DGS Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.13M | Sell |
2,226
-94
| -4% | -$47.6K | 0.28% | 60 |
|
2024
Q3 | $1.36M | Buy |
2,320
+9
| +0.4% | +$5.26K | 0.37% | 50 |
|
2024
Q2 | $1.18M | Sell |
2,311
-312
| -12% | -$159K | 0.33% | 52 |
|
2024
Q1 | $1.3M | Sell |
2,623
-103
| -4% | -$51K | 0.37% | 39 |
|
2023
Q4 | $1.44M | Buy |
2,726
+163
| +6% | +$85.8K | 0.55% | 27 |
|
2023
Q3 | $1.29M | Buy |
2,563
+461
| +22% | +$232K | 0.63% | 26 |
|
2023
Q2 | $1.01M | Buy |
2,102
+288
| +16% | +$138K | 0.5% | 39 |
|
2023
Q1 | $857K | Sell |
1,814
-161
| -8% | -$76.1K | 0.48% | 39 |
|
2022
Q4 | $1.05M | Buy |
1,975
+12
| +0.6% | +$6.36K | 0.68% | 25 |
|
2022
Q3 | $991K | Buy |
1,963
+214
| +12% | +$108K | 0.66% | 19 |
|
2022
Q2 | $898K | Buy |
1,749
+72
| +4% | +$37K | 0.72% | 23 |
|
2022
Q1 | $855K | Buy |
1,677
+273
| +19% | +$139K | 0.52% | 30 |
|
2021
Q4 | $705K | Buy |
+1,404
| New | +$705K | 0.44% | 35 |
|