Spinnaker 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 | $6.61M | Buy |
21,176
+6,873
| +48% | +$2.14M | 0.4% | 59 |
|
|
2025
Q1 | $7.49M | Buy |
14,303
+134
| +0.9% | +$70.2K | 0.49% | 47 |
|
|
2024
Q4 | $7.17M | Buy |
14,169
+23
| +0.2% | +$11.6K | 0.45% | 54 |
|
|
2024
Q3 | $8.27M | Sell |
14,146
-518
| -4% | -$303K | 0.51% | 49 |
|
|
2024
Q2 | $7.47M | Buy |
14,664
+427
| +3% | +$217K | 0.48% | 51 |
|
|
2024
Q1 | $7.04M | Buy |
14,237
+840
| +6% | +$416K | 0.45% | 58 |
|
|
2023
Q4 | $7.05M | Buy |
13,397
+495
| +4% | +$261K | 0.48% | 51 |
|
|
2023
Q3 | $6.51M | Sell |
12,902
-692
| -5% | -$349K | 0.49% | 48 |
|
|
2023
Q2 | $6.53M | Sell |
13,594
-9
| -0.1% | -$4.33K | 0.47% | 54 |
|
|
2023
Q1 | $6.43M | Sell |
13,603
-1,011
| -7% | -$478K | 0.49% | 52 |
|
|
2022
Q4 | $7.75M | Buy |
14,614
+203
| +1% | +$108K | 0.6% | 46 |
|
|
2022
Q3 | $7.28M | Sell |
14,411
-850
| -6% | -$429K | 0.6% | 39 |
|
|
2022
Q2 | $7.84M | Buy |
15,261
+363
| +2% | +$186K | 0.6% | 40 |
|
|
2022
Q1 | $7.6M | Sell |
14,898
-2,115
| -12% | -$1.08M | 0.51% | 47 |
|
|
2021
Q4 | $8.54M | Buy |
17,013
+20
| +0.1% | +$10K | 0.55% | 45 |
|
|
2021
Q3 | $6.64M | Buy |
16,993
+351
| +2% | +$137K | 0.46% | 52 |
|
|
2021
Q2 | $6.66M | Buy |
16,642
+195
| +1% | +$78.1K | 0.46% | 50 |
|
|
2021
Q1 | $6.12M | Buy |
16,447
+267
| +2% | +$99.3K | 0.46% | 52 |
|
|
2020
Q4 | $5.67M | Sell |
16,180
-157
| -1% | -$55K | 0.45% | 52 |
|
|
2020
Q3 | $5.09M | Buy |
16,337
+135
| +0.8% | +$42.1K | 0.45% | 53 |
|
|
2020
Q2 | $4.78M | Buy |
16,202
+409
| +3% | +$121K | 0.45% | 50 |
|
|
2020
Q1 | $3.94M | Buy |
15,793
+17
| +0.1% | +$4.24K | 0.43% | 56 |
|
|
2019
Q4 | $4.64M | Sell |
15,776
-667
| -4% | -$196K | 0.42% | 51 |
|
|
2019
Q3 | $3.57M | Buy |
16,443
+200
| +1% | +$43.4K | 0.35% | 60 |
|
|
2019
Q2 | $3.96M | Buy |
16,243
+1,570
| +11% | +$383K | 0.4% | 52 |
|
|
2019
Q1 | $3.63M | Buy |
14,673
+394
| +3% | +$97.4K | 0.36% | 58 |
|
|
2018
Q4 | $3.56M | Sell |
14,279
-1,496
| -9% | -$373K | 0.4% | 50 |
|
|
2018
Q3 | $4.2M | Sell |
15,775
-406
| -3% | -$108K | 0.41% | 46 |
|
|
2018
Q2 | $3.97M | Buy |
16,181
+326
| +2% | +$80K | 0.42% | 43 |
|
|
2018
Q1 | $3.39M | Buy |
15,855
+1,861
| +13% | +$398K | 0.37% | 45 |
|
|
2017
Q4 | $3.08M | Buy |
+13,994
| New | +$3.08M | 0.36% | 54 |
|