DIA
Dana Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
39,193
-2,574
| -6% | -$803K | 0.4% | 54 |
|
|
2025
Q1 | $21.9M | Sell |
41,767
-2,134
| -5% | -$1.12M | 0.78% | 25 |
|
|
2024
Q4 | $22.2M | Buy |
43,901
+116
| +0.3% | +$58.7K | 0.73% | 26 |
|
|
2024
Q3 | $25.6M | Sell |
43,785
-2,730
| -6% | -$1.6M | 0.85% | 19 |
|
|
2024
Q2 | $23.7M | Sell |
46,515
-2,126
| -4% | -$1.08M | 0.8% | 22 |
|
|
2024
Q1 | $24.1M | Buy |
48,641
+363
| +0.8% | +$180K | 0.8% | 22 |
|
|
2023
Q4 | $25.4M | Sell |
48,278
-5,115
| -10% | -$2.69M | 1.23% | 14 |
|
|
2023
Q3 | $26.9M | Buy |
53,393
+206
| +0.4% | +$104K | 1.38% | 13 |
|
|
2023
Q2 | $25.6M | Sell |
53,187
-2,071
| -4% | -$995K | 1.26% | 15 |
|
|
2023
Q1 | $26.1M | Sell |
55,258
-935
| -2% | -$442K | 1.33% | 15 |
|
|
2022
Q4 | $29.8M | Buy |
56,193
+195
| +0.3% | +$103K | 1.56% | 8 |
|
|
2022
Q3 | $28.3M | Sell |
55,998
-6,288
| -10% | -$3.18M | 1.6% | 9 |
|
|
2022
Q2 | $32M | Buy |
62,286
+5,527
| +10% | +$2.84M | 1.62% | 7 |
|
|
2022
Q1 | $28.9M | Buy |
56,759
+41,706
| +277% | +$21.3M | 1.33% | 22 |
|
|
2021
Q4 | $7.56M | Sell |
15,053
-1,911
| -11% | -$960K | 0.33% | 78 |
|
|
2021
Q3 | $6.63M | Sell |
16,964
-1,545
| -8% | -$604K | 0.3% | 79 |
|
|
2021
Q2 | $7.41M | Sell |
18,509
-2,840
| -13% | -$1.14M | 0.33% | 78 |
|
|
2021
Q1 | $7.94M | Sell |
21,349
-64,553
| -75% | -$24M | 0.37% | 76 |
|
|
2020
Q4 | $30.1M | Sell |
85,902
-3,099
| -3% | -$1.09M | 1.5% | 13 |
|
|
2020
Q3 | $27.7M | Sell |
89,001
-8,360
| -9% | -$2.61M | 1.51% | 14 |
|
|
2020
Q2 | $28.7M | Sell |
97,361
-8,659
| -8% | -$2.55M | 1.55% | 13 |
|
|
2020
Q1 | $26.4M | Sell |
106,020
-16,853
| -14% | -$4.2M | 1.61% | 18 |
|
|
2019
Q4 | $36.1M | Sell |
122,873
-4,387
| -3% | -$1.29M | 1.73% | 11 |
|
|
2019
Q3 | $27.7M | Buy |
127,260
+8,771
| +7% | +$1.91M | 1.4% | 31 |
|
|
2019
Q2 | $28.9M | Sell |
118,489
-8,412
| -7% | -$2.05M | 1.43% | 24 |
|
|
2019
Q1 | $31.4M | Sell |
126,901
-10,512
| -8% | -$2.6M | 1.48% | 19 |
|
|
2018
Q4 | $34.2M | Sell |
137,413
-18,369
| -12% | -$4.58M | 1.74% | 8 |
|
|
2018
Q3 | $41.4M | Buy |
155,782
+2,033
| +1% | +$541K | 1.69% | 6 |
|
|
2018
Q2 | $37.7M | Sell |
153,749
-14,988
| -9% | -$3.68M | 1.65% | 7 |
|
|
2018
Q1 | $36.1M | Sell |
168,737
-30,495
| -15% | -$6.53M | 1.63% | 12 |
|
|
2017
Q4 | $43.9M | Sell |
199,232
-10,667
| -5% | -$2.35M | 1.91% | 2 |
|
|
2017
Q3 | $41.1M | Sell |
209,899
-15,298
| -7% | -$3M | 1.89% | 3 |
|
|
2017
Q2 | $41.8M | Sell |
225,197
-12,210
| -5% | -$2.26M | 1.96% | 2 |
|
|
2017
Q1 | $38.9M | Sell |
237,407
-10,311
| -4% | -$1.69M | 1.81% | 2 |
|
|
2016
Q4 | $39.6M | Buy |
247,718
+10,488
| +4% | +$1.68M | 1.87% | 2 |
|
|
2016
Q3 | $33.2M | Sell |
237,230
-6,651
| -3% | -$931K | 1.59% | 13 |
|
|
2016
Q2 | $34.4M | Buy |
243,881
+154,256
| +172% | +$21.8M | 1.53% | 12 |
|
|
2016
Q1 | $11.6M | Buy |
+89,625
| New | +$11.6M | 0.52% | 60 |
|