DCM
Dimension Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-990
| Closed | -$519K | – | 114 |
|
|
2025
Q1 | $519K | Sell |
990
-21
| -2% | -$11K | 0.09% | 71 |
|
|
2024
Q4 | $511K | Buy |
1,011
+4
| +0.4% | +$2.02K | 0.08% | 66 |
|
|
2024
Q3 | $589K | Sell |
1,007
-62
| -6% | -$36.3K | 0.11% | 62 |
|
|
2024
Q2 | $544K | Sell |
1,069
-176
| -14% | -$89.6K | 0.11% | 63 |
|
|
2024
Q1 | $616K | Buy |
1,245
+99
| +9% | +$49K | 0.12% | 58 |
|
|
2023
Q4 | $603K | Buy |
+1,146
| New | +$603K | 0.13% | 58 |
|
|
2023
Q3 | – | Sell |
-1,086
| Closed | -$522K | – | 108 |
|
|
2023
Q2 | $522K | Buy |
1,086
+16
| +1% | +$7.69K | 0.11% | 56 |
|
|
2023
Q1 | $506K | Buy |
1,070
+32
| +3% | +$15.1K | 0.12% | 56 |
|
|
2022
Q4 | $550K | Buy |
1,038
+44
| +4% | +$23.3K | 0.13% | 51 |
|
|
2022
Q3 | $502K | Hold |
994
| – | – | 0.12% | 62 |
|
|
2022
Q2 | $510K | Hold |
994
| – | – | 0.12% | 58 |
|
|
2022
Q1 | $507K | Hold |
994
| – | – | 0.09% | 67 |
|
|
2021
Q4 | $499K | Hold |
994
| – | – | 0.09% | 71 |
|
|
2021
Q3 | $389K | Sell |
994
-100
| -9% | -$39.1K | 0.08% | 81 |
|
|
2021
Q2 | $438K | Sell |
1,094
-275
| -20% | -$110K | 0.1% | 75 |
|
|
2021
Q1 | $510K | Buy |
1,369
+245
| +22% | +$91.3K | 0.12% | 69 |
|
|
2020
Q4 | $395K | Sell |
1,124
-103
| -8% | -$36.2K | 0.11% | 63 |
|
|
2020
Q3 | $384K | Buy |
1,227
+9
| +0.7% | +$2.82K | 0.12% | 70 |
|
|
2020
Q2 | $359K | Buy |
1,218
+119
| +11% | +$35.1K | 0.11% | 74 |
|
|
2020
Q1 | $273K | Buy |
1,099
+7
| +0.6% | +$1.74K | 0.1% | 78 |
|
|
2019
Q4 | $321K | Sell |
1,092
-3
| -0.3% | -$882 | 0.09% | 81 |
|
|
2019
Q3 | $238K | Sell |
1,095
-13
| -1% | -$2.83K | 0.08% | 87 |
|
|
2019
Q2 | $271K | Buy |
1,108
+13
| +1% | +$3.18K | 0.09% | 90 |
|
|
2019
Q1 | $271K | Buy |
+1,095
| New | +$271K | 0.12% | 81 |
|