Kelman-Lazarov Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $27.6K | Hold |
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|
2016
Q2 | $28.2K | Hold |
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|
2016
Q1 | $26K | Buy |
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