Trust Company of the South’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
2,489
+76
| +3% | +$23.7K | 0.14% | 56 |
|
|
2025
Q1 | $1.26M | Buy |
2,413
+31
| +1% | +$16.2K | 0.26% | 42 |
|
|
2024
Q4 | $1.2M | Sell |
2,382
-204
| -8% | -$103K | 0.25% | 45 |
|
|
2024
Q3 | $1.51M | Buy |
2,586
+478
| +23% | +$279K | 0.32% | 32 |
|
|
2024
Q2 | $1.07M | Hold |
2,108
| – | – | 0.25% | 40 |
|
|
2024
Q1 | $1.04M | Sell |
2,108
-1,243
| -37% | -$615K | 0.24% | 41 |
|
|
2023
Q4 | $1.76M | Buy |
+3,351
| New | +$1.76M | 0.47% | 24 |
|