Rockland 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 | $26M | Buy |
83,378
+2,747
| +3% | +$857K | 1.27% | 26 |
|
|
2025
Q1 | $42.2M | Buy |
80,631
+1,189
| +1% | +$623K | 2.12% | 11 |
|
|
2024
Q4 | $40.2M | Buy |
79,442
+1,461
| +2% | +$739K | 2.04% | 12 |
|
|
2024
Q3 | $45.6M | Sell |
77,981
-119
| -0.2% | -$69.6K | 2.24% | 9 |
|
|
2024
Q2 | $39.8M | Buy |
78,100
+2,460
| +3% | +$1.25M | 2.1% | 9 |
|
|
2024
Q1 | $37.4M | Buy |
75,640
+6,003
| +9% | +$2.97M | 1.97% | 12 |
|
|
2023
Q4 | $36.7M | Sell |
69,637
-235
| -0.3% | -$124K | 2.01% | 11 |
|
|
2023
Q3 | $35.2M | Buy |
69,872
+5,344
| +8% | +$2.69M | 2.12% | 9 |
|
|
2023
Q2 | $31M | Buy |
64,528
+1,341
| +2% | +$645K | 1.85% | 12 |
|
|
2023
Q1 | $29.9M | Buy |
63,187
+1,459
| +2% | +$690K | 1.88% | 12 |
|
|
2022
Q4 | $32.7M | Sell |
61,728
-911
| -1% | -$483K | 2.08% | 9 |
|
|
2022
Q3 | $31.6M | Sell |
62,639
-954
| -2% | -$482K | 2.26% | 9 |
|
|
2022
Q2 | $32.7M | Sell |
63,593
-818
| -1% | -$420K | 2.26% | 9 |
|
|
2022
Q1 | $32.8M | Buy |
64,411
+2,835
| +5% | +$1.45M | 2.09% | 11 |
|
|
2021
Q4 | $30.9M | Sell |
61,576
-112
| -0.2% | -$56.2K | 1.97% | 12 |
|
|
2021
Q3 | $24.1M | Buy |
61,688
+1,325
| +2% | +$518K | 1.68% | 14 |
|
|
2021
Q2 | $24.2M | Buy |
60,363
+2,289
| +4% | +$917K | 1.67% | 13 |
|
|
2021
Q1 | $21.6M | Buy |
58,074
+51,483
| +781% | +$19.2M | 1.56% | 16 |
|
|
2020
Q4 | $2.31M | Buy |
6,591
+185
| +3% | +$64.9K | 0.18% | 88 |
|
|
2020
Q3 | $2M | Buy |
6,406
+35
| +0.5% | +$10.9K | 0.17% | 90 |
|
|
2020
Q2 | $1.88M | Sell |
6,371
-64
| -1% | -$18.9K | 0.17% | 87 |
|
|
2020
Q1 | $1.61M | Sell |
6,435
-320
| -5% | -$79.8K | 0.16% | 90 |
|
|
2019
Q4 | $1.99M | Buy |
6,755
+159
| +2% | +$46.7K | 0.16% | 89 |
|
|
2019
Q3 | $1.42M | Buy |
6,596
+1,795
| +37% | +$386K | 0.13% | 106 |
|
|
2019
Q2 | $1.17M | Buy |
4,801
+861
| +22% | +$210K | 0.12% | 120 |
|
|
2019
Q1 | $974K | Sell |
3,940
-50
| -1% | -$12.4K | 0.1% | 127 |
|
|
2018
Q4 | $994K | Buy |
3,990
+3,076
| +337% | +$766K | 0.12% | 116 |
|
|
2018
Q3 | $243K | Buy |
914
+80
| +10% | +$21.3K | 0.03% | 197 |
|
|
2018
Q2 | $205K | Sell |
834
-178
| -18% | -$43.8K | 0.03% | 198 |
|
|
2018
Q1 | $217K | Sell |
1,012
-1,747
| -63% | -$375K | 0.03% | 194 |
|
|
2017
Q4 | $608K | Buy |
+2,759
| New | +$608K | 0.08% | 126 |
|
|
2016
Q3 | – | Sell |
-1,657
| Closed | -$234K | – | 159 |
|
|
2016
Q2 | $234K | Buy |
+1,657
| New | +$234K | 0.04% | 141 |
|