Trustmark National Bank Trust Department’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,904
| Closed | -$1.52M | – | 297 |
|
|
2025
Q1 | $1.52M | Buy |
2,904
+256
| +10% | +$134K | 0.11% | 123 |
|
|
2024
Q4 | $1.34M | Sell |
2,648
-1,196
| -31% | -$605K | 0.1% | 129 |
|
|
2024
Q3 | $2.25M | Buy |
3,844
+1,816
| +90% | +$1.06M | 0.17% | 98 |
|
|
2024
Q2 | $1.03M | Sell |
2,028
-513
| -20% | -$261K | 0.08% | 153 |
|
|
2024
Q1 | $1.26M | Buy |
2,541
+938
| +59% | +$464K | 0.1% | 144 |
|
|
2023
Q4 | $844K | Buy |
1,603
+18
| +1% | +$9.48K | 0.08% | 157 |
|
|
2023
Q3 | $799K | Sell |
1,585
-75
| -5% | -$37.8K | 0.08% | 153 |
|
|
2023
Q2 | $798K | Sell |
1,660
-921
| -36% | -$443K | 0.07% | 153 |
|
|
2023
Q1 | $1.22M | Sell |
2,581
-2,242
| -46% | -$1.06M | 0.11% | 136 |
|
|
2022
Q4 | $2.56M | Sell |
4,823
-5
| -0.1% | -$2.65K | 0.24% | 84 |
|
|
2022
Q3 | $2.44M | Sell |
4,828
-135
| -3% | -$68.2K | 0.23% | 78 |
|
|
2022
Q2 | $2.55M | Buy |
4,963
+54
| +1% | +$27.7K | 0.23% | 81 |
|
|
2022
Q1 | $2.5M | Buy |
4,909
+1,291
| +36% | +$658K | 0.2% | 96 |
|
|
2021
Q4 | $1.82M | Buy |
3,618
+110
| +3% | +$55.2K | 0.14% | 117 |
|
|
2021
Q3 | $1.37M | Buy |
3,508
+36
| +1% | +$14.1K | 0.11% | 130 |
|
|
2021
Q2 | $1.39M | Sell |
3,472
-45
| -1% | -$18K | 0.11% | 129 |
|
|
2021
Q1 | $1.31M | Sell |
3,517
-96
| -3% | -$35.7K | 0.11% | 132 |
|
|
2020
Q4 | $1.27M | Sell |
3,613
-408
| -10% | -$143K | 0.12% | 118 |
|
|
2020
Q3 | $1.25M | Buy |
4,021
+71
| +2% | +$22.1K | 0.13% | 110 |
|
|
2020
Q2 | $1.17M | Buy |
3,950
+1,402
| +55% | +$414K | 0.12% | 112 |
|
|
2020
Q1 | $636K | Sell |
2,548
-128
| -5% | -$32K | 0.08% | 136 |
|
|
2019
Q4 | $787K | Sell |
2,676
-830
| -24% | -$244K | 0.07% | 134 |
|
|
2019
Q3 | $762K | Sell |
3,506
-243
| -6% | -$52.8K | 0.07% | 138 |
|
|
2019
Q2 | $914K | Sell |
3,749
-1,679
| -31% | -$409K | 0.09% | 125 |
|
|
2019
Q1 | $1.34M | Sell |
5,428
-155
| -3% | -$38.3K | 0.14% | 103 |
|
|
2018
Q4 | $1.39M | Buy |
5,583
+667
| +14% | +$166K | 0.16% | 95 |
|
|
2018
Q3 | $1.31M | Sell |
4,916
-577
| -11% | -$154K | 0.13% | 110 |
|
|
2018
Q2 | $1.35M | Sell |
5,493
-244
| -4% | -$59.9K | 0.16% | 105 |
|
|
2018
Q1 | $1.23M | Sell |
5,737
-199
| -3% | -$42.6K | 0.13% | 114 |
|
|
2017
Q4 | $1.31M | Buy |
5,936
+882
| +17% | +$194K | 0.14% | 120 |
|
|
2017
Q3 | $990K | Sell |
5,054
-14,012
| -73% | -$2.74M | 0.11% | 130 |
|
|
2017
Q2 | $3.54M | Buy |
19,066
+1,627
| +9% | +$302K | 0.41% | 59 |
|
|
2017
Q1 | $2.86M | Sell |
17,439
-3,155
| -15% | -$518K | 0.34% | 72 |
|
|
2016
Q4 | $3.3M | Buy |
20,594
+380
| +2% | +$60.8K | 0.44% | 53 |
|
|
2016
Q3 | $2.83M | Buy |
20,214
+659
| +3% | +$92.3K | 0.35% | 73 |
|
|
2016
Q2 | $2.76M | Buy |
19,555
+578
| +3% | +$81.6K | 0.36% | 67 |
|
|
2016
Q1 | $2.45M | Sell |
18,977
-5,748
| -23% | -$741K | 0.33% | 71 |
|
|
2015
Q4 | $2.91M | Sell |
24,725
-349
| -1% | -$41K | 0.4% | 61 |
|
|
2015
Q3 | $2.91M | Buy |
25,074
+1,547
| +7% | +$180K | 0.41% | 57 |
|
|
2015
Q2 | $2.87M | Sell |
23,527
-155
| -0.7% | -$18.9K | 0.38% | 60 |
|
|
2015
Q1 | $2.8M | Hold |
23,682
| – | – | 0.37% | 62 |
|
|
2014
Q4 | $2.39M | Sell |
23,682
-3,200
| -12% | -$323K | 0.33% | 72 |
|
|
2014
Q3 | $2.32M | Hold |
26,882
| – | – | 0.33% | 68 |
|
|
2014
Q2 | $2.2M | Sell |
26,882
-4,000
| -13% | -$327K | 0.25% | 78 |
|
|
2014
Q1 | $2.53M | Buy |
30,882
+1,041
| +3% | +$85.4K | 0.29% | 62 |
|
|
2013
Q4 | $2.25M | Buy |
29,841
+31
| +0.1% | +$2.33K | 0.27% | 73 |
|
|
2013
Q3 | $2.13M | Buy |
29,810
+150
| +0.5% | +$10.7K | 0.27% | 70 |
|
|
2013
Q2 | $1.94M | Buy |
+29,660
| New | +$1.94M | 0.25% | 76 |
|