Washington Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
1,285
+28
| +2% | +$8.73K | 0.01% | 215 |
|
|
2025
Q1 | $658K | Sell |
1,257
-6
| -0.5% | -$3.14K | 0.03% | 163 |
|
|
2024
Q4 | $639K | Sell |
1,263
-131
| -9% | -$66.3K | 0.02% | 177 |
|
|
2024
Q3 | $815K | Sell |
1,394
-27
| -2% | -$15.8K | 0.03% | 164 |
|
|
2024
Q2 | $724K | Sell |
1,421
-28
| -2% | -$14.3K | 0.03% | 170 |
|
|
2024
Q1 | $717K | Sell |
1,449
-16
| -1% | -$7.91K | 0.03% | 170 |
|
|
2023
Q4 | $771K | Buy |
1,465
+275
| +23% | +$145K | 0.03% | 164 |
|
|
2023
Q3 | $600K | Sell |
1,190
-6
| -0.5% | -$3.03K | 0.03% | 159 |
|
|
2023
Q2 | $575K | Sell |
1,196
-5
| -0.4% | -$2.4K | 0.02% | 170 |
|
|
2023
Q1 | $568K | Buy |
1,201
+2
| +0.2% | +$945 | 0.03% | 171 |
|
|
2022
Q4 | $636K | Buy |
1,199
+34
| +3% | +$18K | 0.03% | 167 |
|
|
2022
Q3 | $589K | Sell |
1,165
-105
| -8% | -$53.1K | 0.03% | 157 |
|
|
2022
Q2 | $652K | Buy |
1,270
+11
| +0.9% | +$5.65K | 0.03% | 156 |
|
|
2022
Q1 | $643K | Sell |
1,259
-33
| -3% | -$16.9K | 0.03% | 161 |
|
|
2021
Q4 | $649K | Sell |
1,292
-569
| -31% | -$286K | 0.02% | 163 |
|
|
2021
Q3 | $727K | Sell |
1,861
-21
| -1% | -$8.2K | 0.02% | 201 |
|
|
2021
Q2 | $753K | Buy |
1,882
+32
| +2% | +$12.8K | 0.02% | 196 |
|
|
2021
Q1 | $689K | Sell |
1,850
-9
| -0.5% | -$3.35K | 0.02% | 190 |
|
|
2020
Q4 | $652K | Sell |
1,859
-45
| -2% | -$15.8K | 0.02% | 187 |
|
|
2020
Q3 | $594K | Buy |
1,904
+460
| +32% | +$144K | 0.02% | 189 |
|
|
2020
Q2 | $418K | Sell |
1,444
-13,163
| -90% | -$3.81M | 0.02% | 191 |
|
|
2020
Q1 | $754K | Buy |
+14,607
| New | +$754K | 0.04% | 177 |
|
|
2019
Q3 | – | Sell |
-1,612
| Closed | -$393K | – | 243 |
|
|
2019
Q2 | $393K | Buy |
+1,612
| New | +$393K | 0.02% | 186 |
|
|
2019
Q1 | – | Sell |
-1,178
| Closed | -$293K | – | 228 |
|
|
2018
Q4 | $293K | Sell |
1,178
-748
| -39% | -$186K | 0.02% | 188 |
|
|
2018
Q3 | $513K | Sell |
1,926
-254
| -12% | -$67.7K | 0.03% | 172 |
|
|
2018
Q2 | $534K | Buy |
2,180
+673
| +45% | +$165K | 0.03% | 168 |
|
|
2018
Q1 | $323K | Buy |
1,507
+26
| +2% | +$5.57K | 0.02% | 171 |
|
|
2017
Q4 | $326K | Hold |
1,481
| – | – | 0.02% | 175 |
|
|
2017
Q3 | $290K | Buy |
1,481
+116
| +8% | +$22.7K | 0.02% | 176 |
|
|
2017
Q2 | $253K | Sell |
1,365
-69
| -5% | -$12.8K | 0.02% | 187 |
|
|
2017
Q1 | $235K | Buy |
+1,434
| New | +$235K | 0.01% | 190 |
|
|
2015
Q2 | – | Sell |
-1,759
| Closed | -$208K | – | 218 |
|
|
2015
Q1 | $208K | Sell |
1,759
-269
| -13% | -$31.8K | 0.01% | 203 |
|
|
2014
Q4 | $205K | Buy |
+2,028
| New | +$205K | 0.01% | 200 |
|
|
2014
Q1 | – | Sell |
-3,367
| Closed | -$253K | – | 208 |
|
|
2013
Q4 | $253K | Sell |
3,367
-346
| -9% | -$26K | 0.02% | 187 |
|
|
2013
Q3 | $266K | Buy |
3,713
+35
| +1% | +$2.51K | 0.02% | 178 |
|
|
2013
Q2 | $241K | Buy |
+3,678
| New | +$241K | 0.02% | 177 |
|