DCM
Decatur Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,739
| Closed | -$2.19M | – | 55 |
|
|
2024
Q3 | $2.19M | Sell |
3,739
-3,340
| -47% | -$1.95M | 1.01% | 31 |
|
|
2024
Q2 | $3.61M | Buy |
7,079
+189
| +3% | +$96.3K | 1.75% | 15 |
|
|
2024
Q1 | $3.41M | Sell |
6,890
-69
| -1% | -$34.1K | 1.85% | 14 |
|
|
2023
Q4 | $3.66M | Buy |
6,959
+510
| +8% | +$269K | 2.2% | 10 |
|
|
2023
Q3 | $3.25M | Hold |
6,449
| – | – | 2.35% | 8 |
|
|
2023
Q2 | $3.1M | Sell |
6,449
-93
| -1% | -$44.7K | 2.12% | 9 |
|
|
2023
Q1 | $3.09M | Sell |
6,542
-1,242
| -16% | -$587K | 2.33% | 8 |
|
|
2022
Q4 | $4.13M | Hold |
7,784
| – | – | 2.97% | 5 |
|
|
2022
Q3 | $3.93M | Buy |
7,784
+2,116
| +37% | +$1.07M | 2.97% | 5 |
|
|
2022
Q2 | $2.91M | Hold |
5,668
| – | – | 2.15% | 10 |
|
|
2022
Q1 | $2.89M | Sell |
5,668
-1,779
| -24% | -$907K | 1.68% | 12 |
|
|
2021
Q4 | $3.74M | Sell |
7,447
-94
| -1% | -$47.2K | 2.21% | 9 |
|
|
2021
Q3 | $2.95M | Sell |
7,541
-8,858
| -54% | -$3.46M | 1.94% | 11 |
|
|
2021
Q2 | $6.57M | Hold |
16,399
| – | – | 2.05% | 9 |
|
|
2021
Q1 | $6.1M | Sell |
16,399
-14,900
| -48% | -$5.54M | 2.11% | 9 |
|
|
2020
Q4 | $11M | Sell |
31,299
-675
| -2% | -$237K | 2.01% | 9 |
|
|
2020
Q3 | $9.97M | Buy |
31,974
+6,008
| +23% | +$1.87M | 1.96% | 10 |
|
|
2020
Q2 | $7.66M | Buy |
25,966
+1
| +0% | +$295 | 2.03% | 9 |
|
|
2020
Q1 | $6.48M | Sell |
25,965
-6,656
| -20% | -$1.66M | 2.17% | 7 |
|
|
2019
Q4 | $9.59M | Sell |
32,621
-424
| -1% | -$125K | 2.19% | 7 |
|
|
2019
Q3 | $7.18M | Sell |
33,045
-12,825
| -28% | -$2.79M | 1.77% | 14 |
|
|
2019
Q2 | $11.2M | Sell |
45,870
-1,049
| -2% | -$256K | 2.1% | 11 |
|
|
2019
Q1 | $11.6M | Buy |
46,919
+12
| +0% | +$2.97K | 2.24% | 8 |
|
|
2018
Q4 | $11.7M | Buy |
46,907
+8,800
| +23% | +$2.19M | 2.63% | 5 |
|
|
2018
Q3 | $10.1M | Sell |
38,107
-9,475
| -20% | -$2.52M | 2.34% | 7 |
|
|
2018
Q2 | $11.7M | Sell |
47,582
-275
| -0.6% | -$67.5K | 2.32% | 10 |
|
|
2018
Q1 | $10.2M | Sell |
47,857
-1,418
| -3% | -$303K | 2.11% | 17 |
|
|
2017
Q4 | $10.9M | Sell |
49,275
-7,825
| -14% | -$1.73M | 2.2% | 14 |
|
|
2017
Q3 | $11.2M | Buy |
57,100
+3,275
| +6% | +$641K | 2.14% | 21 |
|
|
2017
Q2 | $9.98M | Buy |
+53,825
| New | +$9.98M | 2.1% | 19 |
|