Davis Rea’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
20,188
-3,360
| -14% | -$1.05M | 1.56% | 22 |
|
|
2025
Q1 | $12.3M | Buy |
23,548
+110
| +0.5% | +$57.6K | 3.28% | 8 |
|
|
2024
Q4 | $11.9M | Buy |
23,438
+5,575
| +31% | +$2.82M | 6% | 5 |
|
|
2024
Q3 | $10.4M | Buy |
17,863
+21
| +0.1% | +$12.3K | 4.54% | 10 |
|
|
2024
Q2 | $9.09M | Sell |
17,842
-2,436
| -12% | -$1.24M | 4.54% | 10 |
|
|
2024
Q1 | $10M | Buy |
20,278
+10,297
| +103% | +$5.09M | 4.57% | 10 |
|
|
2023
Q4 | $5.25M | Sell |
9,981
-7,234
| -42% | -$3.81M | 2.69% | 18 |
|
|
2023
Q3 | $8.68M | Buy |
17,215
+4,921
| +40% | +$2.48M | 4.71% | 6 |
|
|
2023
Q2 | $5.91M | Buy |
12,294
+40
| +0.3% | +$19.2K | 3.32% | 14 |
|
|
2023
Q1 | $5.79M | Buy |
12,254
+5,281
| +76% | +$2.5M | 3.49% | 12 |
|
|
2022
Q4 | $3.7M | Sell |
6,973
-50
| -0.7% | -$26.5K | 2.31% | 20 |
|
|
2022
Q3 | $3.55M | Sell |
7,023
-7,023
| -50% | -$3.55M | 2.28% | 22 |
|
|
2022
Q2 | $7.21M | Sell |
14,046
-178,409
| -93% | -$91.6M | 2.15% | 21 |
|
|
2022
Q1 | $17M | Buy |
192,455
+185,529
| +2,679% | +$16.4M | 8.24% | 1 |
|
|
2021
Q4 | $3.48M | Buy |
6,926
+126
| +2% | +$63.3K | 1.62% | 26 |
|
|
2021
Q3 | $2.66M | Buy |
6,800
+18
| +0.3% | +$7.03K | 1.3% | 32 |
|
|
2021
Q2 | $2.72M | Buy |
6,782
+25
| +0.4% | +$10K | 1.35% | 32 |
|
|
2021
Q1 | $2.51M | Buy |
6,757
+427
| +7% | +$159K | 1.34% | 32 |
|
|
2020
Q4 | $2.22M | Buy |
6,330
+178
| +3% | +$62.4K | 1.25% | 32 |
|
|
2020
Q3 | $1.92M | Buy |
6,152
+555
| +10% | +$173K | 1.29% | 31 |
|
|
2020
Q2 | $1.65M | Buy |
5,597
+42
| +0.8% | +$12.4K | 1.26% | 33 |
|
|
2020
Q1 | $1.39M | Buy |
5,555
+755
| +16% | +$188K | 1.34% | 29 |
|
|
2019
Q4 | $1.41M | Buy |
+4,800
| New | +$1.41M | 0.96% | 35 |
|