Whittier Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.3M | Sell |
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|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $47.5M | Sell |
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|
2024
Q4 | $46.1M | Buy |
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|
2024
Q3 | $52.6M | Buy |
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|
2024
Q2 | $45.6M | Buy |
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|
2024
Q1 | $43.9M | Buy |
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|
2023
Q4 | $46.3M | Buy |
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|
2023
Q3 | $43.7M | Buy |
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|
2023
Q2 | $40.7M | Sell |
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|
2023
Q1 | $41.3M | Buy |
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|
2022
Q4 | $45.7M | Buy |
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|
2022
Q3 | $43.1M | Buy |
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|
2022
Q2 | $40.9M | Sell |
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|
2022
Q1 | $41.2M | Buy |
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|
2021
Q4 | $40.5M | Buy |
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|
2021
Q3 | $30.7M | Buy |
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|
2021
Q2 | $30.8M | Buy |
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|
2021
Q1 | $28.1M | Buy |
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|
2020
Q4 | $25.6M | Buy |
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|
2020
Q3 | $22.2M | Buy |
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|
2020
Q2 | $21M | Sell |
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|
2020
Q1 | $18.2M | Sell |
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|
2019
Q4 | $21.5M | Buy |
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $17.2M | Buy |
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|
2019
Q1 | $17.3M | Buy |
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|
2018
Q4 | $17.5M | Buy |
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|
2018
Q3 | $18.3M | Buy |
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|
2018
Q2 | $16.8M | Sell |
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|
2018
Q1 | $14.7M | Buy |
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|
2017
Q4 | $14.9M | Buy |
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|
2017
Q3 | $13.1M | Buy |
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|
2017
Q2 | $12M | Buy |
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|
2017
Q1 | $10.5M | Buy |
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|
2016
Q4 | $9.59M | Buy |
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|
2016
Q3 | $8.31M | Sell |
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|
2016
Q2 | $8.65M | Sell |
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|
2016
Q1 | $8.56M | Buy |
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|
2015
Q4 | $7.79M | Buy |
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|
2015
Q3 | $7.37M | Buy |
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|
2015
Q2 | $7.72M | Buy |
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|
2015
Q1 | $7.41M | Buy |
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|
2014
Q4 | $6.16M | Buy |
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|
2014
Q3 | $5.2M | Buy |
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|
2014
Q2 | $4.87M | Buy |
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|
2014
Q1 | $4.83M | Buy |
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|
2013
Q4 | $4.4M | Buy |
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|
2013
Q3 | $4.17M | Sell |
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|
2013
Q2 | $3.96M | Buy |
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