DWM
Darwin Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
939
-20
| -2% | -$6.25K | 0.1% | 112 |
|
|
2025
Q1 | $485K | Hold |
959
| – | – | 0.16% | 93 |
|
|
2024
Q4 | $485K | Sell |
959
-43
| -4% | -$21.8K | 0.16% | 93 |
|
|
2024
Q3 | $586K | Sell |
1,002
-4
| -0.4% | -$2.34K | 0.16% | 94 |
|
|
2024
Q2 | $512K | Sell |
1,006
-50
| -5% | -$25.5K | 0.25% | 51 |
|
|
2024
Q1 | $523K | Sell |
1,056
-87
| -8% | -$43.1K | 0.15% | 94 |
|
|
2023
Q4 | $602K | Sell |
1,143
-4,849
| -81% | -$2.55M | 0.16% | 89 |
|
|
2023
Q3 | $3.02M | Buy |
5,992
+221
| +4% | +$111K | 0.81% | 36 |
|
|
2023
Q2 | $2.67M | Buy |
5,771
+1,156
| +25% | +$535K | 0.69% | 41 |
|
|
2023
Q1 | $2.33M | Buy |
4,615
+407
| +10% | +$206K | 0.63% | 42 |
|
|
2022
Q4 | $2.06M | Buy |
4,208
+3,209
| +321% | +$1.57M | 0.53% | 45 |
|
|
2022
Q3 | $521K | Sell |
999
-587
| -37% | -$306K | 0.13% | 100 |
|
|
2022
Q2 | $849K | Sell |
1,586
-120
| -7% | -$64.2K | 0.17% | 93 |
|
|
2022
Q1 | $870K | Buy |
1,706
+2
| +0.1% | +$1.02K | 0.14% | 95 |
|
|
2021
Q4 | $789K | Sell |
1,704
-33
| -2% | -$15.3K | 0.12% | 99 |
|
|
2021
Q3 | $679K | Sell |
1,737
-4
| -0.2% | -$1.56K | 0.11% | 102 |
|
|
2021
Q2 | $697K | Sell |
1,741
-50
| -3% | -$20K | 0.11% | 102 |
|
|
2021
Q1 | $666K | Sell |
1,791
-34
| -2% | -$12.6K | 0.12% | 99 |
|
|
2020
Q4 | $640K | Sell |
1,825
-659
| -27% | -$231K | 0.12% | 102 |
|
|
2020
Q3 | $774K | Sell |
2,484
-1,620
| -39% | -$505K | 0.17% | 85 |
|
|
2020
Q2 | $1.21M | Buy |
4,104
+1,646
| +67% | +$485K | 0.31% | 73 |
|
|
2020
Q1 | $613K | Sell |
2,458
-530
| -18% | -$132K | 0.19% | 78 |
|
|
2019
Q4 | $878K | Sell |
2,988
-5
| -0.2% | -$1.47K | 0.23% | 89 |
|
|
2019
Q3 | $650K | Sell |
2,993
-115
| -4% | -$25K | 0.19% | 92 |
|
|
2019
Q2 | $758K | Sell |
3,108
-9,137
| -75% | -$2.23M | 0.23% | 88 |
|
|
2019
Q1 | $3.03M | Buy |
+12,245
| New | +$3.03M | 1% | 31 |
|
|
2018
Q4 | – | Sell |
-3,667
| Closed | -$977K | – | 125 |
|
|
2018
Q3 | $977K | Buy |
3,667
+421
| +13% | +$112K | 0.55% | 41 |
|
|
2018
Q2 | $795K | Buy |
3,246
+70
| +2% | +$17.1K | 0.52% | 45 |
|
|
2018
Q1 | $680K | Buy |
3,176
+1,209
| +61% | +$259K | 0.49% | 45 |
|
|
2017
Q4 | $434K | Hold |
1,967
| – | – | 0.19% | 104 |
|
|
2017
Q3 | $385K | Buy |
1,967
+53
| +3% | +$10.4K | 0.37% | 62 |
|
|
2017
Q2 | $355K | Buy |
1,914
+29
| +2% | +$5.38K | 0.2% | 102 |
|
|
2017
Q1 | $309K | Buy |
1,885
+15
| +0.8% | +$2.46K | 0.18% | 104 |
|
|
2016
Q4 | $299K | Sell |
1,870
-20
| -1% | -$3.2K | 0.2% | 89 |
|
|
2016
Q3 | $265K | Buy |
1,890
+1
| +0.1% | +$140 | 0.2% | 76 |
|
|
2016
Q2 | $267K | Buy |
+1,889
| New | +$267K | 0.23% | 76 |
|