Washington Trust Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
867
-18
| -2% | -$5.62K | 0.02% | 172 |
|
|
2025
Q1 | $463K | Sell |
885
-86
| -9% | -$45K | 0.04% | 133 |
|
|
2024
Q4 | $491K | Buy |
971
+153
| +19% | +$77.4K | 0.04% | 129 |
|
|
2024
Q3 | $478K | Sell |
818
-210
| -20% | -$123K | 0.04% | 132 |
|
|
2024
Q2 | $523K | Sell |
1,028
-150
| -13% | -$76.4K | 0.05% | 122 |
|
|
2024
Q1 | $583K | Buy |
1,178
+68
| +6% | +$33.6K | 0.05% | 114 |
|
|
2023
Q4 | $584K | Sell |
1,110
-225
| -17% | -$118K | 0.06% | 117 |
|
|
2023
Q3 | $673K | Buy |
1,335
+18
| +1% | +$9.08K | 0.07% | 110 |
|
|
2023
Q2 | $633K | Sell |
1,317
-300
| -19% | -$144K | 0.06% | 112 |
|
|
2023
Q1 | $764K | Sell |
1,617
-201
| -11% | -$95K | 0.08% | 107 |
|
|
2022
Q4 | $964K | Sell |
1,818
-955
| -34% | -$506K | 0.11% | 101 |
|
|
2022
Q3 | $1.4M | Sell |
2,773
-33
| -1% | -$16.7K | 0.13% | 91 |
|
|
2022
Q2 | $1.44M | Sell |
2,806
-1,127
| -29% | -$579K | 0.13% | 93 |
|
|
2022
Q1 | $2.01M | Sell |
3,933
-490
| -11% | -$250K | 0.14% | 86 |
|
|
2021
Q4 | $2.22M | Buy |
+4,423
| New | +$2.22M | 0.15% | 86 |
|