Trillium Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $20.3M | Sell |
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|
2024
Q3 | $23.7M | Buy |
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|
2024
Q2 | $20.5M | Sell |
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|
2024
Q1 | $19.9M | Buy |
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|
2023
Q4 | $21.1M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $13.7M | Sell |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $919K | Buy |
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|
2021
Q2 | $885K | Buy |
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|
2021
Q1 | $622K | Sell |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $477K | Sell |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $780K | Buy |
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|
2019
Q2 | $457K | Buy |
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|
2019
Q1 | $404K | Buy |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $417K | Buy |
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|
2018
Q2 | $364K | Sell |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $361K | Hold |
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|
2017
Q3 | $321K | Hold |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $315K | Sell |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $332K | Sell |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $657K | Sell |
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|
2015
Q3 | $1.16M | Sell |
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|
2015
Q2 | $1.4M | Sell |
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|
2015
Q1 | $1.58M | Sell |
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|
2014
Q4 | $16.4M | Sell |
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|
2014
Q3 | $14.6M | Sell |
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|
2014
Q2 | $13.9M | Buy |
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|
2014
Q1 | $13.5M | Buy |
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|
2013
Q4 | $12.1M | Buy |
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|
2013
Q3 | $11.3M | Sell |
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|
2013
Q2 | $10.5M | Buy |
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