DAM
Delta Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2K | Hold |
193
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $101K | Sell |
193
-34
| -15% | -$17.8K | 0.01% | 189 |
|
|
2024
Q4 | $115K | Hold |
227
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $133K | Sell |
227
-7
| -3% | -$4.09K | 0.01% | 178 |
|
|
2024
Q2 | $119K | Hold |
234
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $116K | Hold |
234
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $123K | Buy |
234
+5
| +2% | +$2.63K | 0.01% | 176 |
|
|
2023
Q3 | $115K | Hold |
229
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $110K | Hold |
229
| – | – | 0.01% | 177 |
|
|
2023
Q1 | $108K | Buy |
229
+40
| +21% | +$18.9K | 0.01% | 171 |
|
|
2022
Q4 | $100K | Buy |
+189
| New | +$100K | 0.01% | 168 |
|
|
2022
Q1 | – | Sell |
-117
| Closed | -$59K | – | 556 |
|
|
2021
Q4 | $59K | Hold |
117
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $46K | Sell |
117
-7
| -6% | -$2.75K | ﹤0.01% | 246 |
|
|
2021
Q2 | $50K | Hold |
124
| – | – | ﹤0.01% | 245 |
|
|
2021
Q1 | $46K | Sell |
124
-6
| -5% | -$2.23K | ﹤0.01% | 247 |
|
|
2020
Q4 | $46K | Hold |
130
| – | – | 0.01% | 240 |
|
|
2020
Q3 | $41K | Sell |
130
-24
| -16% | -$7.57K | ﹤0.01% | 237 |
|
|
2020
Q2 | $45K | Hold |
154
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $38K | Hold |
154
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $45K | Hold |
154
| – | – | 0.01% | 253 |
|
|
2019
Q3 | $33K | Buy |
154
+81
| +111% | +$17.4K | ﹤0.01% | 276 |
|
|
2019
Q2 | $18K | Hold |
73
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $18K | Hold |
73
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $18K | Hold |
73
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $19K | Buy |
73
+36
| +97% | +$9.37K | ﹤0.01% | 376 |
|
|
2018
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 457 |
|
|
2018
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $8K | Sell |
37
-18
| -33% | -$3.89K | ﹤0.01% | 469 |
|
|
2017
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 403 |
|
|
2017
Q2 | $10K | Hold |
55
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $9K | Sell |
55
-7
| -11% | -$1.15K | ﹤0.01% | 434 |
|
|
2016
Q4 | $10K | Buy |
62
+50
| +417% | +$8.07K | ﹤0.01% | 416 |
|
|
2016
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 553 |
|
|
2013
Q3 | – | Sell |
-175
| Closed | -$11K | – | 549 |
|
|
2013
Q2 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 403 |
|