Missouri Trust & Investment Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
4,873
+669
| +16% | +$209K | 0.5% | 41 |
|
|
2025
Q1 | $2.2M | Buy |
4,204
+340
| +9% | +$178K | 0.77% | 26 |
|
|
2024
Q4 | $1.95M | Buy |
3,864
+723
| +23% | +$366K | 0.69% | 33 |
|
|
2024
Q3 | $1.84M | Sell |
3,141
-35
| -1% | -$20.5K | 0.64% | 31 |
|
|
2024
Q2 | $1.62M | Sell |
3,176
-51
| -2% | -$26K | 0.61% | 33 |
|
|
2024
Q1 | $1.6M | Sell |
3,227
-170
| -5% | -$84.1K | 0.62% | 34 |
|
|
2023
Q4 | $1.79M | Buy |
3,397
+170
| +5% | +$89.5K | 0.72% | 26 |
|
|
2023
Q3 | $1.63M | Buy |
3,227
+864
| +37% | +$436K | 0.73% | 22 |
|
|
2023
Q2 | $1.14M | Buy |
2,363
+10
| +0.4% | +$4.81K | 0.64% | 36 |
|
|
2023
Q1 | $1.11M | Sell |
2,353
-88
| -4% | -$41.6K | 0.72% | 33 |
|
|
2022
Q4 | $1.29M | Buy |
2,441
+66
| +3% | +$35K | 0.78% | 30 |
|
|
2022
Q3 | $1.2M | Sell |
2,375
-153
| -6% | -$77.2K | 0.78% | 27 |
|
|
2022
Q2 | $1.3M | Buy |
2,528
+102
| +4% | +$52.4K | 0.85% | 25 |
|
|
2022
Q1 | $1.24M | Buy |
2,426
+667
| +38% | +$340K | 0.73% | 33 |
|
|
2021
Q4 | $883K | Buy |
+1,759
| New | +$883K | 0.51% | 49 |
|