DLG
Daniel L. Goodwin’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.13M | Hold |
10,180
| – | – | 2.48% | 4 |
|
|
2023
Q2 | $4.89M | Hold |
10,180
| – | – | 2.34% | 3 |
|
|
2023
Q1 | $4.81M | Hold |
10,180
| – | – | 2.43% | 3 |
|
|
2022
Q4 | $5.4M | Buy |
10,180
+450
| +5% | +$239K | 2.73% | 3 |
|
|
2022
Q3 | $4.91M | Hold |
9,730
| – | – | 2.83% | 3 |
|
|
2022
Q2 | $5M | Hold |
9,730
| – | – | 2.75% | 3 |
|
|
2022
Q1 | $4.96M | Sell |
9,730
-120
| -1% | -$61.2K | 2.15% | 5 |
|
|
2021
Q4 | $4.95M | Hold |
9,850
| – | – | 2.17% | 6 |
|
|
2021
Q3 | $3.85M | Sell |
9,850
-4,260
| -30% | -$1.66M | 1.79% | 6 |
|
|
2021
Q2 | $5.65M | Hold |
14,110
| – | – | 2.69% | 3 |
|
|
2021
Q1 | $5.25M | Hold |
14,110
| – | – | 2.74% | 3 |
|
|
2020
Q4 | $4.95M | Sell |
14,110
-1,800
| -11% | -$631K | 2.91% | 3 |
|
|
2020
Q3 | $4.96M | Hold |
15,910
| – | – | 3.48% | 2 |
|
|
2020
Q2 | $4.69M | Buy |
15,910
+1,950
| +14% | +$575K | 2.95% | 2 |
|
|
2020
Q1 | $3.48M | Buy |
13,960
+4,410
| +46% | +$1.1M | 2.81% | 3 |
|
|
2019
Q4 | $2.81M | Sell |
9,550
-100
| -1% | -$29.4K | 1.22% | 9 |
|
|
2019
Q3 | $2.1M | Buy |
9,650
+3,650
| +61% | +$793K | 0.95% | 16 |
|
|
2019
Q2 | $1.46M | Buy |
6,000
+5,000
| +500% | +$1.22M | 0.67% | 19 |
|
|
2019
Q1 | $247K | Buy |
+1,000
| New | +$247K | 0.11% | 78 |
|