L & S Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,497
| Closed | -$3.4M | – | 365 |
|
|
2025
Q1 | $3.4M | Buy |
6,497
+85
| +1% | +$44.5K | 0.42% | 68 |
|
|
2024
Q4 | $3.24M | Sell |
6,412
-13
| -0.2% | -$6.58K | 0.36% | 80 |
|
|
2024
Q3 | $3.76M | Buy |
6,425
+333
| +5% | +$195K | 0.39% | 71 |
|
|
2024
Q2 | $3.1M | Buy |
6,092
+1,441
| +31% | +$734K | 0.35% | 69 |
|
|
2024
Q1 | $2.3M | Sell |
4,651
-1,506
| -24% | -$745K | 0.26% | 110 |
|
|
2023
Q4 | $3.24M | Sell |
6,157
-9,706
| -61% | -$5.11M | 0.4% | 69 |
|
|
2023
Q3 | $8M | Buy |
15,863
+9,671
| +156% | +$4.88M | 1.15% | 21 |
|
|
2023
Q2 | $2.98M | Buy |
6,192
+286
| +5% | +$137K | 0.4% | 67 |
|
|
2023
Q1 | $2.79M | Sell |
5,906
-10,455
| -64% | -$4.94M | 0.39% | 75 |
|
|
2022
Q4 | $8.67M | Sell |
16,361
-3,809
| -19% | -$2.02M | 1.61% | 14 |
|
|
2022
Q3 | $10.2M | Buy |
20,170
+2,230
| +12% | +$1.13M | 1.8% | 6 |
|
|
2022
Q2 | $9.21M | Sell |
17,940
-5,726
| -24% | -$2.94M | 1.54% | 13 |
|
|
2022
Q1 | $12.1M | Buy |
23,666
+3,297
| +16% | +$1.68M | 1.43% | 10 |
|
|
2021
Q4 | $10.2M | Buy |
20,369
+9,305
| +84% | +$4.67M | 1.1% | 19 |
|
|
2021
Q3 | $4.32M | Sell |
11,064
-12,284
| -53% | -$4.8M | 0.47% | 72 |
|
|
2021
Q2 | $9.35M | Buy |
23,348
+12,000
| +106% | +$4.81M | 1.01% | 17 |
|
|
2021
Q1 | $4.22M | Sell |
11,348
-13,429
| -54% | -$5M | 0.48% | 69 |
|
|
2020
Q4 | $8.69M | Buy |
24,777
+14,243
| +135% | +$4.99M | 1.01% | 13 |
|
|
2020
Q3 | $3.28M | Sell |
10,534
-600
| -5% | -$187K | 0.45% | 77 |
|
|
2020
Q2 | $3.28M | Sell |
11,134
-1,108
| -9% | -$327K | 0.49% | 63 |
|
|
2020
Q1 | $3.05M | Buy |
12,242
+256
| +2% | +$63.8K | 0.58% | 38 |
|
|
2019
Q4 | $3.52M | Sell |
11,986
-238
| -2% | -$70K | 0.45% | 57 |
|
|
2019
Q3 | $2.66M | Sell |
12,224
-22,707
| -65% | -$4.94M | 0.37% | 81 |
|
|
2019
Q2 | $8.52M | Buy |
34,931
+19,406
| +125% | +$4.73M | 1.13% | 15 |
|
|
2019
Q1 | $3.84M | Sell |
15,525
-13,116
| -46% | -$3.24M | 0.52% | 55 |
|
|
2018
Q4 | $7.14M | Sell |
28,641
-10,008
| -26% | -$2.49M | 1.34% | 17 |
|
|
2018
Q3 | $10.3M | Buy |
38,649
+615
| +2% | +$164K | 1.33% | 11 |
|
|
2018
Q2 | $9.33M | Sell |
38,034
-2,141
| -5% | -$525K | 1.57% | 9 |
|
|
2018
Q1 | $8.6M | Buy |
40,175
+28,333
| +239% | +$6.06M | 1.64% | 8 |
|
|
2017
Q4 | $2.61M | Sell |
11,842
-29,636
| -71% | -$6.53M | 0.4% | 75 |
|
|
2017
Q3 | $8.12M | Sell |
41,478
-4,667
| -10% | -$914K | 1.36% | 14 |
|
|
2017
Q2 | $8.56M | Buy |
46,145
+34,587
| +299% | +$6.41M | 1.5% | 11 |
|
|
2017
Q1 | $1.9M | Buy |
11,558
+8,135
| +238% | +$1.33M | 0.36% | 82 |
|
|
2016
Q4 | $548K | Sell |
3,423
-20,785
| -86% | -$3.33M | 0.12% | 102 |
|
|
2016
Q3 | $3.39M | Sell |
24,208
-31,063
| -56% | -$4.35M | 0.94% | 37 |
|
|
2016
Q2 | $7.8M | Buy |
+55,271
| New | +$7.8M | 1.77% | 12 |
|
|
2016
Q1 | – | Sell |
-29,043
| Closed | -$3.42M | – | 105 |
|
|
2015
Q4 | $3.42M | Sell |
29,043
-16,190
| -36% | -$1.9M | 0.86% | 52 |
|
|
2015
Q3 | $5.25M | Sell |
45,233
-13,896
| -24% | -$1.61M | 1.53% | 23 |
|
|
2015
Q2 | $7.21M | Buy |
59,129
+2,220
| +4% | +$271K | 1.84% | 13 |
|
|
2015
Q1 | $6.73M | Buy |
+56,909
| New | +$6.73M | 1.77% | 16 |
|