D.B. Root & 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 | $528K | Buy |
+1,694
| New | +$528K | 0.16% | 101 |
|
|
2025
Q1 | – | Sell |
-447
| Closed | -$226K | – | 201 |
|
|
2024
Q4 | $226K | Sell |
447
-496
| -53% | -$251K | 0.07% | 168 |
|
|
2024
Q3 | $551K | Sell |
943
-17
| -2% | -$9.94K | 0.18% | 90 |
|
|
2024
Q2 | $489K | Buy |
960
+200
| +26% | +$102K | 0.17% | 108 |
|
|
2024
Q1 | $376K | Buy |
+760
| New | +$376K | 0.13% | 130 |
|
|
2019
Q3 | – | Sell |
-1,526
| Closed | -$372K | – | 202 |
|
|
2019
Q2 | $372K | Sell |
1,526
-175
| -10% | -$42.7K | 0.16% | 149 |
|
|
2019
Q1 | $421K | Sell |
1,701
-11
| -0.6% | -$2.72K | 0.18% | 136 |
|
|
2018
Q4 | $426K | Hold |
1,712
| – | – | 0.21% | 122 |
|
|
2018
Q3 | $455K | Hold |
1,712
| – | – | 0.2% | 131 |
|
|
2018
Q2 | $420K | Buy |
1,712
+130
| +8% | +$31.9K | 0.2% | 141 |
|
|
2018
Q1 | $339K | Sell |
1,582
-41
| -3% | -$8.79K | 0.18% | 148 |
|
|
2017
Q4 | $358K | Buy |
+1,623
| New | +$358K | 0.31% | 78 |
|