TCOT
Trust Company of Toledo’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
5,426
-350
| -6% | -$109K | 0.19% | 112 |
|
|
2025
Q1 | $3.03M | Sell |
5,776
-48
| -0.8% | -$25.1K | 0.4% | 60 |
|
|
2024
Q4 | $2.95M | Buy |
5,824
+170
| +3% | +$86K | 0.39% | 64 |
|
|
2024
Q3 | $3.31M | Sell |
5,654
-21
| -0.4% | -$12.3K | 0.45% | 57 |
|
|
2024
Q2 | $2.89M | Buy |
5,675
+499
| +10% | +$254K | 0.42% | 59 |
|
|
2024
Q1 | $2.56M | Sell |
5,176
-40
| -0.8% | -$19.8K | 0.4% | 64 |
|
|
2023
Q4 | $2.75M | Buy |
5,216
+651
| +14% | +$343K | 0.47% | 58 |
|
|
2023
Q3 | $2.3M | Buy |
4,565
+1,290
| +39% | +$650K | 0.45% | 61 |
|
|
2023
Q2 | $1.57M | Buy |
3,275
+198
| +6% | +$95.2K | 0.27% | 84 |
|
|
2023
Q1 | $1.45M | Sell |
3,077
-24
| -0.8% | -$11.3K | 0.26% | 86 |
|
|
2022
Q4 | $1.64K | Buy |
3,101
+86
| +3% | +$46 | 0.31% | 77 |
|
|
2022
Q3 | $1.52M | Buy |
3,015
+45
| +2% | +$22.7K | 0.3% | 76 |
|
|
2022
Q2 | $1.53M | Buy |
2,970
+25
| +0.8% | +$12.8K | 0.27% | 87 |
|
|
2022
Q1 | $1.5M | Sell |
2,945
-22
| -0.7% | -$11.2K | 0.23% | 93 |
|
|
2021
Q4 | $1.49M | Sell |
2,967
-46
| -2% | -$23.1K | 0.22% | 93 |
|
|
2021
Q3 | $1.18M | Buy |
3,013
+746
| +33% | +$291K | 0.19% | 102 |
|
|
2021
Q2 | $908K | Hold |
2,267
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $843K | Hold |
2,267
| – | – | 0.15% | 114 |
|
|
2020
Q4 | $795K | Buy |
2,267
+138
| +6% | +$48.4K | 0.15% | 113 |
|
|
2020
Q3 | $664K | Hold |
2,129
| – | – | 0.15% | 108 |
|
|
2020
Q2 | $628K | Hold |
2,129
| – | – | 0.15% | 110 |
|
|
2020
Q1 | $531K | Hold |
2,129
| – | – | 0.15% | 108 |
|
|
2019
Q4 | $626K | Hold |
2,129
| – | – | 0.15% | 110 |
|
|
2019
Q3 | $463K | Hold |
2,129
| – | – | 0.11% | 128 |
|
|
2019
Q2 | $519K | Sell |
2,129
-100
| -4% | -$24.4K | 0.13% | 120 |
|
|
2019
Q1 | $551K | Hold |
2,229
| – | – | 0.14% | 114 |
|
|
2018
Q4 | $555K | Buy |
2,229
+137
| +7% | +$34.1K | 0.16% | 115 |
|
|
2018
Q3 | $557K | Sell |
2,092
-100
| -5% | -$26.6K | 0.14% | 117 |
|
|
2018
Q2 | $538K | Hold |
2,192
| – | – | 0.14% | 114 |
|
|
2018
Q1 | $469K | Hold |
2,192
| – | – | 0.12% | 123 |
|
|
2017
Q4 | $483K | Sell |
2,192
-277
| -11% | -$61K | 0.12% | 130 |
|
|
2017
Q3 | $484K | Hold |
2,469
| – | – | 0.12% | 127 |
|
|
2017
Q2 | $458K | Sell |
2,469
-75
| -3% | -$13.9K | 0.12% | 131 |
|
|
2017
Q1 | $417K | Hold |
2,544
| – | – | 0.11% | 133 |
|
|
2016
Q4 | $407K | Hold |
2,544
| – | – | 0.11% | 132 |
|
|
2016
Q3 | $356K | Buy |
2,544
+225
| +10% | +$31.5K | 0.1% | 135 |
|
|
2016
Q2 | $327K | Hold |
2,319
| – | – | 0.09% | 140 |
|
|
2016
Q1 | $299K | Hold |
2,319
| – | – | 0.09% | 142 |
|
|
2015
Q4 | $273K | Sell |
2,319
-477
| -17% | -$56.2K | 0.08% | 148 |
|
|
2015
Q3 | $324K | Buy |
2,796
+477
| +21% | +$55.3K | 0.1% | 142 |
|
|
2015
Q2 | $283K | Hold |
2,319
| – | – | 0.08% | 158 |
|
|
2015
Q1 | $274K | Hold |
2,319
| – | – | 0.08% | 157 |
|
|
2014
Q4 | $234K | Buy |
+2,319
| New | +$234K | 0.07% | 165 |
|
|
2014
Q1 | – | Sell |
-7,924
| Closed | -$597K | – | 189 |
|
|
2013
Q4 | $597K | Hold |
7,924
| – | – | 0.19% | 119 |
|
|
2013
Q3 | $567K | Sell |
7,924
-168
| -2% | -$12K | 0.2% | 114 |
|
|
2013
Q2 | $530K | Buy |
+8,092
| New | +$530K | 0.2% | 113 |
|