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Trust Company’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.5K Sell
53
-1,350
-96% -$421K ﹤0.01% 288
2025
Q1
$735K Buy
1,403
+722
+106% +$378K 0.09% 70
2024
Q4
$344K Sell
681
-113
-14% -$57.2K 0.04% 113
2024
Q3
$464K Sell
794
-180
-18% -$105K 0.06% 93
2024
Q2
$496K Buy
974
+613
+170% +$312K 0.06% 84
2024
Q1
$179K Sell
361
-493
-58% -$244K 0.02% 128
2023
Q4
$450K Buy
854
+438
+105% +$231K 0.06% 88
2023
Q3
$210K Buy
416
+381
+1,089% +$192K 0.03% 123
2023
Q2
$16.8K Hold
35
﹤0.01% 251
2023
Q1
$16.5K Hold
35
﹤0.01% 241
2022
Q4
$19K Sell
35
-63
-64% -$34.2K ﹤0.01% 228
2022
Q3
$49K Hold
98
0.01% 182
2022
Q2
$50K Hold
98
0.01% 188
2022
Q1
$50K Hold
98
0.01% 197
2021
Q4
$49K Hold
98
0.01% 177
2021
Q3
$38K Sell
98
-23
-19% -$8.92K 0.01% 187
2021
Q2
$48K Sell
121
-1,313
-92% -$521K 0.03% 170
2021
Q1
$534K Sell
1,434
-892
-38% -$332K 0.38% 64
2020
Q4
$816K Sell
2,326
-84
-3% -$29.5K 0.64% 48
2020
Q3
$751K Sell
2,410
-29
-1% -$9.04K 0.63% 50
2020
Q2
$719K Buy
2,439
+963
+65% +$284K 0.68% 46
2020
Q1
$368K Sell
1,476
-9
-0.6% -$2.24K 0.41% 55
2019
Q4
$437K Buy
1,485
+104
+8% +$30.6K 0.38% 58
2019
Q3
$300K Buy
1,381
+642
+87% +$139K 0.28% 68
2019
Q2
$180K Buy
739
+657
+801% +$160K 0.17% 90
2019
Q1
$20K Hold
82
0.01% 232
2018
Q4
$20K Hold
82
0.01% 211
2018
Q3
$22K Buy
82
+45
+122% +$12.1K 0.01% 217
2018
Q2
$9K Hold
37
﹤0.01% 279
2018
Q1
$8K Hold
37
﹤0.01% 290
2017
Q4
$8K Buy
+37
New +$8K ﹤0.01% 304
2017
Q3
Sell
-125
Closed -$23K 326
2017
Q2
$23K Sell
125
-225
-64% -$41.4K 0.01% 208
2017
Q1
$57K Buy
350
+55
+19% +$8.96K 0.03% 173
2016
Q4
$47K Hold
295
0.02% 178
2016
Q3
$41K Hold
295
0.02% 195
2016
Q2
$42K Hold
295
0.02% 187
2016
Q1
$38K Sell
295
-47
-14% -$6.05K 0.02% 183
2015
Q4
$40.2K Sell
342
-214
-38% -$25.2K 0.02% 178
2015
Q3
$65K Buy
556
+8
+1% +$935 0.04% 153
2015
Q2
$67K Buy
548
+501
+1,066% +$61.3K 0.04% 168
2015
Q1
$6K Buy
+47
New +$6K ﹤0.01% 259