DADC
D.A. Davidson & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
56,801
+14,315
| +34% | +$4.47M | 0.12% | 136 |
|
|
2025
Q1 | $22.3M | Buy |
42,486
+695
| +2% | +$364K | 0.18% | 99 |
|
|
2024
Q4 | $21.1M | Sell |
41,791
-2,697
| -6% | -$1.36M | 0.17% | 100 |
|
|
2024
Q3 | $26M | Buy |
44,488
+1,064
| +2% | +$622K | 0.21% | 86 |
|
|
2024
Q2 | $22.1M | Buy |
43,424
+1,361
| +3% | +$693K | 0.2% | 92 |
|
|
2024
Q1 | $20.8M | Sell |
42,063
-1,671
| -4% | -$827K | 0.19% | 95 |
|
|
2023
Q4 | $23M | Buy |
43,734
+2,658
| +6% | +$1.4M | 0.23% | 84 |
|
|
2023
Q3 | $20.7M | Sell |
41,076
-969
| -2% | -$489K | 0.22% | 81 |
|
|
2023
Q2 | $20.2M | Buy |
42,045
+8,144
| +24% | +$3.91M | 0.21% | 86 |
|
|
2023
Q1 | $16M | Sell |
33,901
-434
| -1% | -$205K | 0.18% | 104 |
|
|
2022
Q4 | $18.2M | Buy |
34,335
+2,804
| +9% | +$1.49M | 0.21% | 88 |
|
|
2022
Q3 | $15.9M | Buy |
31,531
+1,359
| +5% | +$687K | 0.21% | 88 |
|
|
2022
Q2 | $15.5M | Sell |
30,172
-993
| -3% | -$510K | 0.19% | 95 |
|
|
2022
Q1 | $15.9M | Sell |
31,165
-1,112
| -3% | -$567K | 0.17% | 104 |
|
|
2021
Q4 | $16.2M | Sell |
32,277
-1,288
| -4% | -$647K | 0.17% | 99 |
|
|
2021
Q3 | $13.1M | Buy |
33,565
+845
| +3% | +$330K | 0.15% | 115 |
|
|
2021
Q2 | $13.1M | Sell |
32,720
-116
| -0.4% | -$46.5K | 0.15% | 111 |
|
|
2021
Q1 | $12.2M | Buy |
32,836
+16,282
| +98% | +$6.06M | 0.16% | 108 |
|
|
2020
Q4 | $5.8M | Sell |
16,554
-369
| -2% | -$129K | 0.09% | 167 |
|
|
2020
Q3 | $5.28M | Sell |
16,923
-961
| -5% | -$300K | 0.09% | 160 |
|
|
2020
Q2 | $5.28M | Sell |
17,884
-18,855
| -51% | -$5.56M | 0.1% | 150 |
|
|
2020
Q1 | $9.17M | Buy |
36,739
+2,952
| +9% | +$736K | 0.18% | 98 |
|
|
2019
Q4 | $9.93M | Sell |
33,787
-9,209
| -21% | -$2.71M | 0.16% | 103 |
|
|
2019
Q3 | $9.34M | Buy |
42,996
+2,264
| +6% | +$492K | 0.17% | 101 |
|
|
2019
Q2 | $9.94M | Sell |
40,732
-28,453
| -41% | -$6.94M | 0.19% | 93 |
|
|
2019
Q1 | $17.1M | Buy |
69,185
+8,155
| +13% | +$2.02M | 0.29% | 65 |
|
|
2018
Q4 | $15.2M | Sell |
61,030
-1,467
| -2% | -$365K | 0.3% | 62 |
|
|
2018
Q3 | $16.6M | Sell |
62,497
-4,117
| -6% | -$1.1M | 0.3% | 62 |
|
|
2018
Q2 | $16.3M | Sell |
66,614
-68
| -0.1% | -$16.7K | 0.32% | 57 |
|
|
2018
Q1 | $14.3M | Sell |
66,682
-2,828
| -4% | -$605K | 0.29% | 64 |
|
|
2017
Q4 | $15.3M | Sell |
69,510
-2,497
| -3% | -$550K | 0.32% | 56 |
|
|
2017
Q3 | $14.1M | Buy |
72,007
+1,749
| +2% | +$343K | 0.28% | 75 |
|
|
2017
Q2 | $13M | Sell |
70,258
-2,413
| -3% | -$447K | 0.29% | 63 |
|
|
2017
Q1 | $11.9M | Sell |
72,671
-6,109
| -8% | -$1M | 0.29% | 66 |
|
|
2016
Q4 | $12.6M | Buy |
78,780
+837
| +1% | +$134K | 0.29% | 70 |
|
|
2016
Q3 | $10.9M | Buy |
77,943
+2,449
| +3% | +$343K | 0.27% | 73 |
|
|
2016
Q2 | $10.7M | Sell |
75,494
-410
| -0.5% | -$57.9K | 0.31% | 71 |
|
|
2016
Q1 | $9.78M | Sell |
75,904
-4,303
| -5% | -$554K | 0.3% | 69 |
|
|
2015
Q4 | $9.43M | Sell |
80,207
-4,758
| -6% | -$559K | 0.31% | 68 |
|
|
2015
Q3 | $9.85M | Buy |
84,965
+1,729
| +2% | +$201K | 0.34% | 61 |
|
|
2015
Q2 | $10.2M | Sell |
83,236
-513
| -0.6% | -$62.6K | 0.33% | 65 |
|
|
2015
Q1 | $9.9M | Sell |
83,749
-12,365
| -13% | -$1.46M | 0.33% | 65 |
|
|
2014
Q4 | $9.71M | Sell |
96,114
-8,288
| -8% | -$837K | 0.32% | 68 |
|
|
2014
Q3 | $9M | Buy |
104,402
+1,645
| +2% | +$142K | 0.31% | 72 |
|
|
2014
Q2 | $8.4M | Sell |
102,757
-124
| -0.1% | -$10.1K | 0.28% | 75 |
|
|
2014
Q1 | $8.43M | Buy |
102,881
+9,452
| +10% | +$775K | 0.3% | 72 |
|
|
2013
Q4 | $7.03M | Buy |
93,429
+18,955
| +25% | +$1.43M | 0.26% | 79 |
|
|
2013
Q3 | $5.33M | Buy |
74,474
+5,684
| +8% | +$407K | 0.24% | 89 |
|
|
2013
Q2 | $4.5M | Buy |
+68,790
| New | +$4.5M | 0.22% | 101 |
|