MNBTD
UNH icon

Moody National Bank Trust Division’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.75M Sell
8,810
-666
-7% -$208K 0.25% 76
2025
Q1
$4.96M Buy
9,476
+331
+4% +$173K 0.52% 36
2024
Q4
$4.63M Sell
9,145
-322
-3% -$163K 0.48% 36
2024
Q3
$5.54M Buy
9,467
+193
+2% +$113K 0.59% 29
2024
Q2
$4.72M Buy
9,274
+175
+2% +$89.1K 0.37% 28
2024
Q1
$4.5M Buy
9,099
+24
+0.3% +$11.9K 0.35% 23
2023
Q4
$4.78M Sell
9,075
-10,076
-53% -$5.3M 0.37% 30
2023
Q3
$9.66M Buy
19,151
+1,897
+11% +$956K 0.62% 17
2023
Q2
$8.29M Buy
17,254
+145
+0.8% +$69.7K 0.57% 17
2023
Q1
$8.09M Buy
17,109
+92
+0.5% +$43.5K 0.69% 15
2022
Q4
$9.02M Sell
17,017
-587
-3% -$311K 0.79% 9
2022
Q3
$8.89M Buy
17,604
+181
+1% +$91.4K 0.92% 8
2022
Q2
$8.95M Sell
17,423
-82
-0.5% -$42.1K 0.94% 9
2022
Q1
$8.93M Sell
17,505
-2,305
-12% -$1.18M 0.28% 14
2021
Q4
$9.95M Sell
19,810
-65,526
-77% -$32.9M 0.3% 18
2021
Q3
$33.3M Sell
85,336
-85
-0.1% -$33.2K 0.49% 15
2021
Q2
$34.2M Sell
85,421
-116
-0.1% -$46.5K 0.7% 14
2021
Q1
$31.8M Buy
85,537
+65
+0.1% +$24.2K 0.76% 13
2020
Q4
$30M Buy
85,472
+50
+0.1% +$17.5K 0.77% 14
2020
Q3
$26.6M Buy
85,422
+30
+0% +$9.35K 0.82% 15
2020
Q2
$25.2M Buy
85,392
+300
+0.4% +$88.5K 0.79% 13
2020
Q1
$21.2M Buy
85,092
+173
+0.2% +$43.1K 0.75% 13
2019
Q4
$25M Buy
84,919
+961
+1% +$283K 0.66% 14
2019
Q3
$18.2M Sell
83,958
-291
-0.3% -$63.2K 0.51% 24
2019
Q2
$20.6M Sell
84,249
-16,659
-17% -$4.06M 0.58% 18
2019
Q1
$25M Sell
100,908
-561
-0.6% -$139K 0.69% 12
2018
Q4
$25.3M Buy
101,469
+869
+0.9% +$216K 0.72% 10
2018
Q3
$26.8M Buy
100,600
+94,415
+1,527% +$25.1M 0.68% 13
2018
Q2
$1.52M Sell
6,185
-50
-0.8% -$12.3K 0.07% 39
2018
Q1
$1.33M Sell
6,235
-200
-3% -$42.8K 0.07% 48
2017
Q4
$1.42M Sell
6,435
-50
-0.8% -$11K 0.07% 48
2017
Q3
$1.27M Sell
6,485
-2,500
-28% -$490K 0.06% 51
2017
Q2
$1.67M Hold
8,985
0.08% 48
2017
Q1
$1.47M Sell
8,985
-665
-7% -$109K 0.07% 52
2016
Q4
$1.54M Hold
9,650
0.07% 48
2016
Q3
$1.35M Sell
9,650
-60
-0.6% -$8.41K 0.07% 55
2016
Q2
$1.37M Buy
9,710
+20
+0.2% +$2.82K 0.08% 51
2016
Q1
$1.25M Buy
9,690
+245
+3% +$31.6K 0.08% 50
2015
Q4
$1.11M Hold
9,445
0.08% 55
2015
Q3
$1.1M Buy
9,445
+35
+0.4% +$4.06K 0.08% 51
2015
Q2
$1.15M Hold
9,410
0.09% 54
2015
Q1
$1.11M Hold
9,410
0.09% 57
2014
Q4
$951K Sell
9,410
-50
-0.5% -$5.05K 0.06% 81
2014
Q3
$816K Buy
9,460
+310
+3% +$26.7K 0.06% 82
2014
Q2
$748K Hold
9,150
0.05% 104
2014
Q1
$751K Hold
9,150
0.05% 95
2013
Q4
$689K Sell
9,150
-45
-0.5% -$3.39K 0.05% 112
2013
Q3
$658K Sell
9,195
-425
-4% -$30.4K 0.05% 101
2013
Q2
$630K Buy
+9,620
New +$630K 0.05% 101