Union Savings 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 | $117K | Sell |
467
-180
| -28% | -$44.9K | 0.05% | 164 |
|
|
2025
Q1 | $339K | Hold |
647
| – | – | 0.17% | 100 |
|
|
2024
Q4 | $327K | Hold |
647
| – | – | 0.16% | 102 |
|
|
2024
Q3 | $378K | Buy |
647
+21
| +3% | +$12.3K | 0.19% | 98 |
|
|
2024
Q2 | $319K | Buy |
626
+38
| +6% | +$19.4K | 0.17% | 102 |
|
|
2024
Q1 | $291K | Hold |
588
| – | – | 0.15% | 106 |
|
|
2023
Q4 | $310K | Buy |
588
+57
| +11% | +$30K | 0.18% | 108 |
|
|
2023
Q3 | $268K | Buy |
531
+80
| +18% | +$40.3K | 0.17% | 110 |
|
|
2023
Q2 | $228K | Buy |
+451
| New | +$228K | 0.14% | 118 |
|