Sentinel 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 | $1.52M | Sell |
4,885
-813
| -14% | -$254K | 0.17% | 60 |
|
|
2025
Q1 | $2.98M | Sell |
5,698
-253
| -4% | -$132K | 0.35% | 38 |
|
|
2024
Q4 | $3.01M | Buy |
5,951
+261
| +5% | +$132K | 0.35% | 38 |
|
|
2024
Q3 | $3.33M | Hold |
5,690
| – | – | 0.38% | 38 |
|
|
2024
Q2 | $2.9M | Hold |
5,690
| – | – | 0.36% | 43 |
|
|
2024
Q1 | $2.82M | Hold |
5,690
| – | – | 0.36% | 43 |
|
|
2023
Q4 | $3M | Hold |
5,690
| – | – | 0.39% | 38 |
|
|
2023
Q3 | $2.87M | Buy |
5,690
+140
| +3% | +$70.6K | 0.41% | 39 |
|
|
2023
Q2 | $2.67M | Buy |
5,550
+4,500
| +429% | +$2.16M | 0.36% | 40 |
|
|
2023
Q1 | $496K | Buy |
+1,050
| New | +$496K | 0.07% | 100 |
|
|
2022
Q1 | – | Sell |
-2,100
| Closed | -$1.05M | – | 182 |
|
|
2021
Q4 | $1.05M | Buy |
+2,100
| New | +$1.05M | 0.13% | 55 |
|
|
2016
Q1 | – | Sell |
-1,778
| Closed | -$209K | – | 153 |
|
|
2015
Q4 | $209K | Sell |
1,778
-206
| -10% | -$24.2K | 0.03% | 126 |
|
|
2015
Q3 | $230K | Sell |
1,984
-40
| -2% | -$4.64K | 0.03% | 124 |
|
|
2015
Q2 | $247K | Sell |
2,024
-248
| -11% | -$30.3K | 0.07% | 137 |
|
|
2015
Q1 | $269K | Sell |
2,272
-10
| -0.4% | -$1.18K | 0.07% | 125 |
|
|
2014
Q4 | $231K | Sell |
2,282
-12,430
| -84% | -$1.26M | 0.07% | 128 |
|
|
2014
Q3 | $1.27M | Sell |
14,712
-20
| -0.1% | -$1.73K | 0.33% | 80 |
|
|
2014
Q2 | $1.21M | Buy |
14,732
+230
| +2% | +$18.8K | 0.31% | 78 |
|
|
2014
Q1 | $1.19M | Hold |
14,502
| – | – | 0.33% | 79 |
|
|
2013
Q4 | $1.09M | Buy |
+14,502
| New | +$1.09M | 0.3% | 87 |
|