Whittier 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 | $14.3M | Sell |
45,745
-44,938
| -50% | -$14M | 0.17% | 113 |
|
|
2025
Q1 | $47.5M | Sell |
90,683
-530
| -0.6% | -$278K | 0.66% | 37 |
|
|
2024
Q4 | $46.1M | Buy |
91,213
+1,226
| +1% | +$620K | 0.61% | 35 |
|
|
2024
Q3 | $52.6M | Buy |
89,987
+515
| +0.6% | +$301K | 0.7% | 30 |
|
|
2024
Q2 | $45.6M | Buy |
89,472
+673
| +0.8% | +$343K | 0.65% | 35 |
|
|
2024
Q1 | $43.9M | Buy |
88,799
+880
| +1% | +$435K | 0.64% | 34 |
|
|
2023
Q4 | $46.3M | Buy |
87,919
+1,259
| +1% | +$663K | 0.75% | 27 |
|
|
2023
Q3 | $43.7M | Buy |
86,660
+2,016
| +2% | +$1.02M | 0.78% | 28 |
|
|
2023
Q2 | $40.7M | Sell |
84,644
-2,654
| -3% | -$1.28M | 0.71% | 32 |
|
|
2023
Q1 | $41.3M | Buy |
87,298
+1,019
| +1% | +$482K | 0.75% | 29 |
|
|
2022
Q4 | $45.7M | Buy |
86,279
+996
| +1% | +$528K | 0.89% | 24 |
|
|
2022
Q3 | $43.1M | Buy |
85,283
+5,669
| +7% | +$2.86M | 0.9% | 20 |
|
|
2022
Q2 | $40.9M | Sell |
79,614
-1,132
| -1% | -$581K | 0.83% | 26 |
|
|
2022
Q1 | $41.2M | Buy |
80,746
+186
| +0.2% | +$94.9K | 0.69% | 31 |
|
|
2021
Q4 | $40.5M | Buy |
80,560
+1,875
| +2% | +$942K | 0.66% | 36 |
|
|
2021
Q3 | $30.7M | Buy |
78,685
+1,690
| +2% | +$660K | 0.56% | 41 |
|
|
2021
Q2 | $30.8M | Buy |
76,995
+1,543
| +2% | +$618K | 0.55% | 43 |
|
|
2021
Q1 | $28.1M | Buy |
75,452
+2,312
| +3% | +$860K | 0.55% | 43 |
|
|
2020
Q4 | $25.6M | Buy |
73,140
+1,831
| +3% | +$642K | 0.55% | 44 |
|
|
2020
Q3 | $22.2M | Buy |
71,309
+185
| +0.3% | +$57.7K | 0.53% | 43 |
|
|
2020
Q2 | $21M | Sell |
71,124
-1,691
| -2% | -$499K | 0.58% | 42 |
|
|
2020
Q1 | $18.2M | Sell |
72,815
-387
| -0.5% | -$96.5K | 0.59% | 42 |
|
|
2019
Q4 | $21.5M | Buy |
73,202
+2,137
| +3% | +$628K | 0.56% | 42 |
|
|
2019
Q3 | $15.4M | Buy |
71,065
+387
| +0.5% | +$84.1K | 0.44% | 53 |
|
|
2019
Q2 | $17.2M | Buy |
70,678
+610
| +0.9% | +$149K | 0.51% | 47 |
|
|
2019
Q1 | $17.3M | Buy |
70,068
+19
| +0% | +$4.7K | 0.53% | 45 |
|
|
2018
Q4 | $17.5M | Buy |
70,049
+1,098
| +2% | +$274K | 0.6% | 39 |
|
|
2018
Q3 | $18.3M | Buy |
68,951
+407
| +0.6% | +$108K | 0.57% | 38 |
|
|
2018
Q2 | $16.8M | Sell |
68,544
-74
| -0.1% | -$18.2K | 0.56% | 40 |
|
|
2018
Q1 | $14.7M | Buy |
68,618
+1,040
| +2% | +$223K | 0.49% | 48 |
|
|
2017
Q4 | $14.9M | Buy |
67,578
+846
| +1% | +$187K | 0.52% | 51 |
|
|
2017
Q3 | $13.1M | Buy |
66,732
+1,810
| +3% | +$354K | 0.48% | 61 |
|
|
2017
Q2 | $12M | Buy |
64,922
+1,007
| +2% | +$187K | 0.47% | 57 |
|
|
2017
Q1 | $10.5M | Buy |
63,915
+3,999
| +7% | +$656K | 0.42% | 67 |
|
|
2016
Q4 | $9.59M | Buy |
59,916
+539
| +0.9% | +$86.3K | 0.41% | 68 |
|
|
2016
Q3 | $8.31M | Sell |
59,377
-1,901
| -3% | -$266K | 0.36% | 79 |
|
|
2016
Q2 | $8.65M | Sell |
61,278
-5,144
| -8% | -$726K | 0.38% | 77 |
|
|
2016
Q1 | $8.56M | Buy |
66,422
+204
| +0.3% | +$26.3K | 0.38% | 71 |
|
|
2015
Q4 | $7.79M | Buy |
66,218
+2,718
| +4% | +$320K | 0.35% | 76 |
|
|
2015
Q3 | $7.37M | Buy |
63,500
+198
| +0.3% | +$23K | 0.36% | 75 |
|
|
2015
Q2 | $7.72M | Buy |
63,302
+657
| +1% | +$80.2K | 0.34% | 77 |
|
|
2015
Q1 | $7.41M | Buy |
62,645
+1,752
| +3% | +$207K | 0.34% | 81 |
|
|
2014
Q4 | $6.16M | Buy |
60,893
+569
| +0.9% | +$57.5K | 0.29% | 95 |
|
|
2014
Q3 | $5.2M | Buy |
60,324
+776
| +1% | +$66.9K | 0.25% | 112 |
|
|
2014
Q2 | $4.87M | Buy |
59,548
+610
| +1% | +$49.9K | 0.24% | 119 |
|
|
2014
Q1 | $4.83M | Buy |
58,938
+453
| +0.8% | +$37.1K | 0.25% | 110 |
|
|
2013
Q4 | $4.4M | Buy |
58,485
+191
| +0.3% | +$14.4K | 0.23% | 114 |
|
|
2013
Q3 | $4.17M | Sell |
58,294
-2,198
| -4% | -$157K | 0.23% | 116 |
|
|
2013
Q2 | $3.96M | Buy |
+60,492
| New | +$3.96M | 0.22% | 115 |
|