DT Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
1,533
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $803K | Sell |
1,533
-36
| -2% | -$18.9K | 0.08% | 97 |
|
|
2024
Q4 | $794K | Sell |
1,569
-2,349
| -60% | -$1.19M | 0.07% | 98 |
|
|
2024
Q3 | $2.29M | Buy |
3,918
+143
| +4% | +$83.6K | 0.19% | 62 |
|
|
2024
Q2 | $1.92M | Buy |
3,775
+13
| +0.3% | +$6.62K | 0.17% | 61 |
|
|
2024
Q1 | $1.86M | Buy |
3,762
+53
| +1% | +$26.2K | 0.19% | 57 |
|
|
2023
Q4 | $1.87M | Sell |
3,709
-150
| -4% | -$75.5K | 0.2% | 55 |
|
|
2023
Q3 | $1.95M | Buy |
3,859
+2,422
| +169% | +$1.22M | 0.24% | 52 |
|
|
2023
Q2 | $725K | Hold |
1,437
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $712K | Hold |
1,437
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $762K | Hold |
1,437
| – | – | 0.1% | 92 |
|
|
2022
Q3 | $726K | Sell |
1,437
-1,696
| -54% | -$857K | 0.12% | 89 |
|
|
2022
Q2 | $1.61M | Buy |
3,133
+430
| +16% | +$221K | 0.24% | 52 |
|
|
2022
Q1 | $1.38M | Buy |
2,703
+1,273
| +89% | +$649K | 0.18% | 64 |
|
|
2021
Q4 | $718K | Sell |
1,430
-3,630
| -72% | -$1.82M | 0.09% | 91 |
|
|
2021
Q3 | $1.98M | Buy |
5,060
+2,655
| +110% | +$1.04M | 0.27% | 51 |
|
|
2021
Q2 | $963K | Buy |
2,405
+172
| +8% | +$68.9K | 0.13% | 70 |
|
|
2021
Q1 | $831K | Buy |
2,233
+126
| +6% | +$46.9K | 0.12% | 75 |
|
|
2020
Q4 | $738K | Buy |
+2,107
| New | +$738K | 0.12% | 76 |
|
|
2015
Q3 | – | Sell |
-1,925
| Closed | -$235K | – | 114 |
|
|
2015
Q2 | $235K | Buy |
+1,925
| New | +$235K | 0.06% | 115 |
|