Edgar Lomax Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,755
| Closed | -$15.1M | – | 68 |
|
|
2024
Q4 | $15.1M | Sell |
29,755
-590
| -2% | -$298K | 0.97% | 39 |
|
|
2024
Q3 | $17.7M | Sell |
30,345
-500
| -2% | -$292K | 1.08% | 37 |
|
|
2024
Q2 | $15.7M | Sell |
30,845
-375
| -1% | -$191K | 1.02% | 38 |
|
|
2024
Q1 | $15.4M | Sell |
31,220
-1,348
| -4% | -$667K | 0.95% | 39 |
|
|
2023
Q4 | $17.1M | Sell |
32,568
-1,315
| -4% | -$692K | 1.12% | 29 |
|
|
2023
Q3 | $17.1M | Sell |
33,883
-610
| -2% | -$308K | 1.16% | 30 |
|
|
2023
Q2 | $16.6M | Sell |
34,493
-487
| -1% | -$234K | 1.09% | 33 |
|
|
2023
Q1 | $16.5M | Sell |
34,980
-3,718
| -10% | -$1.76M | 1.06% | 31 |
|
|
2022
Q4 | $20.5M | Sell |
38,698
-235
| -0.6% | -$125K | 1.25% | 30 |
|
|
2022
Q3 | $19.7M | Sell |
38,933
-260
| -0.7% | -$131K | 1.36% | 25 |
|
|
2022
Q2 | $20.1M | Buy |
39,193
+1,200
| +3% | +$616K | 1.26% | 28 |
|
|
2022
Q1 | $19.4M | Sell |
37,993
-61,765
| -62% | -$31.5M | 1.14% | 33 |
|
|
2021
Q4 | $50.1M | Sell |
99,758
-960
| -1% | -$482K | 3% | 10 |
|
|
2021
Q3 | $39.4M | Sell |
100,718
-2,132
| -2% | -$833K | 2.52% | 13 |
|
|
2021
Q2 | $41.2M | Sell |
102,850
-1,670
| -2% | -$669K | 2.56% | 12 |
|
|
2021
Q1 | $38.9M | Buy |
+104,520
| New | +$38.9M | 2.42% | 15 |
|
|
2017
Q1 | – | Sell |
-483,770
| Closed | -$77.4M | – | 70 |
|
|
2016
Q4 | $77.4M | Sell |
483,770
-44,303
| -8% | -$7.09M | 4.96% | 1 |
|
|
2016
Q3 | $73.9M | Sell |
528,073
-275
| -0.1% | -$38.5K | 4.58% | 6 |
|
|
2016
Q2 | $74.6M | Buy |
528,348
+25,205
| +5% | +$3.56M | 4.68% | 5 |
|
|
2016
Q1 | $64.9M | Buy |
503,143
+3,438
| +0.7% | +$443K | 4.45% | 5 |
|
|
2015
Q4 | $58.8M | Sell |
499,705
-46,100
| -8% | -$5.42M | 4.31% | 4 |
|
|
2015
Q3 | $63.3M | Sell |
545,805
-19,600
| -3% | -$2.27M | 4.81% | 2 |
|
|
2015
Q2 | $69M | Sell |
565,405
-7,600
| -1% | -$927K | 4.63% | 3 |
|
|
2015
Q1 | $67.8M | Sell |
573,005
-213,075
| -27% | -$25.2M | 4.42% | 3 |
|
|
2014
Q4 | $79.5M | Sell |
786,080
-95,090
| -11% | -$9.61M | 4.97% | 1 |
|
|
2014
Q3 | $76M | Buy |
881,170
+20,460
| +2% | +$1.76M | 5.15% | 3 |
|
|
2014
Q2 | $70.4M | Buy |
860,710
+1,725
| +0.2% | +$141K | 4.97% | 3 |
|
|
2014
Q1 | $70.4M | Buy |
858,985
+109,975
| +15% | +$9.02M | 5.19% | 1 |
|
|
2013
Q4 | $56.4M | Buy |
749,010
+1,500
| +0.2% | +$113K | 4.26% | 4 |
|
|
2013
Q3 | $53.5M | Sell |
747,510
-69,150
| -8% | -$4.95M | 4.39% | 2 |
|
|
2013
Q2 | $53.5M | Buy |
+816,660
| New | +$53.5M | 4.16% | 3 |
|