DSA
Droms Strauss Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Hold |
1,645
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $862K | Hold |
1,645
| – | – | 0.3% | 35 |
|
|
2024
Q4 | $832K | Sell |
1,645
-82
| -5% | -$41.5K | 0.27% | 38 |
|
|
2024
Q3 | $1.01M | Sell |
1,727
-170
| -9% | -$99.4K | 0.36% | 31 |
|
|
2024
Q2 | $966K | Sell |
1,897
-776
| -29% | -$395K | 0.35% | 32 |
|
|
2024
Q1 | $1.32M | Sell |
2,673
-5
| -0.2% | -$2.47K | 0.48% | 29 |
|
|
2023
Q4 | $1.41M | Sell |
2,678
-24
| -0.9% | -$12.6K | 0.55% | 30 |
|
|
2023
Q3 | $1.36M | Hold |
2,702
| – | – | 0.59% | 26 |
|
|
2023
Q2 | $1.27M | Sell |
2,702
-7
| -0.3% | -$3.3K | 0.53% | 28 |
|
|
2023
Q1 | $1.28M | Hold |
2,709
| – | – | 0.58% | 26 |
|
|
2022
Q4 | $1.44M | Hold |
2,709
| – | – | 0.66% | 28 |
|
|
2022
Q3 | $1.37M | Hold |
2,709
| – | – | 0.68% | 24 |
|
|
2022
Q2 | $1.39M | Sell |
2,709
-344
| -11% | -$177K | 0.7% | 21 |
|
|
2022
Q1 | $1.59M | Buy |
3,053
+7
| +0.2% | +$3.65K | 0.8% | 14 |
|
|
2021
Q4 | $1.53M | Buy |
3,046
+1,594
| +110% | +$800K | 0.68% | 17 |
|
|
2021
Q3 | $569K | Buy |
1,452
+6
| +0.4% | +$2.35K | 0.27% | 30 |
|
|
2021
Q2 | $554K | Sell |
1,446
-214
| -13% | -$82K | 0.26% | 29 |
|
|
2021
Q1 | $618K | Hold |
1,660
| – | – | 0.3% | 27 |
|
|
2020
Q4 | $582K | Buy |
1,660
+144
| +9% | +$50.5K | 0.34% | 22 |
|
|
2020
Q3 | $473K | Hold |
1,516
| – | – | 0.28% | 31 |
|
|
2020
Q2 | $447K | Sell |
1,516
-144
| -9% | -$42.5K | 0.31% | 23 |
|
|
2020
Q1 | $413K | Hold |
1,660
| – | – | 0.34% | 28 |
|
|
2019
Q4 | $488K | Buy |
1,660
+460
| +38% | +$135K | 0.36% | 29 |
|
|
2019
Q3 | $261K | Sell |
1,200
-76
| -6% | -$16.5K | 0.21% | 33 |
|
|
2019
Q2 | $312K | Buy |
1,276
+76
| +6% | +$18.6K | 0.23% | 38 |
|
|
2019
Q1 | $297K | Hold |
1,200
| – | – | 0.23% | 36 |
|
|
2018
Q4 | $299K | Buy |
+1,200
| New | +$299K | 0.28% | 28 |
|