Delta Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
27,002
+20,220
| +298% | +$6.31M | 1.62% | 19 |
|
|
2025
Q1 | $3.55M | Buy |
6,782
+86
| +1% | +$45K | 0.72% | 32 |
|
|
2024
Q4 | $3.39M | Buy |
6,696
+4,191
| +167% | +$2.12M | 0.66% | 27 |
|
|
2024
Q3 | $1.46M | Sell |
2,505
-1,293
| -34% | -$756K | 0.3% | 57 |
|
|
2024
Q2 | $1.93M | Buy |
3,798
+3,276
| +628% | +$1.67M | 0.43% | 42 |
|
|
2024
Q1 | $258K | Buy |
522
+96
| +23% | +$47.5K | 0.06% | 185 |
|
|
2023
Q4 | $224K | Buy |
426
+10
| +2% | +$5.26K | 0.06% | 183 |
|
|
2023
Q3 | $210K | Buy |
+416
| New | +$210K | 0.06% | 168 |
|
|
2023
Q2 | – | Sell |
-635
| Closed | -$300K | – | 201 |
|
|
2023
Q1 | $300K | Sell |
635
-215
| -25% | -$102K | 0.09% | 134 |
|
|
2022
Q4 | $451K | Buy |
850
+56
| +7% | +$29.7K | 0.15% | 100 |
|
|
2022
Q3 | $401K | Buy |
794
+115
| +17% | +$58.1K | 0.17% | 90 |
|
|
2022
Q2 | $349K | Sell |
679
-92
| -12% | -$47.3K | 0.16% | 89 |
|
|
2022
Q1 | $393K | Buy |
771
+2
| +0.3% | +$1.02K | 0.12% | 92 |
|
|
2021
Q4 | $386K | Sell |
769
-10
| -1% | -$5.02K | 0.11% | 122 |
|
|
2021
Q3 | $304K | Buy |
779
+3
| +0.4% | +$1.17K | 0.1% | 139 |
|
|
2021
Q2 | $311K | Buy |
776
+2
| +0.3% | +$802 | 0.09% | 140 |
|
|
2021
Q1 | $288K | Sell |
774
-596
| -44% | -$222K | 0.09% | 135 |
|
|
2020
Q4 | $480K | Buy |
1,370
+99
| +8% | +$34.7K | 0.15% | 106 |
|
|
2020
Q3 | $396K | Sell |
1,271
-142
| -10% | -$44.2K | 0.21% | 74 |
|
|
2020
Q2 | $416K | Buy |
1,413
+342
| +32% | +$101K | 0.17% | 86 |
|
|
2020
Q1 | $267K | Buy |
1,071
+336
| +46% | +$83.8K | 0.2% | 63 |
|
|
2019
Q4 | $215K | Buy |
+735
| New | +$215K | 0.08% | 123 |
|