Trust Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,220
-221
| -6% | -$68.9K | 0.61% | 53 |
|
|
2025
Q1 | $1.8M | Buy |
3,441
+249
| +8% | +$130K | 1.16% | 26 |
|
|
2024
Q4 | $1.61M | Sell |
3,192
-119
| -4% | -$60.2K | 1.03% | 28 |
|
|
2024
Q3 | $1.94M | Sell |
3,311
-19
| -0.6% | -$11.1K | 1.23% | 21 |
|
|
2024
Q2 | $1.7M | Sell |
3,330
-9
| -0.3% | -$4.58K | 1.08% | 24 |
|
|
2024
Q1 | $1.65M | Sell |
3,339
-70
| -2% | -$34.6K | 1.19% | 24 |
|
|
2023
Q4 | $1.79M | Sell |
3,409
-52
| -2% | -$27.4K | 1.4% | 19 |
|
|
2023
Q3 | $1.74M | Sell |
3,461
-20
| -0.6% | -$10.1K | 1.5% | 10 |
|
|
2023
Q2 | $1.67M | Sell |
3,481
-1,179
| -25% | -$567K | 1.35% | 15 |
|
|
2023
Q1 | $2.2M | Buy |
4,660
+2
| +0% | +$945 | 1.97% | 6 |
|
|
2022
Q4 | $2.47M | Buy |
4,658
+16
| +0.3% | +$8.48K | 2.33% | 5 |
|
|
2022
Q3 | $2.34M | Sell |
4,642
-315
| -6% | -$159K | 2.45% | 4 |
|
|
2022
Q2 | $2.55M | Sell |
4,957
-27
| -0.5% | -$13.9K | 2.45% | 4 |
|
|
2022
Q1 | $2.54M | Sell |
4,984
-257
| -5% | -$131K | 2.07% | 6 |
|
|
2021
Q4 | $2.63M | Buy |
5,241
+283
| +6% | +$142K | 2.07% | 5 |
|
|
2021
Q3 | $1.94M | Sell |
4,958
-18
| -0.4% | -$7.03K | 1.73% | 10 |
|
|
2021
Q2 | $1.99M | Sell |
4,976
-1,298
| -21% | -$520K | 1.76% | 10 |
|
|
2021
Q1 | $2.33M | Sell |
6,274
-208
| -3% | -$77.4K | 2.29% | 7 |
|
|
2020
Q4 | $2.27M | Sell |
6,482
-15
| -0.2% | -$5.26K | 2.3% | 6 |
|
|
2020
Q3 | $2.03M | Sell |
6,497
-263
| -4% | -$82K | 2.35% | 6 |
|
|
2020
Q2 | $1.99M | Sell |
6,760
-118
| -2% | -$34.8K | 2.56% | 5 |
|
|
2020
Q1 | $1.72M | Buy |
6,878
+33
| +0.5% | +$8.23K | 2.84% | 5 |
|
|
2019
Q4 | $2.01M | Sell |
6,845
-165
| -2% | -$48.5K | 2.5% | 5 |
|
|
2019
Q3 | $1.52M | Sell |
7,010
-460
| -6% | -$99.9K | 1.97% | 9 |
|
|
2019
Q2 | $1.82M | Sell |
7,470
-850
| -10% | -$207K | 2.3% | 6 |
|
|
2019
Q1 | $2.06M | Sell |
8,320
-400
| -5% | -$98.9K | 2.42% | 6 |
|
|
2018
Q4 | $2.17M | Sell |
8,720
-240
| -3% | -$59.8K | 2.74% | 5 |
|
|
2018
Q3 | $2.38M | Buy |
8,960
+100
| +1% | +$26.6K | 2.45% | 5 |
|
|
2018
Q2 | $2.17M | Sell |
8,860
-200
| -2% | -$49.1K | 2.39% | 4 |
|
|
2018
Q1 | $1.94M | Sell |
9,060
-775
| -8% | -$166K | 2.23% | 5 |
|
|
2017
Q4 | $2.17M | Sell |
9,835
-300
| -3% | -$66.1K | 2.4% | 5 |
|
|
2017
Q3 | $1.99M | Sell |
10,135
-600
| -6% | -$118K | 2.24% | 5 |
|
|
2017
Q2 | $1.99M | Sell |
10,735
-300
| -3% | -$55.6K | 2.14% | 5 |
|
|
2017
Q1 | $1.81M | Sell |
11,035
-302
| -3% | -$49.5K | 1.95% | 5 |
|
|
2016
Q4 | $1.81M | Sell |
11,337
-500
| -4% | -$80K | 2.06% | 6 |
|
|
2016
Q3 | $1.66M | Sell |
11,837
-250
| -2% | -$35K | 1.88% | 6 |
|
|
2016
Q2 | $1.71M | Sell |
12,087
-421
| -3% | -$59.5K | 2.01% | 7 |
|
|
2016
Q1 | $1.61M | Buy |
12,508
+118
| +1% | +$15.2K | 1.82% | 9 |
|
|
2015
Q4 | $1.46M | Buy |
12,390
+100
| +0.8% | +$11.8K | 1.76% | 12 |
|
|
2015
Q3 | $1.43M | Sell |
12,290
-550
| -4% | -$63.8K | 1.62% | 13 |
|
|
2015
Q2 | $1.57M | Buy |
12,840
+4,455
| +53% | +$543K | 1.59% | 10 |
|
|
2015
Q1 | $992K | Sell |
8,385
-3,050
| -27% | -$361K | 0.99% | 51 |
|
|
2014
Q4 | $1.16M | Sell |
11,435
-6,750
| -37% | -$682K | 1.18% | 39 |
|
|
2014
Q3 | $1.57M | Sell |
18,185
-573
| -3% | -$49.4K | 1.51% | 15 |
|
|
2014
Q2 | $1.53M | Buy |
18,758
+873
| +5% | +$71.3K | 1.47% | 18 |
|
|
2014
Q1 | $1.47M | Sell |
17,885
-1,750
| -9% | -$143K | 1.47% | 16 |
|
|
2013
Q4 | $1.48M | Buy |
+19,635
| New | +$1.48M | 1.53% | 14 |
|