DWM
Dakota Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Sell |
15,951
-924
| -5% | -$288K | 0.1% | 158 |
|
|
2025
Q1 | $8.84M | Sell |
16,875
-11,033
| -40% | -$5.78M | 0.21% | 101 |
|
|
2024
Q4 | $14.1M | Sell |
27,908
-439
| -2% | -$222K | 0.32% | 68 |
|
|
2024
Q3 | $16.6M | Buy |
28,347
+833
| +3% | +$487K | 0.37% | 52 |
|
|
2024
Q2 | $14M | Sell |
27,514
-1,293
| -4% | -$658K | 0.33% | 64 |
|
|
2024
Q1 | $14.3M | Buy |
28,807
+6,221
| +28% | +$3.08M | 0.35% | 60 |
|
|
2023
Q4 | $11.9M | Buy |
22,586
+318
| +1% | +$167K | 0.46% | 54 |
|
|
2023
Q3 | $11.2M | Buy |
22,268
+1,446
| +7% | +$729K | 0.5% | 50 |
|
|
2023
Q2 | $10M | Buy |
20,822
+304
| +1% | +$146K | 0.47% | 56 |
|
|
2023
Q1 | $9.7M | Sell |
20,518
-14,608
| -42% | -$6.9M | 0.65% | 38 |
|
|
2022
Q4 | $18.6M | Sell |
35,126
-1,478
| -4% | -$784K | 1.32% | 14 |
|
|
2022
Q3 | $18.5M | Buy |
36,604
+9,659
| +36% | +$4.88M | 1.5% | 9 |
|
|
2022
Q2 | $13.8M | Buy |
26,945
+11,035
| +69% | +$5.67M | 1.27% | 11 |
|
|
2022
Q1 | $8.11M | Buy |
15,910
+3,296
| +26% | +$1.68M | 0.66% | 36 |
|
|
2021
Q4 | $6.33M | Buy |
12,614
+6,776
| +116% | +$3.4M | 0.67% | 38 |
|
|
2021
Q3 | $2.28M | Buy |
5,838
+1,029
| +21% | +$402K | 0.26% | 102 |
|
|
2021
Q2 | $1.93M | Buy |
4,809
+345
| +8% | +$138K | 0.23% | 107 |
|
|
2021
Q1 | $1.66M | Sell |
4,464
-2,219
| -33% | -$826K | 0.22% | 106 |
|
|
2020
Q4 | $2.34M | Buy |
6,683
+4,740
| +244% | +$1.66M | 0.3% | 84 |
|
|
2020
Q3 | $606K | Sell |
1,943
-21,385
| -92% | -$6.67M | 0.1% | 154 |
|
|
2020
Q2 | $6.88M | Buy |
23,328
+1,085
| +5% | +$320K | 1.18% | 20 |
|
|
2020
Q1 | $5.55M | Buy |
22,243
+15,124
| +212% | +$3.77M | 1.21% | 19 |
|
|
2019
Q4 | $2.09M | Buy |
7,119
+3,498
| +97% | +$1.03M | 0.34% | 82 |
|
|
2019
Q3 | $786K | Sell |
3,621
-3
| -0.1% | -$651 | 0.14% | 150 |
|
|
2019
Q2 | $885K | Sell |
3,624
-703
| -16% | -$172K | 0.17% | 122 |
|
|
2019
Q1 | $1.07M | Sell |
4,327
-2,658
| -38% | -$657K | 0.21% | 109 |
|
|
2018
Q4 | $1.85M | Buy |
6,985
+8
| +0.1% | +$2.12K | 0.42% | 62 |
|
|
2018
Q3 | $1.86M | Buy |
6,977
+893
| +15% | +$238K | 0.42% | 64 |
|
|
2018
Q2 | $1.49M | Buy |
6,084
+4,890
| +410% | +$1.2M | 0.41% | 60 |
|
|
2018
Q1 | $256K | Buy |
1,194
+45
| +4% | +$9.65K | 0.13% | 72 |
|
|
2017
Q4 | $253K | Buy |
+1,149
| New | +$253K | 0.13% | 65 |
|