DHFB
Dixon Hubard Feinour & Brown’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.1M | Buy |
17,722
+14,607
| +469% | +$7.5M | 1.08% | 28 |
|
|
2022
Q1 | $1.59M | Sell |
3,115
-396
| -11% | -$202K | 0.16% | 129 |
|
|
2021
Q4 | $1.76M | Buy |
3,511
+2,220
| +172% | +$1.11M | 0.17% | 121 |
|
|
2021
Q3 | $504K | Sell |
1,291
-115
| -8% | -$44.9K | 0.11% | 119 |
|
|
2021
Q2 | $563K | Sell |
1,406
-27,345
| -95% | -$10.9M | 0.12% | 113 |
|
|
2021
Q1 | $9.05M | Buy |
28,751
+1,390
| +5% | +$437K | 1.11% | 25 |
|
|
2020
Q4 | $8.53M | Hold |
27,361
| – | – | 2.19% | 13 |
|
|
2020
Q3 | $8.53M | Buy |
27,361
+26,351
| +2,609% | +$8.22M | 2.19% | 13 |
|
|
2020
Q2 | $303K | Buy |
1,010
+100
| +11% | +$30K | 0.08% | 137 |
|
|
2020
Q1 | $227K | Hold |
910
| – | – | 0.08% | 142 |
|
|
2019
Q4 | $268K | Buy |
+910
| New | +$268K | 0.07% | 152 |
|
|
2019
Q3 | – | Sell |
-910
| Closed | -$222K | – | 185 |
|
|
2019
Q2 | $222K | Sell |
910
-22,850
| -96% | -$5.57M | 0.06% | 159 |
|
|
2019
Q1 | $5.88M | Sell |
23,760
-85
| -0.4% | -$21K | 1.77% | 18 |
|
|
2018
Q4 | $5.94M | Buy |
23,845
+23,045
| +2,881% | +$5.74M | 2.2% | 13 |
|
|
2018
Q3 | $213K | Buy |
+800
| New | +$213K | 0.06% | 166 |
|