UB
UMB Bank’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.8M | Sell |
44,179
-42,928
| -49% | -$13.4M | 0.21% | 89 |
|
2025
Q1 | $45.6M | Sell |
87,107
-3,203
| -4% | -$1.68M | 0.75% | 32 |
|
2024
Q4 | $45.7M | Sell |
90,310
-3,081
| -3% | -$1.56M | 0.72% | 33 |
|
2024
Q3 | $54.6M | Buy |
93,391
+10,454
| +13% | +$6.11M | 0.85% | 28 |
|
2024
Q2 | $42.2M | Sell |
82,937
-22,837
| -22% | -$11.6M | 0.69% | 33 |
|
2024
Q1 | $52.3M | Sell |
105,774
-24,755
| -19% | -$12.2M | 0.83% | 30 |
|
2023
Q4 | $68.7M | Sell |
130,529
-9,415
| -7% | -$4.96M | 1% | 25 |
|
2023
Q3 | $70.6M | Sell |
139,944
-8,501
| -6% | -$4.29M | 1.13% | 21 |
|
2023
Q2 | $71.3M | Sell |
148,445
-397
| -0.3% | -$191K | 1.08% | 20 |
|
2023
Q1 | $70.3M | Buy |
148,842
+838
| +0.6% | +$396K | 1.13% | 16 |
|
2022
Q4 | $78.5M | Sell |
148,004
-2,242
| -1% | -$1.19M | 1.24% | 13 |
|
2022
Q3 | $75.9M | Buy |
150,246
+144
| +0.1% | +$72.7K | 1.28% | 12 |
|
2022
Q2 | $77.1M | Sell |
150,102
-812
| -0.5% | -$417K | 1.2% | 11 |
|
2022
Q1 | $77M | Sell |
150,914
-15,342
| -9% | -$7.82M | 1.02% | 16 |
|
2021
Q4 | $83.5M | Buy |
166,256
+20,947
| +14% | +$10.5M | 1.05% | 16 |
|
2021
Q3 | $56.8M | Buy |
145,309
+2,205
| +2% | +$862K | 1.28% | 15 |
|
2021
Q2 | $57.3M | Sell |
143,104
-985
| -0.7% | -$394K | 1.31% | 13 |
|
2021
Q1 | $53.6M | Buy |
144,089
+2,081
| +1% | +$774K | 1.31% | 14 |
|
2020
Q4 | $49.8M | Sell |
142,008
-5,509
| -4% | -$1.93M | 1.34% | 13 |
|
2020
Q3 | $43.5M | Hold |
147,517
| – | – | 1.35% | 13 |
|
2020
Q2 | $43.5M | Sell |
147,517
-3,916
| -3% | -$1.16M | 1.35% | 13 |
|
2020
Q1 | $37.8M | Sell |
151,433
-809
| -0.5% | -$202K | 1.35% | 14 |
|
2019
Q4 | $44.8M | Sell |
152,242
-968
| -0.6% | -$285K | 1.23% | 14 |
|
2019
Q3 | $33.3K | Buy |
153,210
+858
| +0.6% | +$186 | 0.8% | 24 |
|
2019
Q2 | $37.2K | Sell |
152,352
-3,063
| -2% | -$747 | 0.91% | 17 |
|
2019
Q1 | $38.4M | Sell |
155,415
-19,037
| -11% | -$4.71M | 1.17% | 16 |
|
2018
Q4 | $43.5K | Sell |
174,452
-3,551
| -2% | -$885 | 1.33% | 11 |
|
2018
Q3 | $47.4M | Buy |
178,003
+8,607
| +5% | +$2.29M | 1.41% | 12 |
|
2018
Q2 | $41.6M | Buy |
169,396
+2,601
| +2% | +$638K | 1.32% | 13 |
|
2018
Q1 | $35.7M | Buy |
166,795
+733
| +0.4% | +$157K | 1.15% | 14 |
|
2017
Q4 | $36.6M | Sell |
166,062
-2,418
| -1% | -$533K | 1.19% | 14 |
|
2017
Q3 | $33M | Sell |
168,480
-6,096
| -3% | -$1.19M | 1.13% | 16 |
|
2017
Q2 | $32.4M | Sell |
174,576
-3,108
| -2% | -$576K | 1.13% | 16 |
|
2017
Q1 | $29.1M | Buy |
177,684
+6,958
| +4% | +$1.14M | 1.02% | 18 |
|
2016
Q4 | $27.3M | Sell |
170,726
-877
| -0.5% | -$140K | 1.01% | 19 |
|
2016
Q3 | $24M | Buy |
171,603
+5,234
| +3% | +$733K | 0.97% | 26 |
|
2016
Q2 | $23.5M | Buy |
166,369
+14,713
| +10% | +$2.08M | 0.99% | 22 |
|
2016
Q1 | $19.5M | Sell |
151,656
-234
| -0.2% | -$30.2K | 0.83% | 31 |
|
2015
Q4 | $17.9M | Sell |
151,890
-2,582
| -2% | -$304K | 0.78% | 34 |
|
2015
Q3 | $17.9M | Buy |
154,472
+3,439
| +2% | +$399K | 1.05% | 20 |
|
2015
Q2 | $18.4K | Sell |
151,033
-1,524
| -1% | -$186 | 0.84% | 23 |
|
2015
Q1 | $18K | Buy |
152,557
+3,789
| +3% | +$448 | 0.81% | 25 |
|
2014
Q4 | $15M | Buy |
148,768
+4,532
| +3% | +$458K | 0.67% | 34 |
|
2014
Q3 | $12.4K | Sell |
144,236
-4,005
| -3% | -$345 | 0.61% | 38 |
|
2014
Q2 | $12.1M | Sell |
148,241
-8,054
| -5% | -$658K | 0.58% | 40 |
|
2014
Q1 | $12.8M | Sell |
156,295
-44,226
| -22% | -$3.63M | 0.72% | 38 |
|
2013
Q4 | $15.1K | Buy |
200,521
+235
| +0.1% | +$18 | 0.83% | 32 |
|
2013
Q3 | $14.3K | Sell |
200,286
-6,948
| -3% | -$498 | 0.83% | 30 |
|
2013
Q2 | $13.6K | Buy |
+207,234
| New | +$13.6K | 0.8% | 32 |
|