DY
UNH icon

Dowling & Yahnke’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$21.6M Sell
42,702
-45
-0.1% -$22.7K 1% 21
2022
Q2
$22M Buy
42,747
+404
+1% +$208K 1.03% 20
2022
Q1
$21.6M Sell
42,343
-67
-0.2% -$34.2K 0.94% 24
2021
Q4
$21.3M Sell
42,410
-424
-1% -$213K 1.02% 22
2021
Q3
$16.7M Sell
42,834
-373
-0.9% -$146K 0.93% 25
2021
Q2
$17.3M Sell
43,207
-194
-0.4% -$77.7K 0.99% 23
2021
Q1
$16.1M Sell
43,401
-221
-0.5% -$82.2K 1.1% 16
2020
Q4
$15.3M Sell
43,622
-540
-1% -$189K 1.09% 21
2020
Q3
$13.8M Sell
44,162
-1,159
-3% -$361K 1.1% 19
2020
Q2
$13.4M Sell
45,321
-1,267
-3% -$374K 1.12% 16
2020
Q1
$11.6M Sell
46,588
-1,881
-4% -$469K 1.12% 16
2019
Q4
$14.2M Sell
48,469
-559
-1% -$164K 1.09% 18
2019
Q3
$10.7M Sell
49,028
-659
-1% -$143K 0.88% 25
2019
Q2
$12.1M Buy
49,687
+8
+0% +$1.95K 1% 21
2019
Q1
$12.3M Sell
49,679
-768
-2% -$190K 1.18% 16
2018
Q4
$14.2M Buy
50,447
+661
+1% +$186K 1.47% 9
2018
Q3
$13.2M Sell
49,786
-662
-1% -$176K 1.16% 14
2018
Q2
$12.4M Sell
50,448
-660
-1% -$162K 1.15% 14
2018
Q1
$10.9M Sell
51,108
-1,563
-3% -$334K 1.02% 17
2017
Q4
$11.6M Sell
52,671
-1,142
-2% -$252K 1.05% 15
2017
Q3
$10.5M Sell
53,813
-636
-1% -$125K 1.07% 14
2017
Q2
$10.1M Sell
54,449
-1,763
-3% -$327K 1.06% 16
2017
Q1
$9.22M Sell
56,212
-701
-1% -$115K 0.98% 20
2016
Q4
$9.11M Sell
56,913
-2,072
-4% -$332K 1.02% 20
2016
Q3
$8.26M Sell
58,985
-77
-0.1% -$10.8K 0.97% 21
2016
Q2
$8.34M Buy
59,062
+1,094
+2% +$154K 1% 21
2016
Q1
$7.47M Buy
57,968
+878
+2% +$113K 0.92% 24
2015
Q4
$6.72M Sell
57,090
-1,570
-3% -$185K 0.84% 26
2015
Q3
$6.81M Buy
58,660
+593
+1% +$68.8K 0.93% 22
2015
Q2
$7.08M Sell
58,067
-408
-0.7% -$49.8K 0.89% 19
2015
Q1
$6.92M Sell
58,475
-519
-0.9% -$61.4K 0.86% 23
2014
Q4
$5.96M Sell
58,994
-1,361
-2% -$138K 0.74% 37
2014
Q3
$5.21M Buy
60,355
+133
+0.2% +$11.5K 0.69% 42
2014
Q2
$4.92M Sell
60,222
-1,316
-2% -$108K 0.64% 49
2014
Q1
$5.05M Buy
61,538
+555
+0.9% +$45.5K 0.66% 42
2013
Q4
$4.59M Buy
60,983
+2,107
+4% +$159K 0.65% 51
2013
Q3
$4.22M Buy
58,876
+40
+0.1% +$2.86K 0.66% 49
2013
Q2
$3.85M Buy
+58,836
New +$3.85M 0.64% 53