Umpqua Bank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $309K | Sell |
1,005
-5,371
| -84% | -$1.65M | 0.09% | 139 |
|
2025
Q1 | $3.34M | Buy |
6,376
+474
| +8% | +$248K | 1.15% | 20 |
|
2024
Q4 | $3.21M | Buy |
5,902
+461
| +8% | +$251K | 1.11% | 20 |
|
2024
Q3 | $3.18M | Buy |
5,441
+29
| +0.5% | +$17K | 1.16% | 19 |
|
2024
Q2 | $2.76M | Buy |
5,412
+184
| +4% | +$93.7K | 1.07% | 20 |
|
2024
Q1 | $2.59M | Buy |
+5,228
| New | +$2.59M | 1.06% | 25 |
|