DeDora Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
8,640
-234
| -3% | -$73K | 0.7% | 35 |
|
|
2025
Q1 | $4.65M | Sell |
8,874
-121
| -1% | -$63.4K | 1.34% | 20 |
|
|
2024
Q4 | $4.55M | Sell |
8,995
-25
| -0.3% | -$12.6K | 1.25% | 22 |
|
|
2024
Q3 | $5.27M | Buy |
9,020
+412
| +5% | +$241K | 1.47% | 17 |
|
|
2024
Q2 | $4.38M | Sell |
8,608
-120
| -1% | -$61.1K | 1.35% | 19 |
|
|
2024
Q1 | $4.32M | Sell |
8,728
-299
| -3% | -$148K | 1.37% | 17 |
|
|
2023
Q4 | $4.75M | Buy |
9,027
+174
| +2% | +$91.6K | 1.67% | 15 |
|
|
2023
Q3 | $4.46M | Buy |
8,853
+326
| +4% | +$164K | 1.76% | 18 |
|
|
2023
Q2 | $4.1M | Buy |
8,527
+313
| +4% | +$150K | 1.59% | 16 |
|
|
2023
Q1 | $3.88M | Buy |
8,214
+105
| +1% | +$49.6K | 1.66% | 16 |
|
|
2022
Q4 | $4.3M | Buy |
8,109
+77
| +1% | +$40.8K | 2.04% | 12 |
|
|
2022
Q3 | $4.06M | Buy |
8,032
+44
| +0.6% | +$22.2K | 2.11% | 12 |
|
|
2022
Q2 | $4.1M | Sell |
7,988
-374
| -4% | -$192K | 2.07% | 13 |
|
|
2022
Q1 | $4.26M | Buy |
+8,362
| New | +$4.26M | 1.72% | 15 |
|
|
2021
Q4 | – | Sell |
-8,437
| Closed | -$3.3M | – | 101 |
|
|
2021
Q3 | $3.3M | Sell |
8,437
-51
| -0.6% | -$19.9K | 1.43% | 17 |
|
|
2021
Q2 | $3.4M | Sell |
8,488
-233
| -3% | -$93.3K | 1.48% | 15 |
|
|
2021
Q1 | $3.25M | Buy |
8,721
+357
| +4% | +$133K | 1.54% | 15 |
|
|
2020
Q4 | $2.93M | Sell |
8,364
-94
| -1% | -$33K | 1.45% | 17 |
|
|
2020
Q3 | $2.64M | Buy |
8,458
+633
| +8% | +$197K | 1.47% | 16 |
|
|
2020
Q2 | $2.31M | Sell |
7,825
-389
| -5% | -$115K | 1.39% | 16 |
|
|
2020
Q1 | $2.05M | Sell |
8,214
-201
| -2% | -$50.1K | 1.55% | 17 |
|
|
2019
Q4 | $2.47M | Buy |
8,415
+81
| +1% | +$23.8K | 1.49% | 14 |
|
|
2019
Q3 | $1.81M | Buy |
8,334
+635
| +8% | +$138K | 1.25% | 16 |
|
|
2019
Q2 | $1.88M | Buy |
7,699
+89
| +1% | +$21.7K | 1.32% | 17 |
|
|
2019
Q1 | $1.88M | Buy |
7,610
+976
| +15% | +$241K | 1.42% | 17 |
|
|
2018
Q4 | $1.65M | Sell |
6,634
-38
| -0.6% | -$9.47K | 1.46% | 15 |
|
|
2018
Q3 | $1.78M | Buy |
6,672
+2,506
| +60% | +$667K | 1.34% | 16 |
|
|
2018
Q2 | $1.02M | Buy |
4,166
+504
| +14% | +$124K | 0.81% | 29 |
|
|
2018
Q1 | $784K | Buy |
3,662
+1,398
| +62% | +$299K | 0.64% | 37 |
|
|
2017
Q4 | $499K | Buy |
+2,264
| New | +$499K | 0.41% | 48 |
|