Adams Diversified Equity Fund’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 | $17.5M | Hold |
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|
2025
Q2 | $15.8M | Hold |
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|
2025
Q1 | $26.6M | Buy |
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|
2024
Q4 | $16.4M | Hold |
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|
2024
Q3 | $18.9M | Sell |
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $53.3M | Buy |
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|
2023
Q4 | $47.7M | Hold |
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|
2023
Q3 | $45.7M | Hold |
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|
2023
Q2 | $43.5M | Sell |
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|
2023
Q1 | $46.9M | Hold |
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|
2022
Q4 | $52.6M | Hold |
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|
2022
Q3 | $50.1M | Hold |
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|
2022
Q2 | $51M | Sell |
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|
2022
Q1 | $60M | Sell |
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|
2021
Q4 | $67M | Sell |
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|
2021
Q3 | $58.5M | Buy |
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|
2021
Q2 | $52.7M | Sell |
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|
2021
Q1 | $49.1M | Hold |
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|
2020
Q4 | $46.3M | Sell |
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|
2020
Q3 | $43M | Hold |
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|
2020
Q2 | $40.7M | Hold |
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|
2020
Q1 | $34.4M | Buy |
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|
2019
Q4 | $30.6M | Buy |
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|
2019
Q3 | $19.7M | Sell |
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|
2019
Q2 | $26.5M | Sell |
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|
2019
Q1 | $36M | Hold |
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|
2018
Q4 | $36.2M | Sell |
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|
2018
Q3 | $43.2M | Hold |
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|
2018
Q2 | $39.8M | Hold |
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|
2018
Q1 | $34.8M | Buy |
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|
2017
Q4 | $9.26M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $18.8M | Buy |
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