Tompkins Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Sell |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $855K | Hold |
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|
2024
Q1 | $830K | Hold |
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|
2023
Q4 | $883K | Hold |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $762K | Sell |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $94K | Sell |
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|
2020
Q3 | $954K | Buy |
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|
2020
Q2 | $890K | Sell |
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|
2020
Q1 | $765K | Hold |
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|
2019
Q4 | $901K | Sell |
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|
2019
Q3 | $833K | Hold |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $1.05M | Hold |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $941K | Buy |
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|
2017
Q2 | $862K | Sell |
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|
2017
Q1 | $766K | Hold |
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|
2016
Q4 | $748K | Sell |
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|
2016
Q3 | $723K | Sell |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $917K | Sell |
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|
2015
Q4 | $844K | Buy |
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|
2015
Q3 | $775K | Buy |
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|
2015
Q2 | $646K | Sell |
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|
2015
Q1 | $638K | Buy |
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|
2014
Q4 | $517K | Buy |
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|
2014
Q3 | $406K | Hold |
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|
2014
Q2 | $385K | Hold |
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|
2014
Q1 | $386K | Hold |
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|
2013
Q4 | $354K | Buy |
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|
2013
Q3 | $306K | Buy |
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|
2013
Q2 | $258K | Buy |
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