Somerset 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 | $2M | Sell |
6,425
-558
| -8% | -$174K | 0.65% | 46 |
|
|
2025
Q1 | $3.66M | Buy |
6,983
+410
| +6% | +$215K | 1.3% | 32 |
|
|
2024
Q4 | $3.33M | Buy |
6,573
+310
| +5% | +$157K | 1.25% | 32 |
|
|
2024
Q3 | $3.66M | Sell |
6,263
-36
| -0.6% | -$21K | 1.37% | 29 |
|
|
2024
Q2 | $3.21M | Buy |
6,299
+85
| +1% | +$43.3K | 1.32% | 31 |
|
|
2024
Q1 | $3.07M | Buy |
6,214
+532
| +9% | +$263K | 1.25% | 34 |
|
|
2023
Q4 | $2.99M | Buy |
5,682
+87
| +2% | +$45.8K | 1.31% | 32 |
|
|
2023
Q3 | $2.82M | Sell |
5,595
-9
| -0.2% | -$4.54K | 1.29% | 30 |
|
|
2023
Q2 | $2.69M | Sell |
5,604
-147
| -3% | -$70.7K | 1.16% | 35 |
|
|
2023
Q1 | $2.72M | Sell |
5,751
-55
| -0.9% | -$26K | 1.18% | 35 |
|
|
2022
Q4 | $3.08M | Sell |
5,806
-14
| -0.2% | -$7.42K | 1.29% | 34 |
|
|
2022
Q3 | $2.94M | Buy |
5,820
+76
| +1% | +$38.4K | 1.37% | 31 |
|
|
2022
Q2 | $2.95M | Buy |
5,744
+122
| +2% | +$62.7K | 1.29% | 33 |
|
|
2022
Q1 | $2.87M | Buy |
5,622
+29
| +0.5% | +$14.8K | 1.11% | 39 |
|
|
2021
Q4 | $2.81M | Buy |
5,593
+340
| +6% | +$171K | 1.02% | 40 |
|
|
2021
Q3 | $2.05M | Sell |
5,253
-97
| -2% | -$37.9K | 0.84% | 46 |
|
|
2021
Q2 | $2.14M | Buy |
5,350
+69
| +1% | +$27.6K | 0.87% | 45 |
|
|
2021
Q1 | $1.96M | Buy |
5,281
+172
| +3% | +$64K | 0.85% | 44 |
|
|
2020
Q4 | $1.79M | Sell |
5,109
-27
| -0.5% | -$9.47K | 0.81% | 46 |
|
|
2020
Q3 | $1.6M | Buy |
5,136
+121
| +2% | +$37.7K | 0.81% | 47 |
|
|
2020
Q2 | $1.48M | Buy |
+5,015
| New | +$1.48M | 0.79% | 48 |
|