DWA
Dorsey Wright & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,586
| Closed | -$2.96M | – | 355 |
|
|
2022
Q4 | $2.96M | Buy |
+5,586
| New | +$2.96M | 0.86% | 45 |
|
|
2022
Q2 | $2.56M | Buy |
+4,974
| New | +$2.56M | 0.75% | 67 |
|
|
2021
Q1 | – | Sell |
-1,134
| Closed | -$398K | – | 377 |
|
|
2020
Q4 | $398K | Hold |
1,134
| – | – | 0.06% | 142 |
|
|
2020
Q3 | $354K | Sell |
1,134
-3,314
| -75% | -$1.03M | 0.06% | 140 |
|
|
2020
Q2 | $1.32M | Buy |
4,448
+3,314
| +292% | +$984K | 0.27% | 99 |
|
|
2020
Q1 | $283K | Buy |
+1,134
| New | +$283K | 0.11% | 98 |
|
|
2019
Q2 | – | Sell |
-20,255
| Closed | -$5.01M | – | 338 |
|
|
2019
Q1 | $5.01M | Buy |
20,255
+578
| +3% | +$143K | 1.21% | 20 |
|
|
2018
Q4 | $4.9M | Buy |
19,677
+686
| +4% | +$171K | 1.47% | 13 |
|
|
2018
Q3 | $5.05M | Sell |
18,991
-1,134
| -6% | -$302K | 0.92% | 55 |
|
|
2018
Q2 | $4.94M | Buy |
20,125
+1,409
| +8% | +$346K | 0.72% | 57 |
|
|
2018
Q1 | $4.01M | Buy |
18,716
+322
| +2% | +$68.9K | 0.62% | 58 |
|
|
2017
Q4 | $4.06M | Buy |
18,394
+4,039
| +28% | +$890K | 0.73% | 61 |
|
|
2017
Q3 | $2.81M | Buy |
14,355
+2,742
| +24% | +$537K | 0.65% | 70 |
|
|
2017
Q2 | $2.15M | Buy |
11,613
+91
| +0.8% | +$16.9K | 0.66% | 71 |
|
|
2017
Q1 | $1.89M | Buy |
11,522
+1,147
| +11% | +$188K | 0.65% | 59 |
|
|
2016
Q4 | $1.66M | Buy |
10,375
+734
| +8% | +$117K | 0.7% | 54 |
|
|
2016
Q3 | $1.35M | Buy |
9,641
+172
| +2% | +$24.1K | 0.64% | 51 |
|
|
2016
Q2 | $1.34M | Buy |
9,469
+1,157
| +14% | +$163K | 0.71% | 44 |
|
|
2016
Q1 | $1.07M | Buy |
8,312
+156
| +2% | +$20.1K | 0.57% | 52 |
|
|
2015
Q4 | $959K | Buy |
+8,156
| New | +$959K | 0.49% | 52 |
|