Dillon & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
1,106
-44
| -4% | -$13.7K | 0.05% | 64 |
|
|
2025
Q1 | $603K | Sell |
1,150
-17
| -1% | -$8.91K | 0.09% | 59 |
|
|
2024
Q4 | $591K | Sell |
1,167
-38
| -3% | -$19.2K | 0.08% | 61 |
|
|
2024
Q3 | $705K | Buy |
1,205
+8
| +0.7% | +$4.68K | 0.1% | 58 |
|
|
2024
Q2 | $609K | Hold |
1,197
| – | – | 0.09% | 62 |
|
|
2024
Q1 | $593K | Hold |
1,197
| – | – | 0.09% | 61 |
|
|
2023
Q4 | $630K | Buy |
1,197
+9
| +0.8% | +$4.74K | 0.11% | 60 |
|
|
2023
Q3 | $599K | Hold |
1,188
| – | – | 0.12% | 60 |
|
|
2023
Q2 | $571K | Hold |
1,188
| – | – | 0.11% | 61 |
|
|
2023
Q1 | $562K | Buy |
1,188
+16
| +1% | +$7.57K | 0.11% | 60 |
|
|
2022
Q4 | $621K | Sell |
1,172
-15
| -1% | -$7.95K | 0.13% | 58 |
|
|
2022
Q3 | $599K | Hold |
1,187
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $610K | Hold |
1,187
| – | – | 0.14% | 55 |
|
|
2022
Q1 | $605K | Hold |
1,187
| – | – | 0.11% | 53 |
|
|
2021
Q4 | $596K | Buy |
1,187
+43
| +4% | +$21.6K | 0.1% | 54 |
|
|
2021
Q3 | $447K | Hold |
1,144
| – | – | 0.09% | 56 |
|
|
2021
Q2 | $458K | Hold |
1,144
| – | – | 0.09% | 56 |
|
|
2021
Q1 | $426K | Sell |
1,144
-17
| -1% | -$6.33K | 0.09% | 56 |
|
|
2020
Q4 | $408K | Hold |
1,161
| – | – | 0.09% | 55 |
|
|
2020
Q3 | $362K | Buy |
1,161
+61
| +6% | +$19K | 0.09% | 54 |
|
|
2020
Q2 | $325K | Hold |
1,100
| – | – | 0.09% | 57 |
|
|
2020
Q1 | $274K | Hold |
1,100
| – | – | 0.09% | 58 |
|
|
2019
Q4 | $323K | Hold |
1,100
| – | – | 0.09% | 58 |
|
|
2019
Q3 | $239K | Hold |
1,100
| – | – | 0.07% | 63 |
|
|
2019
Q2 | $268K | Buy |
1,100
+200
| +22% | +$48.7K | 0.08% | 59 |
|
|
2019
Q1 | $222K | Hold |
900
| – | – | 0.07% | 62 |
|
|
2018
Q4 | $224K | Hold |
900
| – | – | 0.09% | 61 |
|
|
2018
Q3 | $239K | Hold |
900
| – | – | 0.08% | 64 |
|
|
2018
Q2 | $221K | Buy |
+900
| New | +$221K | 0.08% | 65 |
|