Members 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 | $461K | Buy |
1,479
+177
| +14% | +$55.2K | 0.02% | 84 |
|
|
2025
Q1 | $682K | Buy |
1,302
+162
| +14% | +$84.8K | 0.02% | 58 |
|
|
2024
Q4 | $577K | Sell |
1,140
-86
| -7% | -$43.5K | 0.02% | 60 |
|
|
2024
Q3 | $717K | Buy |
1,226
+6
| +0.5% | +$3.51K | 0.02% | 50 |
|
|
2024
Q2 | $621K | Sell |
1,220
-19
| -2% | -$9.68K | 0.02% | 58 |
|
|
2024
Q1 | $613K | Buy |
1,239
+154
| +14% | +$76.2K | 0.02% | 56 |
|
|
2023
Q4 | $570K | Buy |
1,085
+51
| +5% | +$26.8K | 0.02% | 54 |
|
|
2023
Q3 | $527K | Hold |
1,034
| – | – | 0.02% | 56 |
|
|
2023
Q2 | $497K | Buy |
+1,034
| New | +$497K | 0.01% | 59 |
|
|
2022
Q4 | – | Sell |
-1,050
| Closed | -$530K | – | 103 |
|
|
2022
Q3 | $530K | Sell |
1,050
-100
| -9% | -$50.5K | 0.02% | 57 |
|
|
2022
Q2 | $591K | Hold |
1,150
| – | – | 0.02% | 54 |
|
|
2022
Q1 | $586K | Sell |
1,150
-23
| -2% | -$11.7K | 0.02% | 63 |
|
|
2021
Q4 | $589K | Buy |
1,173
+100
| +9% | +$50.2K | 0.02% | 63 |
|
|
2021
Q3 | $430K | Sell |
1,073
-56
| -5% | -$22.4K | 0.01% | 73 |
|
|
2021
Q2 | $452K | Buy |
1,129
+110
| +11% | +$44K | 0.01% | 75 |
|
|
2021
Q1 | $379K | Buy |
1,019
+17
| +2% | +$6.32K | 0.01% | 81 |
|
|
2020
Q4 | $351K | Buy |
1,002
+40
| +4% | +$14K | 0.01% | 81 |
|
|
2020
Q3 | $300K | Buy |
962
+39
| +4% | +$12.2K | 0.01% | 81 |
|
|
2020
Q2 | $273K | Buy |
+923
| New | +$273K | 0.01% | 81 |
|
|
2018
Q1 | $682K | Buy |
3,187
+64
| +2% | +$13.7K | 0.03% | 38 |
|
|
2017
Q4 | $688K | Buy |
3,123
+60
| +2% | +$13.2K | 0.04% | 37 |
|
|
2017
Q3 | $600K | Hold |
3,063
| – | – | 0.03% | 35 |
|
|
2017
Q2 | $568K | Sell |
3,063
-74
| -2% | -$13.7K | 0.03% | 39 |
|
|
2017
Q1 | $514K | Buy |
+3,137
| New | +$514K | 0.03% | 43 |
|