DOA
D'Orazio & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
48,377
-262
| -0.5% | -$81.7K | 2.13% | 12 |
|
|
2025
Q1 | $25.5M | Sell |
48,639
-844
| -2% | -$442K | 3.86% | 9 |
|
|
2024
Q4 | $25M | Sell |
49,483
-2,864
| -5% | -$1.45M | 3.68% | 10 |
|
|
2024
Q3 | $30.6M | Buy |
52,347
+278
| +0.5% | +$163K | 4.34% | 7 |
|
|
2024
Q2 | $26.5M | Sell |
52,069
-321
| -0.6% | -$163K | 4.07% | 9 |
|
|
2024
Q1 | $25.9M | Sell |
52,390
-280
| -0.5% | -$139K | 4.18% | 8 |
|
|
2023
Q4 | $27.7M | Buy |
52,670
+412
| +0.8% | +$217K | 4.97% | 5 |
|
|
2023
Q3 | $26.3M | Sell |
52,258
-7
| -0% | -$3.53K | 5.91% | 5 |
|
|
2023
Q2 | $25.1M | Buy |
52,265
+190
| +0.4% | +$91.3K | 5.86% | 6 |
|
|
2023
Q1 | $24.6M | Sell |
52,075
-545
| -1% | -$258K | 6.38% | 6 |
|
|
2022
Q4 | $27.9M | Sell |
52,620
-92
| -0.2% | -$48.8K | 6.61% | 4 |
|
|
2022
Q3 | $26.6M | Buy |
52,712
+423
| +0.8% | +$214K | 7.79% | 3 |
|
|
2022
Q2 | $26.9M | Sell |
52,289
-67
| -0.1% | -$34.4K | 7.14% | 5 |
|
|
2022
Q1 | $26.7M | Buy |
52,356
+191
| +0.4% | +$97.4K | 6.44% | 6 |
|
|
2021
Q4 | $26.2M | Buy |
52,165
+413
| +0.8% | +$207K | 6.05% | 6 |
|
|
2021
Q3 | $20.2M | Buy |
51,752
+378
| +0.7% | +$148K | 4.92% | 6 |
|
|
2021
Q2 | $20.6M | Hold |
51,374
| – | – | 5.31% | 6 |
|
|
2021
Q1 | $19.1M | Hold |
51,374
| – | – | 5.34% | 6 |
|
|
2020
Q4 | $18M | Hold |
51,374
| – | – | 5.83% | 4 |
|
|
2020
Q3 | $16M | Hold |
51,374
| – | – | 6.48% | 4 |
|
|
2020
Q2 | $15.2M | Hold |
51,374
| – | – | 6.59% | 5 |
|
|
2020
Q1 | $12.8M | Hold |
51,374
| – | – | 6.27% | 5 |
|
|
2019
Q4 | $15.1M | Sell |
51,374
-15
| -0% | -$4.41K | 4.46% | 9 |
|
|
2019
Q3 | $11.2M | Sell |
51,389
-22
| -0% | -$4.78K | 3.59% | 9 |
|
|
2019
Q2 | $12.5M | Hold |
51,411
| – | – | 3.62% | 9 |
|
|
2019
Q1 | $12.7M | Buy |
51,411
+40
| +0.1% | +$9.89K | 3.77% | 9 |
|
|
2018
Q4 | $12.8M | Hold |
51,371
| – | – | 4.2% | 9 |
|
|
2018
Q3 | $13.7M | Sell |
51,371
-60
| -0.1% | -$16K | 4.99% | 8 |
|
|
2018
Q2 | $12.6M | Hold |
51,431
| – | – | 4.84% | 9 |
|
|
2018
Q1 | $11M | Sell |
51,431
-20
| -0% | -$4.28K | 4.12% | 10 |
|
|
2017
Q4 | $11.3M | Sell |
51,451
-310
| -0.6% | -$68.3K | 3.99% | 10 |
|
|
2017
Q3 | $10.1M | Sell |
51,761
-33
| -0.1% | -$6.46K | 3.76% | 10 |
|
|
2017
Q2 | $9.6M | Hold |
51,794
| – | – | 3.73% | 10 |
|
|
2017
Q1 | $8.5M | Sell |
51,794
-50
| -0.1% | -$8.2K | 3.31% | 9 |
|
|
2016
Q4 | $8.3M | Sell |
51,844
-12
| -0% | -$1.92K | 3.31% | 9 |
|
|
2016
Q3 | $7.26M | Sell |
51,856
-50
| -0.1% | -$7K | 2.91% | 9 |
|
|
2016
Q2 | $7.33M | Sell |
51,906
-385
| -0.7% | -$54.4K | 2.9% | 9 |
|
|
2016
Q1 | $6.74M | Buy |
52,291
+62
| +0.1% | +$7.99K | 2.83% | 9 |
|
|
2015
Q4 | $6.14M | Buy |
52,229
+37,564
| +256% | +$4.42M | 3% | 10 |
|
|
2015
Q3 | $1.71M | Sell |
14,665
-497
| -3% | -$57.9K | 0.87% | 10 |
|
|
2015
Q2 | $1.85M | Hold |
15,162
| – | – | 1.23% | 12 |
|
|
2015
Q1 | $1.79M | Hold |
15,162
| – | – | 1.42% | 11 |
|
|
2014
Q4 | $1.53M | Hold |
15,162
| – | – | 1.04% | 13 |
|
|
2014
Q3 | $1.31M | Sell |
15,162
-40
| -0.3% | -$3.45K | 0.96% | 13 |
|
|
2014
Q2 | $1.24M | Hold |
15,202
| – | – | 0.93% | 13 |
|
|
2014
Q1 | $1.25M | Hold |
15,202
| – | – | 0.98% | 13 |
|
|
2013
Q4 | $1.15M | Buy |
+15,202
| New | +$1.15M | 0.97% | 14 |
|