DAS
Diversify Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
49,555
+44,090
| +807% | +$11.5M | 0.5% | 33 |
|
|
2025
Q1 | $2.24M | Sell |
5,465
-818
| -13% | -$335K | 0.14% | 113 |
|
|
2024
Q4 | $3.27M | Sell |
6,283
-2,132
| -25% | -$1.11M | 0.18% | 77 |
|
|
2024
Q3 | $4.8M | Sell |
8,415
-2,375
| -22% | -$1.35M | 0.26% | 74 |
|
|
2024
Q2 | $5.31M | Sell |
10,790
-1,348
| -11% | -$663K | 0.29% | 60 |
|
|
2024
Q1 | $5.94M | Buy |
+12,138
| New | +$5.94M | 0.35% | 60 |
|