Dynamic Technology Lab’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $435K | Buy |
+1,608
| New | +$479K | 0.07% | 480 |
|
|
2025
Q1 | – | Sell |
-2,745
| Closed | -$1.39M | – | 1375 |
|
|
2024
Q4 | $1.39M | Buy |
+2,745
| New | +$1.56M | 0.22% | 105 |
|
|
2024
Q3 | – | Sell |
-421
| Closed | -$215K | – | 1377 |
|
|
2024
Q2 | $215K | Buy |
+421
| New | +$206K | 0.02% | 780 |
|
|
2024
Q1 | – | Sell |
-7,071
| Closed | -$3.72M | – | 1445 |
|
|
2023
Q4 | $3.72M | Buy |
+7,071
| New | +$3.77M | 0.39% | 23 |
|
|
2023
Q2 | – | Sell |
-2,167
| Closed | -$1.02M | – | 1438 |
|
|
2023
Q1 | $1.02M | Sell |
2,167
-1,620
| -43% | -$782K | 0.09% | 370 |
|
|
2022
Q4 | $2.01M | Buy |
+3,787
| New | +$2.01M | 0.2% | 141 |
|
|
2022
Q2 | – | Sell |
-4,508
| Closed | -$2.3M | – | 1551 |
|
|
2022
Q1 | $2.3M | Buy |
4,508
+2,633
| +140% | +$1.27M | 0.27% | 55 |
|
|
2021
Q4 | $941K | Sell |
1,875
-7,791
| -81% | -$3.53M | 0.1% | 327 |
|
|
2021
Q3 | $3.78M | Buy |
9,666
+5,807
| +150% | +$2.41M | 0.45% | 10 |
|
|
2021
Q2 | $1.55M | Buy |
+3,859
| New | +$1.54M | 0.16% | 181 |
|
|
2019
Q4 | – | Sell |
-1,880
| Closed | -$409K | – | 1316 |
|
|
2019
Q3 | $409K | Sell |
1,880
-2,565
| -58% | -$619K | 0.07% | 518 |
|
|
2019
Q2 | $1.08M | Buy |
+4,445
| New | +$1.07M | 0.18% | 148 |
|
|
2018
Q4 | – | Sell |
-6,892
| Closed | -$1.83M | – | 1333 |
|
|
2018
Q3 | $1.83M | Sell |
6,892
-1,208
| -15% | -$314K | 0.25% | 70 |
|
|
2018
Q2 | $1.99M | Buy |
8,100
+5,100
| +170% | +$1.22M | 0.3% | 52 |
|
|
2018
Q1 | $642K | Sell |
3,000
-216
| -7% | -$49.3K | 0.1% | 381 |
|
|
2017
Q4 | $709K | Sell |
3,216
-3,760
| -54% | -$797K | 0.13% | 274 |
|
|
2017
Q3 | $1.37M | Buy |
6,976
+5,696
| +445% | +$1.1M | 0.22% | 65 |
|
|
2017
Q2 | $238K | Sell |
1,280
-6,283
| -83% | -$1.1M | 0.04% | 804 |
|
|
2017
Q1 | $1.24M | Buy |
7,563
+5,136
| +212% | +$841K | 0.29% | 27 |
|
|
2016
Q4 | $388K | Buy |
+2,427
| New | +$363K | 0.1% | 390 |
|
|
2015
Q3 | – | Sell |
-2,666
| Closed | -$325K | – | 1055 |
|
|
2015
Q2 | $325K | Sell |
2,666
-2,932
| -52% | -$347K | 0.11% | 382 |
|
|
2015
Q1 | $661K | Buy |
+5,598
| New | +$622K | 0.29% | 50 |
|
|
2013
Q3 | – | Sell |
-3,100
| Closed | -$203K | – | 598 |
|
|
2013
Q2 | $203K | Buy |
+3,100
| New | +$193K | 0.21% | 252 |
|
Other funds holding UNH
VCM
VPM
