Dynamic Advisor Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Sell |
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|
2025
Q2 | $4.42M | Sell |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $7.76M | Buy |
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|
2023
Q2 | $7.19M | Buy |
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|
2023
Q1 | $6.74M | Buy |
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|
2022
Q4 | $6.68M | Sell |
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|
2022
Q3 | $6.65M | Sell |
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|
2022
Q2 | $7.04M | Buy |
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|
2022
Q1 | $6.69M | Sell |
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|
2021
Q4 | $6.88M | Buy |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $5.16M | Buy |
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|
2021
Q1 | $4.76M | Buy |
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|
2020
Q4 | $4.15M | Buy |
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|
2020
Q3 | $3.67M | Sell |
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|
2020
Q2 | $3.75M | Buy |
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|
2020
Q1 | $2.96M | Buy |
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|
2019
Q4 | $3.43M | Sell |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $3M | Buy |
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|
2019
Q1 | $2.2M | Buy |
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|
2018
Q4 | $2.07M | Buy |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $783K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $377K | Sell |
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|
2014
Q4 | $358K | Buy |
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