Stewart & Patten Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $18.8M | Buy |
38,054
+594
| +2% | +$302K | 2.81% | 16 |
|
|
2023
Q4 | $19.7M | Sell |
37,460
-528
| -1% | -$282K | 3.08% | 14 |
|
|
2023
Q3 | $19.2M | Buy |
37,988
+37
| +0.1% | +$18.2K | 3.33% | 11 |
|
|
2023
Q2 | $18.2M | Sell |
37,951
-12
| -0% | -$5.87K | 2.98% | 17 |
|
|
2023
Q1 | $17.9M | Buy |
37,963
+652
| +2% | +$315K | 3.04% | 17 |
|
|
2022
Q4 | $19.8M | Sell |
37,311
-647
| -2% | -$343K | 3.44% | 13 |
|
|
2022
Q3 | $19.2M | Sell |
37,958
-814
| -2% | -$428K | 3.69% | 11 |
|
|
2022
Q2 | $19.9M | Sell |
38,772
-649
| -2% | -$326K | 3.64% | 11 |
|
|
2022
Q1 | $20.1M | Sell |
39,421
-505
| -1% | -$244K | 3.23% | 14 |
|
|
2021
Q4 | $20M | Buy |
39,926
+98
| +0.2% | +$44.4K | 2.99% | 15 |
|
|
2021
Q3 | $15.6M | Buy |
39,828
+503
| +1% | +$208K | 2.54% | 19 |
|
|
2021
Q2 | $15.7M | Buy |
39,325
+142
| +0.4% | +$56.6K | 2.51% | 19 |
|
|
2021
Q1 | $14.6M | Sell |
39,183
-521
| -1% | -$181K | 2.37% | 21 |
|
|
2020
Q4 | $13.9M | Buy |
39,704
+192
| +0.5% | +$64.4K | 2.34% | 20 |
|
|
2020
Q3 | $12.3M | Sell |
39,512
-148
| -0.4% | -$45.5K | 2.22% | 21 |
|
|
2020
Q2 | $11.7M | Buy |
39,660
+103
| +0.3% | +$29.5K | 2.22% | 19 |
|
|
2020
Q1 | $9.87M | Buy |
39,557
+241
| +0.6% | +$66.3K | 2.15% | 21 |
|
|
2019
Q4 | $11.6M | Buy |
39,316
+583
| +2% | +$153K | 1.95% | 24 |
|
|
2019
Q3 | $8.42M | Buy |
38,733
+1,794
| +5% | +$433K | 1.47% | 26 |
|
|
2019
Q2 | $9.01M | Buy |
36,939
+4,213
| +13% | +$1.01M | 1.62% | 27 |
|
|
2019
Q1 | $8.09M | Buy |
32,726
+3,811
| +13% | +$972K | 1.48% | 29 |
|
|
2018
Q4 | $7.2M | Buy |
28,915
+5,635
| +24% | +$1.49M | 1.48% | 28 |
|
|
2018
Q3 | $6.19M | Buy |
23,280
+3,341
| +17% | +$869K | 1.13% | 33 |
|
|
2018
Q2 | $4.89M | Buy |
19,939
+7,670
| +63% | +$1.84M | 0.93% | 32 |
|
|
2018
Q1 | $2.63M | Buy |
12,269
+6,497
| +113% | +$1.48M | 0.51% | 33 |
|
|
2017
Q4 | $1.27M | Buy |
5,772
+2,952
| +105% | +$626K | 0.23% | 44 |
|
|
2017
Q3 | $552K | Hold |
2,820
| – | – | 0.1% | 66 |
|
|
2017
Q2 | $523K | Sell |
2,820
-105
| -4% | -$18.4K | 0.1% | 69 |
|
|
2017
Q1 | $480K | Buy |
+2,925
| New | +$479K | 0.09% | 70 |
|
Other funds holding UNH
