Sandy Spring Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.56M | Sell |
12,517
-680
| -5% | -$356K | 0.28% | 79 |
|
|
2024
Q4 | $6.68M | Sell |
13,197
-41
| -0.3% | -$20.7K | 0.27% | 77 |
|
|
2024
Q3 | $7.74M | Sell |
13,238
-14
| -0.1% | -$8.19K | 0.32% | 72 |
|
|
2024
Q2 | $6.75M | Sell |
13,252
-79
| -0.6% | -$40.2K | 0.3% | 72 |
|
|
2024
Q1 | $6.6M | Buy |
13,331
+19
| +0.1% | +$9.4K | 0.3% | 75 |
|
|
2023
Q4 | $7.01M | Sell |
13,312
-56
| -0.4% | -$29.5K | 0.35% | 69 |
|
|
2023
Q3 | $6.74M | Sell |
13,368
-21
| -0.2% | -$10.6K | 0.37% | 64 |
|
|
2023
Q2 | $6.44M | Buy |
13,389
+429
| +3% | +$206K | 0.34% | 66 |
|
|
2023
Q1 | $6.12M | Sell |
12,960
-751
| -5% | -$355K | 0.35% | 66 |
|
|
2022
Q4 | $7.27M | Hold |
13,711
| – | – | 0.43% | 56 |
|
|
2022
Q3 | $6.93M | Sell |
13,711
-257
| -2% | -$130K | 0.44% | 56 |
|
|
2022
Q2 | $7.18M | Sell |
13,968
-155
| -1% | -$79.6K | 0.43% | 57 |
|
|
2022
Q1 | $7.2M | Sell |
14,123
-65
| -0.5% | -$33.2K | 0.37% | 64 |
|
|
2021
Q4 | $7.12M | Buy |
14,188
+198
| +1% | +$99.4K | 0.34% | 69 |
|
|
2021
Q3 | $5.47M | Sell |
13,990
-15
| -0.1% | -$5.86K | 0.29% | 88 |
|
|
2021
Q2 | $5.61M | Buy |
14,005
+8
| +0.1% | +$3.2K | 0.3% | 85 |
|
|
2021
Q1 | $5.21M | Sell |
13,997
-212
| -1% | -$78.9K | 0.3% | 83 |
|
|
2020
Q4 | $4.98M | Buy |
14,209
+295
| +2% | +$103K | 0.3% | 83 |
|
|
2020
Q3 | $4.34M | Sell |
13,914
-722
| -5% | -$225K | 0.3% | 83 |
|
|
2020
Q2 | $4.32M | Buy |
14,636
+340
| +2% | +$100K | 0.32% | 78 |
|
|
2020
Q1 | $3.57M | Sell |
14,296
-884
| -6% | -$220K | 0.32% | 79 |
|
|
2019
Q4 | $4.46M | Sell |
15,180
-44
| -0.3% | -$12.9K | 0.32% | 80 |
|
|
2019
Q3 | $3.31M | Sell |
15,224
-380
| -2% | -$82.6K | 0.26% | 93 |
|
|
2019
Q2 | $3.81M | Buy |
15,604
+2,662
| +21% | +$649K | 0.31% | 85 |
|
|
2019
Q1 | $3.2M | Sell |
12,942
-50
| -0.4% | -$12.4K | 0.27% | 95 |
|
|
2018
Q4 | $3.24M | Buy |
12,992
+55
| +0.4% | +$13.7K | 0.31% | 84 |
|
|
2018
Q3 | $3.44M | Sell |
12,937
-25
| -0.2% | -$6.65K | 0.28% | 93 |
|
|
2018
Q2 | $3.18M | Sell |
12,962
-279
| -2% | -$68.4K | 0.28% | 95 |
|
|
2018
Q1 | $2.83M | Buy |
13,241
+760
| +6% | +$163K | 0.25% | 106 |
|
|
2017
Q4 | $2.75M | Sell |
12,481
-306
| -2% | -$67.4K | 0.25% | 106 |
|
|
2017
Q3 | $2.5M | Sell |
12,787
-155
| -1% | -$30.4K | 0.24% | 116 |
|
|
2017
Q2 | $2.4M | Buy |
12,942
+155
| +1% | +$28.7K | 0.24% | 118 |
|
|
2017
Q1 | $2.1M | Buy |
12,787
+1,134
| +10% | +$186K | 0.21% | 136 |
|
|
2016
Q4 | $1.87M | Buy |
11,653
+77
| +0.7% | +$12.3K | 0.19% | 144 |
|
|
2016
Q3 | $1.62M | Hold |
11,576
| – | – | 0.17% | 155 |
|
|
2016
Q2 | $1.64M | Sell |
11,576
-332
| -3% | -$46.9K | 0.19% | 144 |
|
|
2016
Q1 | $1.54M | Hold |
11,908
| – | – | 0.18% | 145 |
|
|
2015
Q4 | $1.4M | Buy |
11,908
+317
| +3% | +$37.3K | 0.16% | 148 |
|
|
2015
Q3 | $1.34M | Hold |
11,591
| – | – | 0.16% | 146 |
|
|
2015
Q2 | $1.41M | Buy |
11,591
+114
| +1% | +$13.9K | 0.16% | 147 |
|
|
2015
Q1 | $1.36M | Buy |
11,477
+10,711
| +1,398% | +$1.27M | 0.16% | 150 |
|
|
2014
Q4 | $77K | Buy |
766
+59
| +8% | +$5.93K | 0.01% | 357 |
|
|
2014
Q3 | $61K | Hold |
707
| – | – | 0.01% | 387 |
|
|
2014
Q2 | $58K | Buy |
707
+154
| +28% | +$12.6K | 0.01% | 401 |
|
|
2014
Q1 | $46K | Buy |
553
+21
| +4% | +$1.75K | 0.01% | 384 |
|
|
2013
Q4 | $40K | Sell |
532
-325
| -38% | -$24.4K | 0.01% | 393 |
|
|
2013
Q3 | $61K | Hold |
857
| – | – | 0.01% | 345 |
|
|
2013
Q2 | $56K | Buy |
+857
| New | +$56K | 0.01% | 338 |
|