DLA
Douglas Lane & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
77,271
-8,458
| -10% | -$2.64M | 0.35% | 95 |
|
|
2025
Q1 | $44.9M | Buy |
85,729
+1,027
| +1% | +$538K | 0.66% | 62 |
|
|
2024
Q4 | $42.8M | Buy |
84,702
+1,406
| +2% | +$711K | 0.6% | 70 |
|
|
2024
Q3 | $48.7M | Sell |
83,296
-301
| -0.4% | -$176K | 0.67% | 58 |
|
|
2024
Q2 | $42.6M | Buy |
83,597
+11,712
| +16% | +$5.96M | 0.6% | 65 |
|
|
2024
Q1 | $35.6M | Buy |
71,885
+8,611
| +14% | +$4.26M | 0.5% | 78 |
|
|
2023
Q4 | $33.3M | Sell |
63,274
-2,516
| -4% | -$1.32M | 0.51% | 77 |
|
|
2023
Q3 | $33.2M | Sell |
65,790
-5,055
| -7% | -$2.55M | 0.56% | 69 |
|
|
2023
Q2 | $34.1M | Sell |
70,845
-2,462
| -3% | -$1.18M | 0.55% | 68 |
|
|
2023
Q1 | $34.6M | Sell |
73,307
-1,691
| -2% | -$799K | 0.58% | 64 |
|
|
2022
Q4 | $39.8M | Sell |
74,998
-3,909
| -5% | -$2.07M | 0.66% | 58 |
|
|
2022
Q3 | $39.9M | Sell |
78,907
-5,402
| -6% | -$2.73M | 0.74% | 55 |
|
|
2022
Q2 | $43.3M | Sell |
84,309
-9,299
| -10% | -$4.78M | 0.74% | 58 |
|
|
2022
Q1 | $47.7M | Sell |
93,608
-1,359
| -1% | -$693K | 0.67% | 59 |
|
|
2021
Q4 | $47.7M | Sell |
94,967
-1,164
| -1% | -$584K | 0.63% | 66 |
|
|
2021
Q3 | $37.6M | Sell |
96,131
-1,362
| -1% | -$532K | 0.54% | 77 |
|
|
2021
Q2 | $39M | Buy |
97,493
+480
| +0.5% | +$192K | 0.55% | 75 |
|
|
2021
Q1 | $36.1M | Sell |
97,013
-274
| -0.3% | -$102K | 0.56% | 73 |
|
|
2020
Q4 | $34.1M | Sell |
97,287
-352
| -0.4% | -$123K | 0.57% | 71 |
|
|
2020
Q3 | $30.4M | Buy |
97,639
+9,038
| +10% | +$2.82M | 0.6% | 60 |
|
|
2020
Q2 | $26.1M | Sell |
88,601
-432
| -0.5% | -$127K | 0.56% | 62 |
|
|
2020
Q1 | $22.2M | Buy |
89,033
+2,292
| +3% | +$572K | 0.58% | 58 |
|
|
2019
Q4 | $25.5M | Buy |
86,741
+21,919
| +34% | +$6.44M | 0.47% | 73 |
|
|
2019
Q3 | $14.1M | Buy |
64,822
+24,062
| +59% | +$5.23M | 0.28% | 91 |
|
|
2019
Q2 | $9.95M | Buy |
40,760
+32,242
| +379% | +$7.87M | 0.19% | 101 |
|
|
2019
Q1 | $2.11M | Buy |
8,518
+5,109
| +150% | +$1.26M | 0.04% | 129 |
|
|
2018
Q4 | $849K | Buy |
3,409
+597
| +21% | +$149K | 0.02% | 146 |
|
|
2018
Q3 | $748K | Buy |
2,812
+768
| +38% | +$204K | 0.01% | 156 |
|
|
2018
Q2 | $501K | Sell |
2,044
-744
| -27% | -$182K | 0.01% | 163 |
|
|
2018
Q1 | $597K | Sell |
2,788
-30
| -1% | -$6.42K | 0.01% | 160 |
|
|
2017
Q4 | $621K | Buy |
2,818
+151
| +6% | +$33.3K | 0.01% | 160 |
|
|
2017
Q3 | $522K | Buy |
2,667
+29
| +1% | +$5.68K | 0.01% | 170 |
|
|
2017
Q2 | $489K | Sell |
2,638
-65
| -2% | -$12K | 0.01% | 172 |
|
|
2017
Q1 | $443K | Sell |
2,703
-379
| -12% | -$62.1K | 0.01% | 176 |
|
|
2016
Q4 | $493K | Sell |
3,082
-283
| -8% | -$45.3K | 0.01% | 175 |
|
|
2016
Q3 | $471K | Sell |
3,365
-1,207
| -26% | -$169K | 0.01% | 172 |
|
|
2016
Q2 | $646K | Sell |
4,572
-401
| -8% | -$56.7K | 0.02% | 166 |
|
|
2016
Q1 | $641K | Buy |
+4,973
| New | +$641K | 0.02% | 164 |
|