Douglas Lane & Associates’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 | $25.6M | Sell |
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|
2025
Q2 | $24.1M | Sell |
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|
2025
Q1 | $44.9M | Buy |
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|
2024
Q4 | $42.8M | Buy |
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|
2024
Q3 | $48.7M | Sell |
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|
2024
Q2 | $42.6M | Buy |
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|
2024
Q1 | $35.6M | Buy |
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|
2023
Q4 | $33.3M | Sell |
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|
2023
Q3 | $33.2M | Sell |
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|
2023
Q2 | $34.1M | Sell |
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|
2023
Q1 | $34.6M | Sell |
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|
2022
Q4 | $39.8M | Sell |
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|
2022
Q3 | $39.9M | Sell |
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|
2022
Q2 | $43.3M | Sell |
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|
2022
Q1 | $47.7M | Sell |
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|
2021
Q4 | $47.7M | Sell |
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|
2021
Q3 | $37.6M | Sell |
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|
2021
Q2 | $39M | Buy |
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|
2021
Q1 | $36.1M | Sell |
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|
2020
Q4 | $34.1M | Sell |
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|
2020
Q3 | $30.4M | Buy |
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|
2020
Q2 | $26.1M | Sell |
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|
2020
Q1 | $22.2M | Buy |
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|
2019
Q4 | $25.5M | Buy |
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|
2019
Q3 | $14.1M | Buy |
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|
2019
Q2 | $9.95M | Buy |
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|
2019
Q1 | $2.11M | Buy |
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|
2018
Q4 | $849K | Buy |
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|
2018
Q3 | $748K | Buy |
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|
2018
Q2 | $501K | Sell |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $621K | Buy |
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|
2017
Q3 | $522K | Buy |
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|
2017
Q2 | $489K | Sell |
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|
2017
Q1 | $443K | Sell |
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|
2016
Q4 | $493K | Sell |
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|
2016
Q3 | $471K | Sell |
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|
2016
Q2 | $646K | Sell |
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|
2016
Q1 | $641K | Buy |
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