DAS
Dynamic Advisor Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
14,171
-7,195
| -34% | -$2.24M | 0.14% | 177 |
|
|
2025
Q1 | $11.2M | Buy |
+21,366
| New | +$11.2M | 0.37% | 69 |
|
|
2024
Q4 | – | Sell |
-22,339
| Closed | -$13.1M | – | 855 |
|
|
2024
Q3 | $13.1M | Sell |
22,339
-3,231
| -13% | -$1.89M | 0.39% | 61 |
|
|
2024
Q2 | $13M | Buy |
25,570
+472
| +2% | +$240K | 0.41% | 57 |
|
|
2024
Q1 | $12.4M | Buy |
25,098
+3,048
| +14% | +$1.51M | 0.42% | 51 |
|
|
2023
Q4 | $11.8M | Buy |
22,050
+6,654
| +43% | +$3.58M | 0.44% | 49 |
|
|
2023
Q3 | $7.76M | Buy |
15,396
+434
| +3% | +$219K | 0.37% | 68 |
|
|
2023
Q2 | $7.19M | Buy |
14,962
+691
| +5% | +$332K | 0.37% | 58 |
|
|
2023
Q1 | $6.74M | Buy |
14,271
+1,669
| +13% | +$789K | 0.39% | 60 |
|
|
2022
Q4 | $6.68M | Sell |
12,602
-562
| -4% | -$298K | 0.46% | 49 |
|
|
2022
Q3 | $6.65M | Sell |
13,164
-535
| -4% | -$270K | 0.51% | 41 |
|
|
2022
Q2 | $7.04M | Buy |
13,699
+584
| +4% | +$300K | 0.54% | 36 |
|
|
2022
Q1 | $6.69M | Sell |
13,115
-584
| -4% | -$298K | 0.47% | 41 |
|
|
2021
Q4 | $6.88M | Buy |
13,699
+585
| +4% | +$294K | 0.49% | 40 |
|
|
2021
Q3 | $5.12M | Buy |
13,114
+233
| +2% | +$91K | 0.39% | 59 |
|
|
2021
Q2 | $5.16M | Buy |
12,881
+96
| +0.8% | +$38.4K | 0.41% | 55 |
|
|
2021
Q1 | $4.76M | Buy |
12,785
+947
| +8% | +$352K | 0.44% | 52 |
|
|
2020
Q4 | $4.15M | Buy |
11,838
+67
| +0.6% | +$23.5K | 0.39% | 63 |
|
|
2020
Q3 | $3.67M | Sell |
11,771
-925
| -7% | -$288K | 0.42% | 60 |
|
|
2020
Q2 | $3.75M | Buy |
12,696
+848
| +7% | +$250K | 0.51% | 44 |
|
|
2020
Q1 | $2.96M | Buy |
11,848
+193
| +2% | +$48.1K | 0.54% | 37 |
|
|
2019
Q4 | $3.43M | Sell |
11,655
-52
| -0.4% | -$15.3K | 0.47% | 50 |
|
|
2019
Q3 | $2.54M | Sell |
11,707
-592
| -5% | -$129K | 0.39% | 67 |
|
|
2019
Q2 | $3M | Buy |
12,299
+3,389
| +38% | +$827K | 0.48% | 54 |
|
|
2019
Q1 | $2.2M | Buy |
8,910
+1,196
| +16% | +$296K | 0.42% | 63 |
|
|
2018
Q4 | $2.07M | Buy |
7,714
+907
| +13% | +$243K | 0.44% | 62 |
|
|
2018
Q3 | $1.81M | Buy |
6,807
+1,352
| +25% | +$360K | 0.38% | 82 |
|
|
2018
Q2 | $1.34M | Buy |
5,455
+1,795
| +49% | +$440K | 0.3% | 99 |
|
|
2018
Q1 | $783K | Buy |
+3,660
| New | +$783K | 0.2% | 139 |
|
|
2015
Q2 | – | Sell |
-3,188
| Closed | -$377K | – | 189 |
|
|
2015
Q1 | $377K | Sell |
3,188
-356
| -10% | -$42.1K | 0.19% | 140 |
|
|
2014
Q4 | $358K | Buy |
+3,544
| New | +$358K | 0.19% | 138 |
|