Dorchester Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.33M | Sell |
2,631
-903
| -26% | -$457K | 0.27% | 61 |
|
|
2024
Q3 | $2.07M | Sell |
3,534
-2,127
| -38% | -$1.24M | 0.38% | 52 |
|
|
2024
Q2 | $2.88M | Sell |
5,661
-2,130
| -27% | -$1.08M | 0.56% | 48 |
|
|
2024
Q1 | $3.85M | Sell |
7,791
-513
| -6% | -$254K | 0.69% | 46 |
|
|
2023
Q4 | $4.37M | Sell |
8,304
-95
| -1% | -$50K | 0.81% | 40 |
|
|
2023
Q3 | $4.23M | Sell |
8,399
-375
| -4% | -$189K | 0.86% | 39 |
|
|
2023
Q2 | $4.22M | Sell |
8,774
-110
| -1% | -$52.9K | 0.86% | 41 |
|
|
2023
Q1 | $4.2M | Buy |
8,884
+665
| +8% | +$314K | 0.86% | 40 |
|
|
2022
Q4 | $4.36M | Sell |
8,219
-1,485
| -15% | -$787K | 1.03% | 35 |
|
|
2022
Q3 | $4.9M | Sell |
9,704
-130
| -1% | -$65.7K | 1.08% | 36 |
|
|
2022
Q2 | $5.05M | Buy |
9,834
+100
| +1% | +$51.4K | 1.01% | 38 |
|
|
2022
Q1 | $6.2M | Sell |
9,734
-905
| -9% | -$577K | 0.99% | 38 |
|
|
2021
Q4 | $5.34M | Sell |
10,639
-290
| -3% | -$146K | 1.06% | 34 |
|
|
2021
Q3 | $4.27M | Buy |
10,929
+290
| +3% | +$113K | 1.05% | 37 |
|
|
2021
Q2 | $4.26M | Sell |
10,639
-819
| -7% | -$328K | 0.98% | 38 |
|
|
2021
Q1 | $4.26M | Sell |
11,458
-125
| -1% | -$46.5K | 1.06% | 38 |
|
|
2020
Q4 | $4.06M | Sell |
11,583
-300
| -3% | -$105K | 1.07% | 36 |
|
|
2020
Q3 | $3.71M | Sell |
11,883
-85
| -0.7% | -$26.5K | 1.15% | 34 |
|
|
2020
Q2 | $3.53M | Sell |
11,968
-375
| -3% | -$111K | 1.12% | 32 |
|
|
2020
Q1 | $3.08M | Sell |
12,343
-987
| -7% | -$246K | 1.14% | 31 |
|
|
2019
Q4 | $3.92M | Sell |
13,330
-250
| -2% | -$73.5K | 1.09% | 34 |
|
|
2019
Q3 | $2.95M | Sell |
13,580
-500
| -4% | -$109K | 0.87% | 36 |
|
|
2019
Q2 | $3.44M | Sell |
14,080
-715
| -5% | -$174K | 1.02% | 35 |
|
|
2019
Q1 | $3.66M | Sell |
14,795
-100
| -0.7% | -$24.7K | 1.12% | 32 |
|
|
2018
Q4 | $3.71M | Sell |
14,895
-720
| -5% | -$179K | 1.29% | 29 |
|
|
2018
Q3 | $4.15M | Sell |
15,615
-190
| -1% | -$50.5K | 1.29% | 28 |
|
|
2018
Q2 | $3.88M | Hold |
15,805
| – | – | 1.27% | 31 |
|
|
2018
Q1 | $3.38M | Sell |
15,805
-2,350
| -13% | -$503K | 1.14% | 32 |
|
|
2017
Q4 | $4M | Hold |
18,155
| – | – | 1.26% | 31 |
|
|
2017
Q3 | $3.56M | Sell |
18,155
-825
| -4% | -$162K | 1.14% | 31 |
|
|
2017
Q2 | $3.52M | Sell |
18,980
-538
| -3% | -$99.7K | 1.21% | 28 |
|
|
2017
Q1 | $3.2M | Sell |
19,518
-1,207
| -6% | -$198K | 1.11% | 30 |
|
|
2016
Q4 | $3.32M | Sell |
20,725
-3,600
| -15% | -$576K | 1.21% | 28 |
|
|
2016
Q3 | $3.41M | Sell |
24,325
-2,425
| -9% | -$340K | 1.27% | 28 |
|
|
2016
Q2 | $3.78M | Sell |
26,750
-400
| -1% | -$56.5K | 1.4% | 26 |
|
|
2016
Q1 | $3.5M | Hold |
27,150
| – | – | 1.32% | 27 |
|
|
2015
Q4 | $3.19M | Sell |
27,150
-650
| -2% | -$76.5K | 1.33% | 27 |
|
|
2015
Q3 | $4.3M | Buy |
27,800
+1,150
| +4% | +$178K | 1.59% | 24 |
|
|
2015
Q2 | $4.06M | Buy |
+26,650
| New | +$4.06M | 1.34% | 27 |
|