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