DFPG Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.78M | Buy |
10,656
+180
| +2% | +$97.6K | 0.45% | 47 |
|
|
2023
Q3 | $5.65M | Buy |
10,476
+1,551
| +17% | +$836K | 0.53% | 39 |
|
|
2023
Q2 | $4.5M | Buy |
8,925
+1,461
| +20% | +$736K | 0.41% | 54 |
|
|
2023
Q1 | $3.53M | Buy |
7,464
+1,994
| +36% | +$942K | 0.38% | 59 |
|
|
2022
Q4 | $2.7M | Buy |
5,470
+4,819
| +740% | +$2.38M | 0.44% | 51 |
|
|
2022
Q3 | $348K | Buy |
651
+24
| +4% | +$12.8K | 0.15% | 108 |
|
|
2022
Q2 | $326K | Sell |
627
-67
| -10% | -$34.8K | 0.14% | 109 |
|
|
2022
Q1 | $371K | Sell |
694
-2
| -0.3% | -$1.07K | 0.14% | 107 |
|
|
2021
Q4 | $322K | Buy |
696
+9
| +1% | +$4.16K | 0.13% | 123 |
|
|
2021
Q3 | $289K | Buy |
687
+113
| +20% | +$47.5K | 0.11% | 132 |
|
|
2021
Q2 | $240K | Sell |
574
-3,891
| -87% | -$1.63M | 0.09% | 144 |
|
|
2021
Q1 | $1.65M | Buy |
4,465
+433
| +11% | +$160K | 0.71% | 41 |
|
|
2020
Q4 | $1.47M | Buy |
+4,032
| New | +$1.47M | 0.67% | 45 |
|