Plimoth Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Sell |
3,807
-479
| -11% | -$143K | 0.23% | 87 |
|
|
2025
Q4 | $1.41M | Sell |
4,286
-3,977
| -48% | -$1.35M | 0.32% | 75 |
|
|
2025
Q3 | $2.85M | Sell |
8,263
-172
| -2% | -$52K | 0.65% | 53 |
|
|
2025
Q2 | $2.63M | Buy |
8,435
+275
| +3% | +$105K | 0.63% | 55 |
|
|
2025
Q1 | $4.27M | Sell |
8,160
-1,705
| -17% | -$872K | 1.11% | 26 |
|
|
2024
Q4 | $4.99M | Sell |
9,865
-143
| -1% | -$81.3K | 1.28% | 20 |
|
|
2024
Q3 | $5.85M | Buy |
10,008
+65
| +0.7% | +$36.8K | 1.47% | 14 |
|
|
2024
Q2 | $5.06M | Buy |
9,943
+869
| +10% | +$426K | 1.35% | 19 |
|
|
2024
Q1 | $4.49M | Buy |
9,074
+317
| +4% | +$161K | 1.2% | 25 |
|
|
2023
Q4 | $4.61M | Sell |
8,757
-159
| -2% | -$84.8K | 1.33% | 20 |
|
|
2023
Q3 | $4.5M | Sell |
8,916
-30
| -0.3% | -$14.8K | 1.41% | 18 |
|
|
2023
Q2 | $4.3M | Buy |
8,946
+157
| +2% | +$76.8K | 1.29% | 20 |
|
|
2023
Q1 | $4.15M | Buy |
8,789
+64
| +0.7% | +$30.9K | 1.29% | 20 |
|
|
2022
Q4 | $4.63M | Sell |
8,725
-75
| -0.9% | -$39.7K | 1.49% | 15 |
|
|
2022
Q3 | $4.44M | Sell |
8,800
-149
| -2% | -$78.3K | 1.54% | 14 |
|
|
2022
Q2 | $4.6M | Sell |
8,949
-114
| -1% | -$57.3K | 1.45% | 14 |
|
|
2022
Q1 | $4.62M | Buy |
9,063
+55
| +0.6% | +$26.5K | 1.23% | 20 |
|
|
2021
Q4 | $4.52M | Buy |
9,008
+23
| +0.3% | +$10.4K | 1.15% | 22 |
|
|
2021
Q3 | $3.51M | Buy |
8,985
+90
| +1% | +$37.3K | 0.99% | 28 |
|
|
2021
Q2 | $3.56M | Buy |
8,895
+125
| +1% | +$49.8K | 1% | 29 |
|
|
2021
Q1 | $3.26M | Buy |
8,770
+283
| +3% | +$98.1K | 0.96% | 32 |
|
|
2020
Q4 | $2.98M | Buy |
8,487
+463
| +6% | +$155K | 0.93% | 39 |
|
|
2020
Q3 | $2.5M | Buy |
8,024
+844
| +12% | +$259K | 0.84% | 41 |
|
|
2020
Q2 | $2.12M | Buy |
7,180
+1,197
| +20% | +$343K | 0.75% | 44 |
|
|
2020
Q1 | $1.49M | Sell |
5,983
-265
| -4% | -$72.9K | 0.63% | 49 |
|
|
2019
Q4 | $1.84M | Hold |
6,248
| – | – | 0.59% | 57 |
|
|
2019
Q3 | $1.36M | Sell |
6,248
-85
| -1% | -$20.5K | 0.45% | 73 |
|
|
2019
Q2 | $1.55M | Buy |
6,333
+398
| +7% | +$95.7K | 0.51% | 66 |
|
|
2019
Q1 | $1.47M | Buy |
5,935
+689
| +13% | +$176K | 0.49% | 69 |
|
|
2018
Q4 | $1.31M | Sell |
5,246
-715
| -12% | -$189K | 0.48% | 64 |
|
|
2018
Q3 | $1.59M | Sell |
5,961
-70
| -1% | -$18.2K | 0.51% | 60 |
|
|
2018
Q2 | $1.48M | Sell |
6,031
-445
| -7% | -$107K | 0.51% | 63 |
|
|
2018
Q1 | $1.39M | Sell |
6,476
-297
| -4% | -$67.8K | 0.48% | 70 |
|
|
2017
Q4 | $1.49M | Buy |
+6,773
| New | +$1.44M | 0.53% | 64 |
|
Other funds holding UNH
VCM
VPM
