DLK Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,607
| Closed | -$4.35M | – | 93 |
|
|
2024
Q4 | $4.35M | Sell |
8,607
-2,635
| -23% | -$1.33M | 1.82% | 24 |
|
|
2024
Q3 | $6.57M | Sell |
11,242
-32
| -0.3% | -$18.7K | 2.52% | 12 |
|
|
2024
Q2 | $5.74M | Buy |
11,274
+264
| +2% | +$134K | 2.37% | 15 |
|
|
2024
Q1 | $5.45M | Buy |
11,010
+314
| +3% | +$155K | 2.31% | 16 |
|
|
2023
Q4 | $5.63M | Buy |
+10,696
| New | +$5.63M | 2.56% | 12 |
|