DA
Doliver Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
+4,533
| New | +$1.41M | 0.39% | 45 |
|
|
2025
Q1 | – | Sell |
-1,751
| Closed | -$886K | – | 169 |
|
|
2024
Q4 | $886K | Sell |
1,751
-1,337
| -43% | -$677K | 0.25% | 67 |
|
|
2024
Q3 | $1.81M | Sell |
3,088
-313
| -9% | -$183K | 0.5% | 32 |
|
|
2024
Q2 | $1.73M | Sell |
3,401
-8
| -0.2% | -$4.07K | 0.48% | 31 |
|
|
2024
Q1 | $1.69M | Sell |
3,409
-397
| -10% | -$196K | 0.47% | 34 |
|
|
2023
Q4 | $2M | Buy |
3,806
+16
| +0.4% | +$8.42K | 0.61% | 21 |
|
|
2023
Q3 | $1.91M | Sell |
3,790
-60
| -2% | -$30.3K | 0.58% | 24 |
|
|
2023
Q2 | $1.85M | Buy |
3,850
+479
| +14% | +$230K | 0.56% | 23 |
|
|
2023
Q1 | $1.59M | Sell |
3,371
-442
| -12% | -$209K | 0.5% | 29 |
|
|
2022
Q4 | $2.02M | Sell |
3,813
-79
| -2% | -$41.9K | 0.66% | 19 |
|
|
2022
Q3 | $1.97M | Sell |
3,892
-3
| -0.1% | -$1.52K | 0.73% | 18 |
|
|
2022
Q2 | $2M | Sell |
3,895
-1,097
| -22% | -$564K | 0.71% | 20 |
|
|
2022
Q1 | $2.55M | Sell |
4,992
-1,085
| -18% | -$553K | 0.8% | 18 |
|
|
2021
Q4 | $2.94M | Sell |
6,077
-1,482
| -20% | -$716K | 0.92% | 13 |
|
|
2021
Q3 | $2.95M | Buy |
7,559
+39
| +0.5% | +$15.2K | 0.99% | 11 |
|
|
2021
Q2 | $3.01M | Buy |
7,520
+1,669
| +29% | +$668K | 1% | 10 |
|
|
2021
Q1 | $2.18M | Buy |
5,851
+279
| +5% | +$104K | 0.81% | 20 |
|
|
2020
Q4 | $1.95M | Buy |
5,572
+407
| +8% | +$143K | 0.86% | 18 |
|
|
2020
Q3 | $1.61M | Sell |
5,165
-3,667
| -42% | -$1.14M | 0.82% | 19 |
|
|
2020
Q2 | $2.61M | Sell |
8,832
-3,100
| -26% | -$914K | 1.16% | 15 |
|
|
2020
Q1 | $3.51M | Buy |
11,932
+1,651
| +16% | +$485K | 1.73% | 6 |
|
|
2019
Q4 | $3.02M | Sell |
10,281
-1,014
| -9% | -$298K | 1.19% | 8 |
|
|
2019
Q3 | $2.7M | Buy |
11,295
+1,627
| +17% | +$388K | 1.08% | 8 |
|
|
2019
Q2 | $2.36M | Buy |
9,668
+3,253
| +51% | +$794K | 0.93% | 9 |
|
|
2019
Q1 | $1.59M | Buy |
6,415
+2,222
| +53% | +$549K | 0.64% | 17 |
|
|
2018
Q4 | $1.05M | Buy |
+4,193
| New | +$1.05M | 0.51% | 21 |
|