MidWestOne Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.11M | Sell |
3,372
-258
| -7% | -$87.4K | 0.12% | 149 |
|
|
2025
Q3 | $1.25M | Sell |
3,630
-348
| -9% | -$105K | 0.15% | 135 |
|
|
2025
Q2 | $1.24M | Sell |
3,978
-95
| -2% | -$36.3K | 0.16% | 135 |
|
|
2025
Q1 | $2.13M | Buy |
4,073
+485
| +14% | +$248K | 0.3% | 73 |
|
|
2024
Q4 | $1.81M | Sell |
3,588
-88
| -2% | -$50K | 0.25% | 83 |
|
|
2024
Q3 | $2.15M | Sell |
3,676
-92
| -2% | -$52K | 0.3% | 72 |
|
|
2024
Q2 | $1.92M | Sell |
3,768
-157
| -4% | -$77K | 0.35% | 70 |
|
|
2024
Q1 | $1.94M | Buy |
3,925
+55
| +1% | +$28K | 0.35% | 72 |
|
|
2023
Q4 | $2.04M | Sell |
3,870
-41
| -1% | -$21.9K | 0.39% | 59 |
|
|
2023
Q3 | $1.97M | Sell |
3,911
-334
| -8% | -$164K | 0.45% | 54 |
|
|
2023
Q2 | $2.04M | Sell |
4,245
-197
| -4% | -$96.3K | 0.44% | 52 |
|
|
2023
Q1 | $2.1M | Buy |
4,442
+500
| +13% | +$241K | 0.47% | 49 |
|
|
2022
Q4 | $2.09M | Sell |
3,942
-201
| -5% | -$106K | 0.47% | 40 |
|
|
2022
Q3 | $2.09M | Sell |
4,143
-218
| -5% | -$115K | 0.53% | 40 |
|
|
2022
Q2 | $2.24M | Buy |
4,361
+229
| +6% | +$115K | 0.55% | 30 |
|
|
2022
Q1 | $2.11M | Buy |
4,132
+5
| +0.1% | +$2.41K | 0.45% | 48 |
|
|
2021
Q4 | $2.07M | Sell |
4,127
-11
| -0.3% | -$4.98K | 0.43% | 48 |
|
|
2021
Q3 | $1.62M | Sell |
4,138
-188
| -4% | -$77.9K | 0.38% | 57 |
|
|
2021
Q2 | $1.73M | Buy |
4,326
+150
| +4% | +$59.8K | 0.41% | 53 |
|
|
2021
Q1 | $1.55M | Sell |
4,176
-1
| -0% | -$347 | 0.38% | 60 |
|
|
2020
Q4 | $1.47M | Buy |
4,177
+45
| +1% | +$15.1K | 0.4% | 56 |
|
|
2020
Q3 | $1.29M | Buy |
4,132
+775
| +23% | +$238K | 0.43% | 56 |
|
|
2020
Q2 | $990K | Sell |
3,357
-1,032
| -24% | -$296K | 0.41% | 48 |
|
|
2020
Q1 | $1.09M | Sell |
4,389
-83
| -2% | -$22.8K | 0.4% | 55 |
|
|
2019
Q4 | $1.31M | Buy |
4,472
+31
| +0.7% | +$8.11K | 0.27% | 66 |
|
|
2019
Q3 | $964K | Buy |
4,441
+46
| +1% | +$11.1K | 0.3% | 82 |
|
|
2019
Q2 | $1.07M | Buy |
+4,395
| New | +$1.06M | 0.29% | 91 |
|
Other funds holding UNH
