Kelman-Lazarov Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,049
-780
| -43% | -$243K | 0.05% | 97 |
|
|
2025
Q1 | $958K | Sell |
1,829
-36
| -2% | -$18.9K | 0.17% | 54 |
|
|
2024
Q4 | $943K | Buy |
1,865
+1,223
| +190% | +$619K | 0.17% | 55 |
|
|
2024
Q3 | $375K | Hold |
642
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $327K | Sell |
642
-122
| -16% | -$62.1K | 0.06% | 84 |
|
|
2024
Q1 | $378K | Hold |
764
| – | – | 0.07% | 80 |
|
|
2023
Q4 | $402K | Sell |
764
-23
| -3% | -$12.1K | 0.09% | 76 |
|
|
2023
Q3 | $397K | Buy |
787
+3
| +0.4% | +$1.51K | 0.09% | 71 |
|
|
2023
Q2 | $377K | Buy |
784
+54
| +7% | +$26K | 0.09% | 74 |
|
|
2023
Q1 | $345K | Buy |
730
+125
| +21% | +$59.1K | 0.09% | 79 |
|
|
2022
Q4 | $321K | Buy |
605
+15
| +3% | +$7.95K | 0.09% | 76 |
|
|
2022
Q3 | $298K | Hold |
590
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $303K | Hold |
590
| – | – | 0.1% | 67 |
|
|
2022
Q1 | $301K | Hold |
590
| – | – | 0.1% | 68 |
|
|
2021
Q4 | $296K | Hold |
590
| – | – | 0.1% | 68 |
|
|
2021
Q3 | $231K | Sell |
590
-10
| -2% | -$3.92K | 0.08% | 76 |
|
|
2021
Q2 | $240K | Hold |
600
| – | – | 0.08% | 72 |
|
|
2021
Q1 | $223K | Hold |
600
| – | – | 0.08% | 79 |
|
|
2020
Q4 | $210K | Buy |
+600
| New | +$210K | 0.08% | 80 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$32K | – | 248 |
|
|
2016
Q4 | $32K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2016
Q3 | $27.6K | Hold |
200
| – | – | 0.02% | 225 |
|
|
2016
Q2 | $28.2K | Hold |
200
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $26K | Buy |
+200
| New | +$26K | 0.02% | 227 |
|