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