Diamant Asset 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 | $646K | Hold |
2,070
| – | – | 0.49% | 40 |
|
|
2025
Q1 | $1.08M | Buy |
2,070
+250
| +14% | +$131K | 0.82% | 26 |
|
|
2024
Q4 | $921K | Sell |
1,820
-30
| -2% | -$15.2K | 0.59% | 30 |
|
|
2024
Q3 | $1.08M | Sell |
1,850
-40
| -2% | -$23.4K | 0.68% | 29 |
|
|
2024
Q2 | $963K | Buy |
1,890
+150
| +9% | +$76.4K | 0.64% | 30 |
|
|
2024
Q1 | $861K | Buy |
1,740
+1,093
| +169% | +$541K | 0.6% | 35 |
|
|
2023
Q4 | $341K | Hold |
647
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $326K | Hold |
647
| – | – | 0.27% | 56 |
|
|
2023
Q2 | $311K | Hold |
647
| – | – | 0.24% | 59 |
|
|
2023
Q1 | $306K | Buy |
647
+2
| +0.3% | +$945 | 0.25% | 57 |
|
|
2022
Q4 | $342K | Hold |
645
| – | – | 0.31% | 56 |
|
|
2022
Q3 | $326K | Buy |
645
+15
| +2% | +$7.58K | 0.32% | 54 |
|
|
2022
Q2 | $324K | Sell |
630
-50
| -7% | -$25.7K | 0.29% | 56 |
|
|
2022
Q1 | $347K | Hold |
680
| – | – | 0.27% | 60 |
|
|
2021
Q4 | $341K | Hold |
680
| – | – | 0.25% | 61 |
|
|
2021
Q3 | $266K | Buy |
+680
| New | +$266K | 0.22% | 64 |
|
|
2021
Q1 | $234K | Hold |
630
| – | – | 0.21% | 64 |
|
|
2020
Q4 | $221K | Buy |
+630
| New | +$221K | 0.2% | 66 |
|
|
2019
Q3 | – | Sell |
-855
| Closed | -$209K | – | 74 |
|
|
2019
Q2 | $209K | Hold |
855
| – | – | 0.21% | 70 |
|
|
2019
Q1 | $211K | Hold |
855
| – | – | 0.21% | 73 |
|
|
2018
Q4 | $213K | Hold |
855
| – | – | 0.24% | 75 |
|
|
2018
Q3 | $227K | Buy |
855
+30
| +4% | +$7.97K | 0.21% | 76 |
|
|
2018
Q2 | $202K | Buy |
+825
| New | +$202K | 0.2% | 79 |
|