Sabal Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $32.6M | Buy |
62,252
+326
| +0.5% | +$171K | 1.81% | 16 |
|
|
2024
Q4 | $31.3M | Buy |
61,926
+443
| +0.7% | +$224K | 1.81% | 15 |
|
|
2024
Q3 | $35.9M | Sell |
61,483
-786
| -1% | -$460K | 1.96% | 13 |
|
|
2024
Q2 | $31.7M | Sell |
62,269
-343
| -0.5% | -$175K | 1.89% | 14 |
|
|
2024
Q1 | $31M | Buy |
62,612
+195
| +0.3% | +$96.5K | 1.8% | 20 |
|
|
2023
Q4 | $32.9M | Sell |
62,417
-2,106
| -3% | -$1.11M | 2.02% | 16 |
|
|
2023
Q3 | $32.5M | Sell |
64,523
-367
| -0.6% | -$185K | 2.17% | 16 |
|
|
2023
Q2 | $31.2M | Buy |
64,890
+4,885
| +8% | +$2.35M | 1.98% | 20 |
|
|
2023
Q1 | $28.4M | Buy |
60,005
+287
| +0.5% | +$136K | 1.98% | 23 |
|
|
2022
Q4 | $31.7M | Sell |
59,718
-951
| -2% | -$504K | 2.16% | 19 |
|
|
2022
Q3 | $30.6M | Sell |
60,669
-457
| -0.7% | -$231K | 2.31% | 12 |
|
|
2022
Q2 | $31.4M | Sell |
61,126
-1,076
| -2% | -$553K | 2.25% | 12 |
|
|
2022
Q1 | $31.7M | Sell |
62,202
-376
| -0.6% | -$192K | 2.2% | 21 |
|
|
2021
Q4 | $31.4M | Sell |
62,578
-473
| -0.8% | -$238K | 2% | 22 |
|
|
2021
Q3 | $24.6M | Buy |
63,051
+823
| +1% | +$322K | 1.76% | 27 |
|
|
2021
Q2 | $24.9M | Buy |
62,228
+323
| +0.5% | +$129K | 1.8% | 26 |
|
|
2021
Q1 | $23M | Buy |
61,905
+1,934
| +3% | +$720K | 1.71% | 25 |
|
|
2020
Q4 | $21M | Buy |
59,971
+59,209
| +7,770% | +$20.8M | 1.69% | 29 |
|
|
2020
Q3 | $237K | Buy |
762
+40
| +6% | +$12.4K | 0.02% | 122 |
|
|
2020
Q2 | $213K | Buy |
+722
| New | +$213K | 0.02% | 126 |
|
|
2020
Q1 | – | Sell |
-889
| Closed | -$261K | – | 151 |
|
|
2019
Q4 | $261K | Buy |
+889
| New | +$261K | 0.02% | 136 |
|
|
2019
Q2 | – | Sell |
-843
| Closed | -$209K | – | 141 |
|
|
2019
Q1 | $209K | Sell |
843
-173
| -17% | -$42.9K | 0.02% | 130 |
|
|
2018
Q4 | $253K | Buy |
+1,016
| New | +$253K | 0.03% | 121 |
|
|
2018
Q2 | – | Sell |
-1,284
| Closed | -$275K | – | 163 |
|
|
2018
Q1 | $275K | Buy |
+1,284
| New | +$275K | 0.03% | 138 |
|