DIA
Davidson Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,059
| Closed | -$16.8M | – | 124 |
|
|
2025
Q1 | $16.8M | Buy |
32,059
+13,202
| +70% | +$6.91M | 0.83% | 52 |
|
|
2024
Q4 | $9.54M | Buy |
+18,857
| New | +$9.54M | 0.46% | 72 |
|
|
2017
Q3 | – | Sell |
-550
| Closed | -$101K | – | 182 |
|
|
2017
Q2 | $101K | Hold |
550
| – | – | 0.01% | 116 |
|
|
2017
Q1 | $90K | Sell |
550
-454
| -45% | -$74.3K | 0.01% | 123 |
|
|
2016
Q4 | $160K | Buy |
1,004
+50
| +5% | +$7.97K | 0.02% | 108 |
|
|
2016
Q3 | $133K | Hold |
954
| – | – | 0.02% | 109 |
|
|
2016
Q2 | $134K | Hold |
954
| – | – | 0.02% | 109 |
|
|
2016
Q1 | $122K | Buy |
954
+879
| +1,172% | +$112K | 0.02% | 146 |
|
|
2015
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 205 |
|