DI
Disciplined Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-211
| Closed | -$101K | – | 1463 |
|
|
2023
Q2 | $101K | Sell |
211
-5
| -2% | -$2.4K | 0.05% | 148 |
|
|
2023
Q1 | $102K | Sell |
216
-22
| -9% | -$10.4K | 0.04% | 165 |
|
|
2022
Q4 | $126K | Sell |
238
-85
| -26% | -$45.1K | 0.06% | 130 |
|
|
2022
Q3 | $163K | Sell |
323
-5
| -2% | -$2.52K | 0.07% | 136 |
|
|
2022
Q2 | $168K | Buy |
328
+39
| +13% | +$20K | 0.08% | 134 |
|
|
2022
Q1 | $147K | Buy |
289
+1
| +0.3% | +$509 | 0.06% | 138 |
|
|
2021
Q4 | $145K | Buy |
288
+112
| +64% | +$56.4K | 0.06% | 128 |
|
|
2021
Q3 | $69K | Hold |
176
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $70K | Hold |
176
| – | – | 0.04% | 168 |
|
|
2021
Q1 | $65K | Hold |
176
| – | – | 0.04% | 164 |
|
|
2020
Q4 | $62K | Hold |
176
| – | – | 0.04% | 139 |
|
|
2020
Q3 | $55K | Hold |
176
| – | – | 0.04% | 148 |
|
|
2020
Q2 | $52K | Hold |
176
| – | – | 0.04% | 160 |
|
|
2020
Q1 | $44K | Hold |
176
| – | – | 0.04% | 164 |
|
|
2019
Q4 | $52K | Buy |
+176
| New | +$52K | 0.04% | 163 |
|