Grandfield & Dodd’s UnitedHealth UNH Stock Holding History

Grandfield & Dodd’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-400	Closed	-$212K	–	193
2022 Q4	$212K	Hold	400	–	–	0.02%	185
2022 Q3	$200K	Hold	400	–	–	0.02%	184
2022 Q2	$210K	Hold	400	–	–	0.02%	186
2022 Q1	$200K	Buy	+400	New	+$200K	0.01%	206
2021 Q1	–	Sell	-13,720	Closed	-$4.81M	–	200
2020 Q4	$4.81M	Sell	13,720 -290	-2%	-$102K	0.38%	57
2020 Q3	$4.37M	Sell	14,010 -16	-0.1%	-$4.99K	0.39%	57
2020 Q2	$4.14M	Sell	14,026 -63	-0.4%	-$18.6K	0.4%	57
2020 Q1	$3.51M	Buy	14,089 +139	+1%	+$34.7K	0.41%	57
2019 Q4	$4.1M	Sell	13,950 -15	-0.1%	-$4.41K	0.37%	61
2019 Q3	$3.04M	Hold	13,965	–	–	0.3%	65
2019 Q2	$3.41M	Sell	13,965 -1,535	-10%	-$375K	0.34%	63
2019 Q1	$3.83M	Hold	15,500	–	–	0.4%	59
2018 Q4	$3.86M	Hold	15,500	–	–	0.46%	56
2018 Q3	$4.12M	Sell	15,500 -900	-5%	-$239K	0.43%	59
2018 Q2	$4.02M	Sell	16,400 -76	-0.5%	-$18.6K	0.44%	61
2018 Q1	$3.53M	Sell	16,476 -686	-4%	-$147K	0.39%	62
2017 Q4	$3.78M	Sell	17,162 -822	-5%	-$181K	0.4%	61
2017 Q3	$3.52M	Hold	17,984	–	–	0.4%	61
2017 Q2	$3.34M	Sell	17,984 -257	-1%	-$47.7K	0.39%	62
2017 Q1	$2.99M	Buy	18,241 +150	+0.8%	+$24.6K	0.37%	63
2016 Q4	$2.9M	Sell	18,091 -4,000	-18%	-$640K	0.38%	62
2016 Q3	$3.09M	Hold	22,091	–	–	0.41%	60
2016 Q2	$3.12M	Hold	22,091	–	–	0.44%	60
2016 Q1	$2.85M	Buy	22,091 +393	+2%	+$50.7K	0.41%	58
2015 Q4	$2.55M	Sell	21,698 -400	-2%	-$47.1K	0.39%	61
2015 Q3	$2.56M	Hold	22,098	–	–	0.43%	59
2015 Q2	$2.7M	Buy	22,098 +232	+1%	+$28.3K	0.41%	60
2015 Q1	$2.59M	Sell	21,866 -3,000	-12%	-$355K	0.4%	61
2014 Q4	$2.51M	Sell	24,866 -54	-0.2%	-$5.46K	0.39%	60
2014 Q3	$2.15M	Buy	24,920 +54	+0.2%	+$4.66K	0.34%	66
2014 Q2	$2.03M	Sell	24,866 -1,000	-4%	-$81.8K	0.31%	72
2014 Q1	$2.12M	Hold	25,866	–	–	0.33%	70
2013 Q4	$1.95M	Sell	25,866 -200	-0.8%	-$15.1K	0.32%	72
2013 Q3	$1.87M	Hold	26,066	–	–	0.33%	68
2013 Q2	$1.71M	Buy	+26,066	New	+$1.71M	0.32%	74