Lafayette Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
918
+195
| +27% | +$60.8K | 0.06% | 129 |
|
|
2025
Q1 | $379K | Buy |
723
+88
| +14% | +$46.1K | 0.08% | 108 |
|
|
2024
Q4 | $321K | Sell |
635
-65
| -9% | -$32.9K | 0.07% | 114 |
|
|
2024
Q3 | $409K | Sell |
700
-225
| -24% | -$132K | 0.09% | 99 |
|
|
2024
Q2 | $471K | Sell |
925
-200
| -18% | -$102K | 0.11% | 86 |
|
|
2024
Q1 | $557K | Buy |
1,125
+50
| +5% | +$24.7K | 0.13% | 77 |
|
|
2023
Q4 | $566K | Sell |
1,075
-20
| -2% | -$10.5K | 0.14% | 78 |
|
|
2023
Q3 | $552K | Hold |
1,095
| – | – | 0.15% | 76 |
|
|
2023
Q2 | $526K | Buy |
1,095
+100
| +10% | +$48.1K | 0.14% | 78 |
|
|
2023
Q1 | $470K | Hold |
995
| – | – | 0.13% | 82 |
|
|
2022
Q4 | $528K | Hold |
995
| – | – | 0.15% | 76 |
|
|
2022
Q3 | $503K | Hold |
995
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $511K | Hold |
995
| – | – | 0.15% | 77 |
|
|
2022
Q1 | $507K | Hold |
995
| – | – | 0.13% | 82 |
|
|
2021
Q4 | $500K | Hold |
995
| – | – | 0.12% | 87 |
|
|
2021
Q3 | $389K | Sell |
995
-15
| -1% | -$5.86K | 0.11% | 88 |
|
|
2021
Q2 | $404K | Buy |
+1,010
| New | +$404K | 0.11% | 86 |
|