Daymark Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
4,959
-642
| -11% | -$200K | 0.06% | 208 |
|
|
2025
Q1 | $2.93M | Sell |
5,601
-110,652
| -95% | -$58M | 0.13% | 135 |
|
|
2024
Q4 | $3.27M | Sell |
116,253
-414
| -0.4% | -$11.7K | 0.14% | 121 |
|
|
2024
Q3 | $4.01M | Sell |
116,667
-36
| -0% | -$1.24K | 0.17% | 109 |
|
|
2024
Q2 | $3.52M | Sell |
116,703
-821
| -0.7% | -$24.8K | 0.16% | 113 |
|
|
2024
Q1 | $3.83M | Sell |
117,524
-328
| -0.3% | -$10.7K | 0.21% | 95 |
|
|
2023
Q4 | $4.24M | Buy |
117,852
+67
| +0.1% | +$2.41K | 0.26% | 86 |
|
|
2023
Q3 | $4.03M | Buy |
117,785
+109,404
| +1,305% | +$3.75M | 0.28% | 83 |
|
|
2023
Q2 | $4.03M | Sell |
8,381
-597
| -7% | -$287K | 0.3% | 77 |
|
|
2023
Q1 | $4.24M | Buy |
8,978
+5,512
| +159% | +$2.6M | 0.56% | 41 |
|
|
2022
Q4 | $1.84M | Buy |
+3,466
| New | +$1.84M | 0.33% | 68 |
|