Webster 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 | $424K | Sell |
1,358
-398
| -23% | -$124K | 0.04% | 169 |
|
2025
Q1 | $920K | Sell |
1,756
-226
| -11% | -$118K | 0.1% | 124 |
|
2024
Q4 | $1M | Buy |
1,982
+71
| +4% | +$35.9K | 0.11% | 113 |
|
2024
Q3 | $1.12M | Buy |
1,911
+177
| +10% | +$103K | 0.12% | 115 |
|
2024
Q2 | $883K | Buy |
1,734
+124
| +8% | +$63.1K | 0.1% | 122 |
|
2024
Q1 | $796K | Buy |
1,610
+423
| +36% | +$209K | 0.09% | 136 |
|
2023
Q4 | $625K | Buy |
1,187
+693
| +140% | +$365K | 0.08% | 144 |
|
2023
Q3 | $249K | Sell |
494
-5
| -1% | -$2.52K | 0.03% | 179 |
|
2023
Q2 | $240K | Sell |
499
-14
| -3% | -$6.73K | 0.03% | 183 |
|
2023
Q1 | $242K | Sell |
513
-481
| -48% | -$227K | 0.03% | 186 |
|
2022
Q4 | $527K | Hold |
994
| – | – | 0.07% | 140 |
|
2022
Q3 | $502K | Buy |
994
+59
| +6% | +$29.8K | 0.07% | 137 |
|
2022
Q2 | $480K | Hold |
935
| – | – | 0.07% | 138 |
|
2022
Q1 | $477K | Hold |
935
| – | – | 0.06% | 145 |
|
2021
Q4 | $470K | Sell |
935
-4
| -0.4% | -$2.01K | 0.05% | 152 |
|
2021
Q3 | $367K | Buy |
939
+204
| +28% | +$79.7K | 0.04% | 160 |
|
2021
Q2 | $294K | Sell |
735
-45
| -6% | -$18K | 0.03% | 171 |
|
2021
Q1 | $290K | Hold |
780
| – | – | 0.03% | 180 |
|
2020
Q4 | $274K | Sell |
780
-22
| -3% | -$7.73K | 0.03% | 182 |
|
2020
Q3 | $250K | Sell |
802
-13
| -2% | -$4.05K | 0.03% | 182 |
|
2020
Q2 | $240K | Sell |
815
-19
| -2% | -$5.6K | 0.03% | 173 |
|
2020
Q1 | $208K | Hold |
834
| – | – | 0.03% | 167 |
|
2019
Q4 | $245K | Hold |
834
| – | – | 0.03% | 187 |
|
2019
Q3 | $181K | Hold |
834
| – | – | 0.02% | 210 |
|
2019
Q2 | $204K | Hold |
834
| – | – | 0.03% | 192 |
|
2019
Q1 | $206K | Buy |
834
+80
| +11% | +$19.8K | 0.03% | 195 |
|
2018
Q4 | $188K | Hold |
754
| – | – | 0.03% | 192 |
|
2018
Q3 | $201K | Sell |
754
-70
| -8% | -$18.7K | 0.03% | 205 |
|
2018
Q2 | $202K | Hold |
824
| – | – | 0.03% | 201 |
|
2018
Q1 | $176K | Buy |
824
+106
| +15% | +$22.6K | 0.03% | 212 |
|
2017
Q4 | $158K | Hold |
718
| – | – | 0.02% | 231 |
|
2017
Q3 | $141K | Sell |
718
-100
| -12% | -$19.6K | 0.02% | 237 |
|
2017
Q2 | $152K | Sell |
818
-95
| -10% | -$17.7K | 0.02% | 234 |
|
2017
Q1 | $149K | Buy |
913
+194
| +27% | +$31.7K | 0.02% | 243 |
|
2016
Q4 | $115K | Buy |
+719
| New | +$115K | 0.02% | 254 |
|
2016
Q2 | – | Sell |
-1,593
| Closed | -$205K | – | 214 |
|
2016
Q1 | $205K | Buy |
+1,593
| New | +$205K | 0.03% | 200 |
|