Dakota Community Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-398
| Closed | -$201K | – | 119 |
|
|
2024
Q4 | $201K | Buy |
398
+65
| +20% | +$32.9K | 0.96% | 42 |
|
|
2024
Q3 | $195K | Hold |
333
| – | – | 0.98% | 42 |
|
|
2024
Q2 | $170K | Sell |
333
-10
| -3% | -$5.09K | 0.91% | 42 |
|
|
2024
Q1 | $170K | Sell |
343
-9
| -3% | -$4.45K | 0.92% | 44 |
|
|
2023
Q4 | $185K | Buy |
352
+20
| +6% | +$10.5K | 1.04% | 38 |
|
|
2023
Q3 | $167K | Buy |
332
+22
| +7% | +$11.1K | 1.07% | 34 |
|
|
2023
Q2 | $149K | Sell |
310
-30
| -9% | -$14.4K | 0.88% | 41 |
|
|
2023
Q1 | $161K | Hold |
340
| – | – | 0.99% | 39 |
|
|
2022
Q4 | $180K | Hold |
340
| – | – | 1.02% | 39 |
|
|
2022
Q3 | $172K | Buy |
+340
| New | +$172K | 1.19% | 36 |
|