WhitTier Trust Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Sell |
20,435
-25,222
| -55% | -$7.87M | 0.14% | 135 |
|
|
2025
Q1 | $23.9M | Buy |
45,657
+569
| +1% | +$298K | 0.6% | 38 |
|
|
2024
Q4 | $22.8M | Buy |
45,088
+729
| +2% | +$369K | 0.56% | 40 |
|
|
2024
Q3 | $25.9M | Buy |
44,359
+141
| +0.3% | +$82.4K | 0.67% | 33 |
|
|
2024
Q2 | $22.5M | Sell |
44,218
-37
| -0.1% | -$18.8K | 0.63% | 37 |
|
|
2024
Q1 | $21.9M | Buy |
44,255
+1,158
| +3% | +$573K | 0.63% | 36 |
|
|
2023
Q4 | $22.7M | Sell |
43,097
-232
| -0.5% | -$122K | 0.73% | 29 |
|
|
2023
Q3 | $21.8M | Sell |
43,329
-427
| -1% | -$215K | 0.77% | 24 |
|
|
2023
Q2 | $21M | Buy |
43,756
+594
| +1% | +$285K | 0.71% | 29 |
|
|
2023
Q1 | $20.4M | Buy |
43,162
+1,096
| +3% | +$518K | 0.75% | 28 |
|
|
2022
Q4 | $22.3M | Buy |
42,066
+51
| +0.1% | +$27K | 0.88% | 23 |
|
|
2022
Q3 | $21.2M | Buy |
42,015
+206
| +0.5% | +$104K | 0.9% | 20 |
|
|
2022
Q2 | $21.5M | Buy |
41,809
+2,955
| +8% | +$1.52M | 0.89% | 20 |
|
|
2022
Q1 | $19.8M | Buy |
38,854
+3,298
| +9% | +$1.68M | 0.72% | 31 |
|
|
2021
Q4 | $17.9M | Buy |
35,556
+1,125
| +3% | +$565K | 0.65% | 34 |
|
|
2021
Q3 | $13.5M | Buy |
34,431
+593
| +2% | +$232K | 0.55% | 38 |
|
|
2021
Q2 | $13.6M | Buy |
33,838
+462
| +1% | +$185K | 0.56% | 40 |
|
|
2021
Q1 | $12.4M | Buy |
33,376
+931
| +3% | +$346K | 0.56% | 48 |
|
|
2020
Q4 | $11.4M | Buy |
32,445
+354
| +1% | +$124K | 0.57% | 43 |
|
|
2020
Q3 | $10M | Buy |
32,091
+235
| +0.7% | +$73.3K | 0.58% | 40 |
|
|
2020
Q2 | $9.4M | Buy |
31,856
+2,363
| +8% | +$697K | 0.59% | 41 |
|
|
2020
Q1 | $7.35M | Buy |
29,493
+1,997
| +7% | +$498K | 0.57% | 46 |
|
|
2019
Q4 | $8.08M | Buy |
27,496
+602
| +2% | +$177K | 0.52% | 55 |
|
|
2019
Q3 | $5.84M | Buy |
26,894
+381
| +1% | +$82.8K | 0.41% | 69 |
|
|
2019
Q2 | $6.47M | Sell |
26,513
-170
| -0.6% | -$41.5K | 0.46% | 60 |
|
|
2019
Q1 | $6.6M | Buy |
26,683
+224
| +0.8% | +$55.4K | 0.49% | 56 |
|
|
2018
Q4 | $6.59M | Buy |
26,459
+1,356
| +5% | +$338K | 0.54% | 51 |
|
|
2018
Q3 | $6.68M | Buy |
25,103
+70
| +0.3% | +$18.6K | 0.49% | 55 |
|
|
2018
Q2 | $6.14M | Buy |
25,033
+1,441
| +6% | +$354K | 0.48% | 58 |
|
|
2018
Q1 | $5.05M | Buy |
23,592
+923
| +4% | +$198K | 0.41% | 65 |
|
|
2017
Q4 | $5M | Sell |
22,669
-84
| -0.4% | -$18.5K | 0.43% | 68 |
|
|
2017
Q3 | $4.46M | Sell |
22,753
-52
| -0.2% | -$10.2K | 0.41% | 69 |
|
|
2017
Q2 | $4.23M | Buy |
22,805
+246
| +1% | +$45.6K | 0.41% | 71 |
|
|
2017
Q1 | $3.7M | Sell |
22,559
-1,116
| -5% | -$183K | 0.37% | 76 |
|
|
2016
Q4 | $3.79M | Buy |
23,675
+1,231
| +5% | +$197K | 0.4% | 75 |
|
|
2016
Q3 | $3.14M | Sell |
22,444
-234
| -1% | -$32.8K | 0.36% | 79 |
|
|
2016
Q2 | $3.2M | Buy |
22,678
+1,553
| +7% | +$219K | 0.37% | 74 |
|
|
2016
Q1 | $2.72M | Sell |
21,125
-104
| -0.5% | -$13.4K | 0.32% | 81 |
|
|
2015
Q4 | $2.5M | Sell |
21,229
-76
| -0.4% | -$8.94K | 0.29% | 82 |
|
|
2015
Q3 | $2.47M | Sell |
21,305
-191
| -0.9% | -$22.2K | 0.3% | 83 |
|
|
2015
Q2 | $2.62M | Buy |
21,496
+900
| +4% | +$110K | 0.29% | 85 |
|
|
2015
Q1 | $2.44M | Buy |
20,596
+634
| +3% | +$75K | 0.27% | 92 |
|
|
2014
Q4 | $2.02M | Buy |
19,962
+3
| +0% | +$303 | 0.23% | 104 |
|
|
2014
Q3 | $1.72M | Buy |
19,959
+142
| +0.7% | +$12.2K | 0.2% | 114 |
|
|
2014
Q2 | $1.62M | Buy |
19,817
+37
| +0.2% | +$3.03K | 0.18% | 122 |
|
|
2014
Q1 | $1.62M | Sell |
19,780
-65
| -0.3% | -$5.33K | 0.19% | 117 |
|
|
2013
Q4 | $1.49M | Buy |
19,845
+51
| +0.3% | +$3.84K | 0.18% | 117 |
|
|
2013
Q3 | $1.42M | Buy |
19,794
+226
| +1% | +$16.2K | 0.19% | 113 |
|
|
2013
Q2 | $1.28M | Buy |
+19,568
| New | +$1.28M | 0.18% | 121 |
|