Morton Community Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
9,087
+985
| +12% | +$307K | 0.7% | 81 |
|
|
2025
Q1 | $4.24M | Buy |
8,102
+100
| +1% | +$52.4K | 1.11% | 26 |
|
|
2024
Q4 | $4.05M | Sell |
8,002
-27
| -0.3% | -$13.7K | 1.07% | 25 |
|
|
2024
Q3 | $4.69M | Sell |
8,029
-153
| -2% | -$89.5K | 1.23% | 19 |
|
|
2024
Q2 | $4.17M | Buy |
8,182
+475
| +6% | +$242K | 1.18% | 21 |
|
|
2024
Q1 | $3.81M | Buy |
7,707
+44
| +0.6% | +$21.8K | 1.1% | 27 |
|
|
2023
Q4 | $4.03M | Buy |
+7,663
| New | +$4.03M | 1.32% | 14 |
|