Parkside Financial Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
7,072
+960
| +16% | +$299K | 0.24% | 86 |
|
|
2025
Q1 | $3.2M | Buy |
6,112
+141
| +2% | +$73.8K | 0.41% | 52 |
|
|
2024
Q4 | $3.02M | Buy |
5,971
+107
| +2% | +$54.1K | 0.4% | 50 |
|
|
2024
Q3 | $3.43M | Buy |
5,864
+321
| +6% | +$188K | 0.48% | 44 |
|
|
2024
Q2 | $2.82M | Sell |
5,543
-100
| -2% | -$50.9K | 0.44% | 47 |
|
|
2024
Q1 | $2.79M | Buy |
5,643
+265
| +5% | +$131K | 0.45% | 45 |
|
|
2023
Q4 | $2.83M | Buy |
5,378
+2,693
| +100% | +$1.42M | 0.51% | 41 |
|
|
2023
Q3 | $1.35M | Buy |
2,685
+132
| +5% | +$66.5K | 0.31% | 61 |
|
|
2023
Q2 | $1.23M | Buy |
2,553
+23
| +0.9% | +$11.1K | 0.29% | 60 |
|
|
2023
Q1 | $1.2M | Sell |
2,530
-404
| -14% | -$191K | 0.32% | 56 |
|
|
2022
Q4 | $1.56M | Buy |
2,934
+192
| +7% | +$102K | 0.45% | 41 |
|
|
2022
Q3 | $1.39M | Sell |
2,742
-627
| -19% | -$317K | 0.44% | 38 |
|
|
2022
Q2 | $1.73M | Sell |
3,369
-221
| -6% | -$114K | 0.53% | 36 |
|
|
2022
Q1 | $1.83M | Sell |
3,590
-78
| -2% | -$39.8K | 0.49% | 36 |
|
|
2021
Q4 | $1.84M | Buy |
3,668
+1,742
| +90% | +$875K | 0.45% | 41 |
|
|
2021
Q3 | $752K | Buy |
1,926
+64
| +3% | +$25K | 0.22% | 69 |
|
|
2021
Q2 | $746K | Buy |
1,862
+162
| +10% | +$64.9K | 0.22% | 70 |
|
|
2021
Q1 | $633K | Sell |
1,700
-240
| -12% | -$89.4K | 0.19% | 78 |
|
|
2020
Q4 | $681K | Buy |
1,940
+241
| +14% | +$84.6K | 0.21% | 71 |
|
|
2020
Q3 | $529K | Sell |
1,699
-488
| -22% | -$152K | 0.18% | 82 |
|
|
2020
Q2 | $645K | Buy |
2,187
+113
| +5% | +$33.3K | 0.21% | 69 |
|
|
2020
Q1 | $517K | Buy |
2,074
+405
| +24% | +$101K | 0.2% | 70 |
|
|
2019
Q4 | $490K | Buy |
1,669
+97
| +6% | +$28.5K | 0.14% | 103 |
|
|
2019
Q3 | $341K | Sell |
1,572
-56
| -3% | -$12.1K | 0.11% | 139 |
|
|
2019
Q2 | $397K | Buy |
1,628
+65
| +4% | +$15.9K | 0.13% | 124 |
|
|
2019
Q1 | $386K | Sell |
1,563
-109
| -7% | -$26.9K | 0.13% | 124 |
|
|
2018
Q4 | $417K | Sell |
1,672
-25
| -1% | -$6.24K | 0.15% | 98 |
|
|
2018
Q3 | $451K | Sell |
1,697
-39
| -2% | -$10.4K | 0.16% | 109 |
|
|
2018
Q2 | $426K | Buy |
1,736
+130
| +8% | +$31.9K | 0.16% | 106 |
|
|
2018
Q1 | $344K | Buy |
1,606
+33
| +2% | +$7.07K | 0.13% | 128 |
|
|
2017
Q4 | $346K | Sell |
1,573
-343
| -18% | -$75.4K | 0.13% | 126 |
|
|
2017
Q3 | $376K | Buy |
1,916
+114
| +6% | +$22.4K | 0.15% | 111 |
|
|
2017
Q2 | $334K | Buy |
1,802
+948
| +111% | +$176K | 0.14% | 112 |
|
|
2017
Q1 | $140K | Buy |
854
+12
| +1% | +$1.97K | 0.06% | 171 |
|
|
2016
Q4 | $135K | Sell |
842
-283
| -25% | -$45.4K | 0.06% | 187 |
|
|
2016
Q3 | $158K | Buy |
1,125
+129
| +13% | +$18.1K | 0.07% | 175 |
|
|
2016
Q2 | $140K | Buy |
996
+238
| +31% | +$33.5K | 0.07% | 183 |
|
|
2016
Q1 | $98K | Buy |
758
+201
| +36% | +$26K | 0.05% | 223 |
|
|
2015
Q4 | $66K | Buy |
557
+93
| +20% | +$11K | 0.03% | 277 |
|
|
2015
Q3 | $54K | Sell |
464
-3,515
| -88% | -$409K | 0.03% | 299 |
|
|
2015
Q2 | $485K | Buy |
3,979
+67
| +2% | +$8.17K | 0.26% | 79 |
|
|
2015
Q1 | $463K | Buy |
3,912
+153
| +4% | +$18.1K | 0.25% | 84 |
|
|
2014
Q4 | $380K | Sell |
3,759
-727
| -16% | -$73.5K | 0.21% | 102 |
|
|
2014
Q3 | $387K | Sell |
4,486
-2
| -0% | -$173 | 0.23% | 97 |
|
|
2014
Q2 | $367K | Buy |
4,488
+168
| +4% | +$13.7K | 0.22% | 105 |
|
|
2014
Q1 | $354K | Buy |
4,320
+25
| +0.6% | +$2.05K | 0.22% | 104 |
|
|
2013
Q4 | $323K | Buy |
+4,295
| New | +$323K | 0.22% | 105 |
|