Dean Investment Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Buy |
+2,985
| New | +$931K | 0.14% | 180 |
|
|
2016
Q2 | – | Sell |
-10,171
| Closed | -$1.31M | – | 222 |
|
|
2016
Q1 | $1.31M | Sell |
10,171
-330
| -3% | -$42.5K | 0.27% | 115 |
|
|
2015
Q4 | $1.24M | Sell |
10,501
-647
| -6% | -$76.1K | 0.27% | 109 |
|
|
2015
Q3 | $1.29M | Sell |
11,148
-609
| -5% | -$70.6K | 0.29% | 114 |
|
|
2015
Q2 | $1.43M | Sell |
11,757
-301
| -2% | -$36.7K | 0.33% | 121 |
|
|
2015
Q1 | $1.43M | Sell |
12,058
-1,367
| -10% | -$162K | 0.33% | 106 |
|
|
2014
Q4 | $1.36M | Sell |
13,425
-477
| -3% | -$48.2K | 0.31% | 110 |
|
|
2014
Q3 | $1.2M | Sell |
13,902
-73
| -0.5% | -$6.3K | 0.29% | 104 |
|
|
2014
Q2 | $1.14M | Sell |
13,975
-432
| -3% | -$35.3K | 0.26% | 114 |
|
|
2014
Q1 | $1.18M | Sell |
14,407
-784
| -5% | -$64.3K | 0.28% | 109 |
|
|
2013
Q4 | $1.14M | Sell |
15,191
-1,132
| -7% | -$85.2K | 0.27% | 117 |
|
|
2013
Q3 | $1.17M | Sell |
16,323
-348
| -2% | -$24.9K | 0.31% | 112 |
|
|
2013
Q2 | $1.09M | Buy |
+16,671
| New | +$1.09M | 0.31% | 99 |
|