Washington Trust 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 | $9.85M | Buy |
31,569
+577
| +2% | +$180K | 0.83% | 37 |
|
|
2025
Q1 | $16.2M | Buy |
30,992
+100
| +0.3% | +$52.4K | 1.63% | 22 |
|
|
2024
Q4 | $15.6M | Sell |
30,892
-1,439
| -4% | -$728K | 1.5% | 22 |
|
|
2024
Q3 | $18.9M | Sell |
32,331
-1,058
| -3% | -$619K | 1.81% | 16 |
|
|
2024
Q2 | $17M | Buy |
33,389
+404
| +1% | +$206K | 1.68% | 18 |
|
|
2024
Q1 | $16.3M | Buy |
32,985
+518
| +2% | +$256K | 1.56% | 19 |
|
|
2023
Q4 | $17.1M | Sell |
32,467
-1,540
| -5% | -$811K | 1.51% | 18 |
|
|
2023
Q3 | $17.1M | Sell |
34,007
-191
| -0.6% | -$96.3K | 1.79% | 11 |
|
|
2023
Q2 | $16.4M | Sell |
34,198
-554
| -2% | -$266K | 1.68% | 13 |
|
|
2023
Q1 | $16.4M | Buy |
34,752
+3,790
| +12% | +$1.79M | 1.76% | 11 |
|
|
2022
Q4 | $16.4M | Sell |
30,962
-686
| -2% | -$364K | 1.86% | 7 |
|
|
2022
Q3 | $16M | Sell |
31,648
-1,061
| -3% | -$536K | 2.03% | 8 |
|
|
2022
Q2 | $16.8M | Sell |
32,709
-1,535
| -4% | -$788K | 2.16% | 10 |
|
|
2022
Q1 | $17.5M | Sell |
34,244
-1,830
| -5% | -$933K | 2.02% | 9 |
|
|
2021
Q4 | $18.1M | Sell |
36,074
-206
| -0.6% | -$103K | 1.75% | 13 |
|
|
2021
Q3 | $14.2M | Buy |
36,280
+517
| +1% | +$202K | 1.66% | 16 |
|
|
2021
Q2 | $14.3M | Sell |
35,763
-770
| -2% | -$308K | 1.7% | 14 |
|
|
2021
Q1 | $13.6M | Buy |
36,533
+841
| +2% | +$313K | 1.67% | 14 |
|
|
2020
Q4 | $12.5M | Sell |
35,692
-231
| -0.6% | -$81K | 1.63% | 14 |
|
|
2020
Q3 | $11.2M | Sell |
35,923
-926
| -3% | -$289K | 1.66% | 9 |
|
|
2020
Q2 | $10.9M | Buy |
36,849
+486
| +1% | +$143K | 1.73% | 9 |
|
|
2020
Q1 | $9.07M | Buy |
36,363
+146
| +0.4% | +$36.4K | 1.74% | 8 |
|
|
2019
Q4 | $10.6M | Sell |
36,217
-626
| -2% | -$184K | 1.51% | 11 |
|
|
2019
Q3 | $8.01M | Buy |
36,843
+238
| +0.7% | +$51.7K | 1.31% | 23 |
|
|
2019
Q2 | $8.93M | Sell |
36,605
-1,023
| -3% | -$250K | 1.45% | 16 |
|
|
2019
Q1 | $9.3M | Buy |
37,628
+307
| +0.8% | +$75.9K | 1.48% | 12 |
|
|
2018
Q4 | $9.3M | Sell |
37,321
-24
| -0.1% | -$5.98K | 1.22% | 19 |
|
|
2018
Q3 | $9.94M | Sell |
37,345
-3,476
| -9% | -$925K | 1.48% | 11 |
|
|
2018
Q2 | $10M | Sell |
40,821
-1,578
| -4% | -$387K | 1.39% | 12 |
|
|
2018
Q1 | $9.07M | Sell |
42,399
-2,212
| -5% | -$473K | 1.3% | 13 |
|
|
2017
Q4 | $9.84M | Sell |
44,611
-458
| -1% | -$101K | 1.44% | 10 |
|
|
2017
Q3 | $8.83M | Buy |
45,069
+19,546
| +77% | +$3.83M | 1.4% | 10 |
|
|
2017
Q2 | $4.73M | Sell |
25,523
-761
| -3% | -$141K | 1.02% | 19 |
|
|
2017
Q1 | $4.31M | Sell |
26,284
-2,156
| -8% | -$354K | 0.93% | 22 |
|
|
2016
Q4 | $4.55M | Sell |
28,440
-466
| -2% | -$74.6K | 1.03% | 18 |
|
|
2016
Q3 | $4.05M | Sell |
28,906
-413
| -1% | -$57.8K | 0.97% | 19 |
|
|
2016
Q2 | $4.14M | Buy |
29,319
+109
| +0.4% | +$15.4K | 1.07% | 18 |
|
|
2016
Q1 | $3.77M | Buy |
29,210
+1,337
| +5% | +$172K | 0.97% | 19 |
|
|
2015
Q4 | $3.28M | Sell |
27,873
-276
| -1% | -$32.5K | 0.71% | 28 |
|
|
2015
Q3 | $3.27M | Sell |
28,149
-98
| -0.3% | -$11.4K | 0.87% | 20 |
|
|
2015
Q2 | $3.45M | Sell |
28,247
-516
| -2% | -$63K | 0.84% | 19 |
|
|
2015
Q1 | $3.4M | Buy |
28,763
+1,287
| +5% | +$152K | 0.82% | 18 |
|
|
2014
Q4 | $2.78M | Buy |
27,476
+3,391
| +14% | +$343K | 0.73% | 27 |
|
|
2014
Q3 | $2.08M | Sell |
24,085
-41,926
| -64% | -$3.62M | 0.65% | 29 |
|
|
2014
Q2 | $5.4M | Sell |
66,011
-1,165
| -2% | -$95.2K | 1.1% | 24 |
|
|
2014
Q1 | $5.51M | Buy |
+67,176
| New | +$5.51M | 1.16% | 23 |
|
|
2013
Q4 | – | Sell |
-57,639
| Closed | -$4.13M | – | 76 |
|
|
2013
Q3 | $4.13M | Buy |
57,639
+807
| +1% | +$57.8K | 1.08% | 31 |
|
|
2013
Q2 | $3.72M | Buy |
+56,832
| New | +$3.72M | 1.07% | 30 |
|