Delta Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,316
+577
| +15% | +$180K | 0.47% | 58 |
|
|
2025
Q1 | $1.96M | Buy |
3,739
+35
| +0.9% | +$18.3K | 0.74% | 46 |
|
|
2024
Q4 | $1.87M | Sell |
3,704
-79
| -2% | -$40K | 0.7% | 47 |
|
|
2024
Q3 | $2.21M | Buy |
3,783
+157
| +4% | +$91.8K | 0.8% | 42 |
|
|
2024
Q2 | $1.85M | Buy |
3,626
+28
| +0.8% | +$14.3K | 0.72% | 44 |
|
|
2024
Q1 | $1.78M | Buy |
3,598
+568
| +19% | +$281K | 0.7% | 52 |
|
|
2023
Q4 | $1.59M | Sell |
3,030
-791
| -21% | -$416K | 0.69% | 51 |
|
|
2023
Q3 | $1.93M | Buy |
3,821
+121
| +3% | +$61K | 0.87% | 41 |
|
|
2023
Q2 | $1.78M | Buy |
3,700
+619
| +20% | +$298K | 0.79% | 47 |
|
|
2023
Q1 | $1.46M | Sell |
3,081
-39
| -1% | -$18.4K | 0.7% | 53 |
|
|
2022
Q4 | $1.65M | Hold |
3,120
| – | – | 0.8% | 46 |
|
|
2022
Q3 | $1.58M | Buy |
3,120
+1
| +0% | +$505 | 0.84% | 47 |
|
|
2022
Q2 | $1.6M | Buy |
3,119
+11
| +0.4% | +$5.65K | 0.8% | 48 |
|
|
2022
Q1 | $1.59M | Buy |
3,108
+5
| +0.2% | +$2.55K | 0.68% | 53 |
|
|
2021
Q4 | $1.56M | Sell |
3,103
-59
| -2% | -$29.6K | 0.63% | 58 |
|
|
2021
Q3 | $1.24M | Sell |
3,162
-19
| -0.6% | -$7.42K | 0.55% | 68 |
|
|
2021
Q2 | $1.27M | Buy |
3,181
+61
| +2% | +$24.4K | 0.56% | 66 |
|
|
2021
Q1 | $1.16M | Buy |
3,120
+225
| +8% | +$83.7K | 0.54% | 66 |
|
|
2020
Q4 | $1.02M | Sell |
2,895
-173
| -6% | -$60.7K | 0.51% | 66 |
|
|
2020
Q3 | $957K | Sell |
3,068
-374
| -11% | -$117K | 0.53% | 68 |
|
|
2020
Q2 | $1.02M | Sell |
3,442
-169
| -5% | -$49.8K | 0.6% | 61 |
|
|
2020
Q1 | $900K | Buy |
3,611
+347
| +11% | +$86.5K | 0.62% | 63 |
|
|
2019
Q4 | $960K | Buy |
3,264
+471
| +17% | +$139K | 0.38% | 77 |
|
|
2019
Q3 | $607K | Buy |
2,793
+1,200
| +75% | +$261K | 0.25% | 88 |
|
|
2019
Q2 | $389K | Buy |
+1,593
| New | +$389K | 0.16% | 100 |
|