2,219
-50
| -2% | -$11K | 0.11% | 118 |
|
|
2017
Q3 | $445K | Buy |
2,269
+100
| +5% | +$19.6K | 0.11% | 119 |
|
|
2017
Q2 | $402K | Hold |
2,169
| – | – | 0.1% | 125 |
|
|
2017
Q1 | $355K | Hold |
2,169
| – | – | 0.09% | 130 |
|
|
2016
Q4 | $347K | Hold |
2,169
| – | – | 0.08% | 132 |
|
|
2016
Q3 | $304K | Hold |
2,169
| – | – | 0.07% | 139 |
|
|
2016
Q2 | $306K | Buy |
+2,169
| New | +$306K | 0.11% | 99 |
|