DF Dent & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
4,294
-2,099
| -33% | -$655K | 0.02% | 151 |
|
|
2025
Q1 | $3.35M | Buy |
6,393
+38
| +0.6% | +$19.9K | 0.04% | 121 |
|
|
2024
Q4 | $3.21M | Sell |
6,355
-17
| -0.3% | -$8.6K | 0.04% | 117 |
|
|
2024
Q3 | $3.73M | Hold |
6,372
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $3.25M | Sell |
6,372
-275
| -4% | -$140K | 0.04% | 111 |
|
|
2024
Q1 | $3.29M | Buy |
6,647
+249
| +4% | +$123K | 0.04% | 114 |
|
|
2023
Q4 | $3.37M | Sell |
6,398
-236
| -4% | -$124K | 0.04% | 105 |
|
|
2023
Q3 | $3.34M | Sell |
6,634
-87
| -1% | -$43.9K | 0.05% | 111 |
|
|
2023
Q2 | $3.23M | Sell |
6,721
-188
| -3% | -$90.4K | 0.04% | 107 |
|
|
2023
Q1 | $3.27M | Buy |
6,909
+314
| +5% | +$148K | 0.05% | 107 |
|
|
2022
Q4 | $3.5M | Sell |
6,595
-218
| -3% | -$116K | 0.05% | 105 |
|
|
2022
Q3 | $3.44M | Buy |
6,813
+275
| +4% | +$139K | 0.05% | 103 |
|
|
2022
Q2 | $3.36M | Sell |
6,538
-7
| -0.1% | -$3.6K | 0.05% | 103 |
|
|
2022
Q1 | $3.34M | Buy |
6,545
+32
| +0.5% | +$16.3K | 0.04% | 113 |
|
|
2021
Q4 | $3.27M | Sell |
6,513
-30
| -0.5% | -$15.1K | 0.03% | 113 |
|
|
2021
Q3 | $2.56M | Sell |
6,543
-492
| -7% | -$192K | 0.03% | 114 |
|
|
2021
Q2 | $2.82M | Buy |
7,035
+32
| +0.5% | +$12.8K | 0.03% | 109 |
|
|
2021
Q1 | $2.61M | Sell |
7,003
-546
| -7% | -$203K | 0.03% | 112 |
|
|
2020
Q4 | $2.65M | Sell |
7,549
-352
| -4% | -$123K | 0.03% | 106 |
|
|
2020
Q3 | $2.46M | Sell |
7,901
-63
| -0.8% | -$19.6K | 0.03% | 104 |
|
|
2020
Q2 | $2.35M | Sell |
7,964
-125
| -2% | -$36.9K | 0.04% | 100 |
|
|
2020
Q1 | $2.02M | Buy |
8,089
+785
| +11% | +$196K | 0.04% | 101 |
|
|
2019
Q4 | $2.15M | Sell |
7,304
-28
| -0.4% | -$8.23K | 0.04% | 117 |
|
|
2019
Q3 | $1.59M | Buy |
7,332
+289
| +4% | +$62.8K | 0.03% | 121 |
|
|
2019
Q2 | $1.72M | Buy |
7,043
+85
| +1% | +$20.7K | 0.03% | 122 |
|
|
2019
Q1 | $1.72M | Buy |
6,958
+673
| +11% | +$166K | 0.03% | 129 |
|
|
2018
Q4 | $1.57M | Buy |
6,285
+227
| +4% | +$56.6K | 0.04% | 109 |
|
|
2018
Q3 | $1.61M | Sell |
6,058
-38
| -0.6% | -$10.1K | 0.03% | 126 |
|
|
2018
Q2 | $1.5M | Buy |
6,096
+8
| +0.1% | +$1.96K | 0.03% | 121 |
|
|
2018
Q1 | $1.3M | Buy |
6,088
+4,598
| +309% | +$984K | 0.03% | 127 |
|
|
2017
Q4 | $328K | Buy |
+1,490
| New | +$328K | 0.01% | 201 |
|