Davidson Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,077
| Closed | -$3.18M | – | 84 |
|
|
2025
Q1 | $3.18M | Buy |
6,077
+201
| +3% | +$105K | 0.86% | 20 |
|
|
2024
Q4 | $2.97M | Buy |
5,876
+289
| +5% | +$146K | 0.78% | 44 |
|
|
2024
Q3 | $3.27M | Sell |
5,587
-652
| -10% | -$381K | 0.94% | 25 |
|
|
2024
Q2 | $3.18M | Buy |
6,239
+1,704
| +38% | +$868K | 0.98% | 27 |
|
|
2024
Q1 | $2.24M | Buy |
4,535
+79
| +2% | +$39.1K | 0.72% | 46 |
|
|
2023
Q4 | $2.35M | Buy |
4,456
+99
| +2% | +$52.1K | 0.85% | 35 |
|
|
2023
Q3 | $2.2M | Buy |
4,357
+1,353
| +45% | +$682K | 1.09% | 9 |
|
|
2023
Q2 | $1.44M | Buy |
3,004
+27
| +0.9% | +$13K | 0.72% | 44 |
|
|
2023
Q1 | $1.41M | Buy |
2,977
+229
| +8% | +$108K | 0.85% | 28 |
|
|
2022
Q4 | $1.46M | Sell |
2,748
-1
| -0% | -$530 | 1% | 15 |
|
|
2022
Q3 | $1.39M | Buy |
2,749
+113
| +4% | +$57.1K | 0.68% | 12 |
|
|
2022
Q2 | $1.35M | Sell |
2,636
-320
| -11% | -$164K | 0.64% | 13 |
|
|
2022
Q1 | $1.51M | Sell |
2,956
-259
| -8% | -$132K | 0.56% | 18 |
|
|
2021
Q4 | $1.61M | Buy |
3,215
+96
| +3% | +$48.2K | 0.88% | 18 |
|
|
2021
Q3 | $1.22M | Buy |
3,119
+103
| +3% | +$40.3K | 0.61% | 50 |
|
|
2021
Q2 | $1.21M | Sell |
3,016
-298
| -9% | -$119K | 0.58% | 55 |
|
|
2021
Q1 | $1.23M | Sell |
3,314
-3,963
| -54% | -$1.47M | 0.64% | 21 |
|
|
2020
Q4 | $2.55M | Sell |
7,277
-384
| -5% | -$135K | 1.44% | 10 |
|
|
2020
Q3 | $2.39M | Buy |
7,661
+198
| +3% | +$61.7K | 1.52% | 7 |
|
|
2020
Q2 | $2.2M | Buy |
7,463
+371
| +5% | +$109K | 1.94% | 9 |
|
|
2020
Q1 | $1.77M | Buy |
7,092
+2,497
| +54% | +$623K | 2.52% | 5 |
|
|
2019
Q4 | $1.35M | Buy |
+4,595
| New | +$1.35M | 1.07% | 12 |
|