Pioneer Trust 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 | $8.92M | Buy |
28,602
+1,270
| +5% | +$396K | 2.28% | 13 |
|
|
2025
Q1 | $14.3M | Buy |
27,332
+375
| +1% | +$196K | 3.77% | 7 |
|
|
2024
Q4 | $13.6M | Sell |
26,957
-137
| -0.5% | -$69.3K | 3.43% | 9 |
|
|
2024
Q3 | $15.8M | Sell |
27,094
-635
| -2% | -$371K | 4.05% | 6 |
|
|
2024
Q2 | $14.1M | Buy |
27,729
+680
| +3% | +$346K | 3.81% | 7 |
|
|
2024
Q1 | $13.4M | Buy |
27,049
+1,910
| +8% | +$945K | 3.72% | 7 |
|
|
2023
Q4 | $13.2M | Buy |
25,139
+734
| +3% | +$386K | 3.94% | 6 |
|
|
2023
Q3 | $12.3M | Sell |
24,405
-2,245
| -8% | -$1.13M | 4.08% | 5 |
|
|
2023
Q2 | $12.8M | Sell |
26,650
-170
| -0.6% | -$81.7K | 3.69% | 6 |
|
|
2023
Q1 | $12.7M | Sell |
26,820
-287
| -1% | -$136K | 3.73% | 5 |
|
|
2022
Q4 | $14.4M | Sell |
27,107
-468
| -2% | -$248K | 4.36% | 5 |
|
|
2022
Q3 | $13.9M | Sell |
27,575
-1,026
| -4% | -$518K | 4.72% | 5 |
|
|
2022
Q2 | $14.7M | Sell |
28,601
-743
| -3% | -$382K | 4.75% | 5 |
|
|
2022
Q1 | $15M | Sell |
29,344
-294
| -1% | -$150K | 4.08% | 5 |
|
|
2021
Q4 | $14.9M | Buy |
29,638
+105
| +0.4% | +$52.7K | 3.87% | 6 |
|
|
2021
Q3 | $11.5M | Sell |
29,533
-50
| -0.2% | -$19.5K | 3.3% | 8 |
|
|
2021
Q2 | $11.8M | Sell |
29,583
-3,327
| -10% | -$1.33M | 3.37% | 7 |
|
|
2021
Q1 | $12.2M | Buy |
32,910
+195
| +0.6% | +$72.6K | 3.5% | 6 |
|
|
2020
Q4 | $11.5M | Buy |
32,715
+804
| +3% | +$282K | 3.49% | 8 |
|
|
2020
Q3 | $9.95M | Buy |
31,911
+290
| +0.9% | +$90.4K | 3.55% | 5 |
|
|
2020
Q2 | $9.33M | Buy |
31,621
+270
| +0.9% | +$79.6K | 3.59% | 4 |
|
|
2020
Q1 | $7.82M | Sell |
31,351
-333
| -1% | -$83K | 3.61% | 5 |
|
|
2019
Q4 | $9.31M | Sell |
31,684
-161
| -0.5% | -$47.3K | 3.48% | 5 |
|
|
2019
Q3 | $6.92M | Sell |
31,845
-3,250
| -9% | -$706K | 2.84% | 10 |
|
|
2019
Q2 | $8.56M | Sell |
35,095
-75
| -0.2% | -$18.3K | 3.54% | 6 |
|
|
2019
Q1 | $8.7M | Sell |
35,170
-1,173
| -3% | -$290K | 3.74% | 5 |
|
|
2018
Q4 | $9.05M | Buy |
36,343
+2,000
| +6% | +$498K | 4.36% | 3 |
|
|
2018
Q3 | $9.14M | Buy |
34,343
+1,660
| +5% | +$442K | 3.98% | 5 |
|
|
2018
Q2 | $8.02M | Sell |
32,683
-7
| -0% | -$1.72K | 3.84% | 5 |
|
|
2018
Q1 | $7M | Sell |
32,690
-4,080
| -11% | -$873K | 3.56% | 4 |
|
|
2017
Q4 | $8.11M | Sell |
36,770
-3,445
| -9% | -$759K | 3.97% | 3 |
|
|
2017
Q3 | $7.88M | Buy |
40,215
+910
| +2% | +$178K | 4.09% | 3 |
|
|
2017
Q2 | $7.29M | Hold |
39,305
| – | – | 4.04% | 3 |
|
|
2017
Q1 | $6.45M | Sell |
39,305
-650
| -2% | -$107K | 3.67% | 5 |
|
|
2016
Q4 | $6.4M | Buy |
39,955
+100
| +0.3% | +$16K | 3.77% | 3 |
|
|
2016
Q3 | $5.58M | Sell |
39,855
-35
| -0.1% | -$4.9K | 3.41% | 6 |
|
|
2016
Q2 | $5.63M | Buy |
39,890
+1,835
| +5% | +$259K | 3.42% | 5 |
|
|
2016
Q1 | $4.91M | Buy |
38,055
+310
| +0.8% | +$40K | 3.09% | 8 |
|
|
2015
Q4 | $4.44M | Buy |
37,745
+565
| +2% | +$66.5K | 2.88% | 11 |
|
|
2015
Q3 | $4.31M | Buy |
37,180
+300
| +0.8% | +$34.8K | 2.97% | 10 |
|
|
2015
Q2 | $4.5M | Buy |
36,880
+60
| +0.2% | +$7.32K | 2.91% | 9 |
|
|
2015
Q1 | $4.36M | Buy |
36,820
+305
| +0.8% | +$36.1K | 2.82% | 10 |
|
|
2014
Q4 | $3.69M | Sell |
36,515
-90
| -0.2% | -$9.1K | 2.42% | 17 |
|
|
2014
Q3 | $3.16M | Sell |
36,605
-265
| -0.7% | -$22.9K | 2.18% | 20 |
|
|
2014
Q2 | $3.01M | Hold |
36,870
| – | – | 2.08% | 21 |
|
|
2014
Q1 | $3.02M | Buy |
36,870
+230
| +0.6% | +$18.9K | 2.14% | 20 |
|
|
2013
Q4 | $2.76M | Buy |
36,640
+1,170
| +3% | +$88.1K | 1.95% | 21 |
|
|
2013
Q3 | $2.54M | Hold |
35,470
| – | – | 1.95% | 23 |
|
|
2013
Q2 | $2.32M | Buy |
+35,470
| New | +$2.32M | 1.8% | 25 |
|