Old Point Trust & Financial Services N A’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $186K | Sell |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $281K | Buy |
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