Family Legacy Inc’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 | $2.28M | Buy |
8,437
+33
| +0.4% | +$9.83K | 0.69% | 56 |
|
|
2025
Q4 | $2.77M | Buy |
8,404
+77
| +0.9% | +$26.1K | 0.83% | 47 |
|
|
2025
Q3 | $2.88M | Buy |
8,327
+250
| +3% | +$75.6K | 0.88% | 46 |
|
|
2025
Q2 | $2.52M | Buy |
8,077
+99
| +1% | +$37.8K | 0.82% | 48 |
|
|
2025
Q1 | $4.18M | Buy |
7,978
+32
| +0.4% | +$16.4K | 1.43% | 26 |
|
|
2024
Q4 | $4.17M | Buy |
7,946
+121
| +2% | +$68.8K | 1.41% | 28 |
|
|
2024
Q3 | $4.57M | Buy |
7,825
+75
| +1% | +$42.4K | 1.52% | 26 |
|
|
2024
Q2 | $3.95M | Sell |
7,750
-3
| -0% | -$1.47K | 1.41% | 30 |
|
|
2024
Q1 | $3.84M | Sell |
7,753
-47
| -0.6% | -$23.9K | 1.38% | 31 |
|
|
2023
Q4 | $4.11M | Sell |
7,800
-111
| -1% | -$59.2K | 1.57% | 21 |
|
|
2023
Q3 | $3.99M | Sell |
7,911
-33
| -0.4% | -$16.2K | 1.67% | 17 |
|
|
2023
Q2 | $3.82M | Sell |
7,944
-79
| -1% | -$38.6K | 1.54% | 25 |
|
|
2023
Q1 | $3.79M | Buy |
8,023
+380
| +5% | +$183K | 1.62% | 19 |
|
|
2022
Q4 | $3.76M | Sell |
7,643
-134
| -2% | -$71K | 1.65% | 17 |
|
|
2022
Q3 | $3.93M | Sell |
7,777
-32
| -0.4% | -$16.8K | 1.97% | 11 |
|
|
2022
Q2 | $4.02M | Sell |
7,809
-216
| -3% | -$108K | 1.9% | 10 |
|
|
2022
Q1 | $4.09M | Sell |
8,025
-206
| -3% | -$99.4K | 1.71% | 16 |
|
|
2021
Q4 | $3.86M | Buy |
8,231
+21
| +0.3% | +$9.51K | 1.58% | 21 |
|
|
2021
Q3 | $3.35M | Sell |
8,210
-52
| -0.6% | -$21.5K | 1.51% | 23 |
|
|
2021
Q2 | $3.44M | Sell |
8,262
-61
| -0.7% | -$24.3K | 1.53% | 26 |
|
|
2021
Q1 | $3.1M | Buy |
8,323
+33
| +0.4% | +$11.4K | 1.48% | 27 |
|
|
2020
Q4 | $2.91M | Sell |
8,290
-7
| -0.1% | -$2.35K | 1.5% | 22 |
|
|
2020
Q3 | $2.59M | Buy |
8,297
+18
| +0.2% | +$5.53K | 1.46% | 24 |
|
|
2020
Q2 | $2.44M | Sell |
8,279
-140
| -2% | -$40.1K | 1.47% | 22 |
|
|
2020
Q1 | $2.1M | Buy |
8,419
+64
| +0.8% | +$17.6K | 1.51% | 22 |
|
|
2019
Q4 | $2.47M | Buy |
8,355
+168
| +2% | +$44K | 1.41% | 24 |
|
|
2019
Q3 | $2.1M | Buy |
8,187
+1,665
| +26% | +$402K | 1.31% | 29 |
|
|
2019
Q2 | $1.59M | Buy |
6,522
+338
| +5% | +$81.3K | 1.24% | 34 |
|
|
2019
Q1 | $1.54M | Buy |
6,184
+87
| +1% | +$22.2K | 1.25% | 33 |
|
|
2018
Q4 | $1.52M | Buy |
6,097
+61
| +1% | +$16.1K | 1.36% | 24 |
|
|
2018
Q3 | $1.61M | Sell |
6,036
-110
| -2% | -$28.6K | 1.31% | 28 |
|
|
2018
Q2 | $1.51M | Sell |
6,146
-279
| -4% | -$67K | 1.3% | 28 |
|
|
2018
Q1 | $1.38M | Sell |
6,425
-39
| -0.6% | -$8.91K | 1.27% | 32 |
|
|
2017
Q4 | $1.43M | Buy |
+6,464
| New | +$1.37M | 1.29% | 33 |
|
|
2017
Q3 | – | Sell |
-6,564
| Closed | -$1.22M | – | 92 |
|
|
2017
Q2 | $1.22M | Sell |
6,564
-228
| -3% | -$40K | 1.22% | 34 |
|
|
2017
Q1 | $1.11M | Buy |
+6,792
| New | +$1.11M | 1.16% | 36 |
|
Other funds holding UNH
VCM
VPM
