First Dallas Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-750
| Closed | -$371K | – | 122 |
|
|
2024
Q1 | $371K | Hold |
750
| – | – | 0.17% | 99 |
|
|
2023
Q4 | $395K | Buy |
+750
| New | +$395K | 0.2% | 91 |
|
|
2023
Q3 | – | Sell |
-950
| Closed | -$457K | – | 181 |
|
|
2023
Q2 | $457K | Sell |
950
-450
| -32% | -$216K | 0.25% | 80 |
|
|
2023
Q1 | $662K | Buy |
1,400
+500
| +56% | +$236K | 0.39% | 60 |
|
|
2022
Q4 | $477K | Buy |
900
+450
| +100% | +$239K | 0.29% | 77 |
|
|
2022
Q3 | $227K | Buy |
+450
| New | +$227K | 0.16% | 100 |
|