DCM Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-665
| Closed | -$329K | – | 75 |
|
|
2024
Q1 | $329K | Sell |
665
-1,633
| -71% | -$808K | 0.14% | 62 |
|
|
2023
Q4 | $1.21M | Buy |
2,298
+868
| +61% | +$457K | 0.43% | 42 |
|
|
2023
Q3 | $721K | Sell |
1,430
-363
| -20% | -$183K | 0.33% | 49 |
|
|
2023
Q2 | $862K | Buy |
1,793
+253
| +16% | +$122K | 0.37% | 45 |
|
|
2023
Q1 | $728K | Sell |
1,540
-63
| -4% | -$29.8K | 0.34% | 48 |
|
|
2022
Q4 | $850K | Sell |
1,603
-2,696
| -63% | -$1.43M | 0.41% | 46 |
|
|
2022
Q3 | $2.17M | Sell |
4,299
-505
| -11% | -$255K | 1.09% | 25 |
|
|
2022
Q2 | $2.47M | Buy |
4,804
+159
| +3% | +$81.8K | 1.07% | 24 |
|
|
2022
Q1 | $2.37M | Sell |
4,645
-1,186
| -20% | -$605K | 0.84% | 31 |
|
|
2021
Q4 | $2.93M | Buy |
5,831
+1,253
| +27% | +$629K | 0.86% | 27 |
|
|
2021
Q3 | $1.79M | Buy |
4,578
+3,582
| +360% | +$1.4M | 0.69% | 27 |
|
|
2021
Q2 | $399K | Buy |
996
+33
| +3% | +$13.2K | 0.23% | 129 |
|
|
2021
Q1 | $358K | Buy |
963
+74
| +8% | +$27.5K | 0.21% | 137 |
|
|
2020
Q4 | $312K | Buy |
+889
| New | +$312K | 0.18% | 139 |
|