Security National 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 | $1.94M | Sell |
6,213
-11,065
| -64% | -$3.45M | 0.34% | 55 |
|
|
2025
Q1 | $9.05M | Buy |
17,278
+124
| +0.7% | +$64.9K | 1.71% | 14 |
|
|
2024
Q4 | $8.68M | Sell |
17,154
-225
| -1% | -$114K | 1.24% | 17 |
|
|
2024
Q3 | $10.2M | Sell |
17,379
-48
| -0.3% | -$28.1K | 1.38% | 16 |
|
|
2024
Q2 | $8.87M | Buy |
17,427
+50
| +0.3% | +$25.5K | 1.29% | 17 |
|
|
2024
Q1 | $8.6M | Buy |
17,377
+192
| +1% | +$95K | 1.3% | 19 |
|
|
2023
Q4 | $9.05M | Buy |
17,185
+142
| +0.8% | +$74.8K | 2.04% | 14 |
|
|
2023
Q3 | $8.69M | Sell |
17,043
-296
| -2% | -$151K | 2.44% | 11 |
|
|
2023
Q2 | $8.33M | Sell |
17,339
-609
| -3% | -$293K | 2.12% | 12 |
|
|
2023
Q1 | $8.48M | Sell |
17,948
-1,303
| -7% | -$616K | 2.26% | 9 |
|
|
2022
Q4 | $10.2M | Sell |
19,251
-1,038
| -5% | -$550K | 2.75% | 7 |
|
|
2022
Q3 | $10.2M | Sell |
20,289
-499
| -2% | -$252K | 2.86% | 8 |
|
|
2022
Q2 | $10.7M | Sell |
20,788
-477
| -2% | -$245K | 2.97% | 6 |
|
|
2022
Q1 | $10.8M | Buy |
21,265
+135
| +0.6% | +$68.8K | 2.48% | 9 |
|
|
2021
Q4 | $10.6M | Sell |
21,130
-232
| -1% | -$116K | 2.4% | 10 |
|
|
2021
Q3 | $8.35M | Buy |
21,362
+1,293
| +6% | +$505K | 2.09% | 13 |
|
|
2021
Q2 | $8.04M | Buy |
20,069
+413
| +2% | +$165K | 2.12% | 16 |
|
|
2021
Q1 | $7.31M | Buy |
19,656
+697
| +4% | +$259K | 2.15% | 17 |
|
|
2020
Q4 | $6.65M | Buy |
18,959
+3
| +0% | +$1.05K | 2.11% | 20 |
|
|
2020
Q3 | $5.91M | Buy |
18,956
+1,189
| +7% | +$371K | 2.06% | 18 |
|
|
2020
Q2 | $5.24M | Buy |
17,767
+960
| +6% | +$283K | 2.16% | 17 |
|
|
2020
Q1 | $4.19M | Buy |
16,807
+1,774
| +12% | +$442K | 2.2% | 19 |
|
|
2019
Q4 | $4.42M | Sell |
15,033
-71
| -0.5% | -$20.9K | 1.97% | 21 |
|
|
2019
Q3 | $3.28M | Buy |
15,104
+720
| +5% | +$156K | 1.55% | 26 |
|
|
2019
Q2 | $3.51M | Buy |
14,384
+585
| +4% | +$143K | 1.73% | 25 |
|
|
2019
Q1 | $3.41M | Buy |
13,799
+1,469
| +12% | +$363K | 1.77% | 25 |
|
|
2018
Q4 | $3.07M | Buy |
12,330
+1,632
| +15% | +$407K | 1.92% | 23 |
|
|
2018
Q3 | $2.85M | Buy |
10,698
+423
| +4% | +$113K | 1.57% | 26 |
|
|
2018
Q2 | $2.52M | Buy |
10,275
+509
| +5% | +$125K | 1.6% | 29 |
|
|
2018
Q1 | $2.09M | Buy |
9,766
+778
| +9% | +$166K | 1.4% | 30 |
|
|
2017
Q4 | $1.98M | Buy |
+8,988
| New | +$1.98M | 1.29% | 36 |
|