Laffer Tengler 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 | $231K | Buy |
742
+237
| +47% | +$73.9K | 0.04% | 155 |
|
|
2025
Q1 | $264K | Hold |
505
| – | – | 0.06% | 117 |
|
|
2024
Q4 | $255K | Sell |
505
-202
| -29% | -$102K | 0.05% | 125 |
|
|
2024
Q3 | $413K | Sell |
707
-25
| -3% | -$14.6K | 0.08% | 122 |
|
|
2024
Q2 | $373K | Buy |
732
+25
| +4% | +$12.7K | 0.08% | 128 |
|
|
2024
Q1 | $350K | Buy |
707
+184
| +35% | +$91K | 0.09% | 119 |
|
|
2023
Q4 | $275K | Buy |
523
+33
| +7% | +$17.4K | 0.07% | 124 |
|
|
2023
Q3 | $247K | Sell |
490
-164
| -25% | -$82.7K | 0.07% | 126 |
|
|
2023
Q2 | $314K | Sell |
654
-2,702
| -81% | -$1.3M | 0.08% | 168 |
|
|
2023
Q1 | $1.59M | Buy |
3,356
+495
| +17% | +$234K | 0.43% | 75 |
|
|
2022
Q4 | $1.52M | Sell |
2,861
-977
| -25% | -$518K | 0.44% | 75 |
|
|
2022
Q3 | $1.94M | Buy |
3,838
+74
| +2% | +$37.4K | 0.71% | 57 |
|
|
2022
Q2 | $1.93M | Sell |
3,764
-51
| -1% | -$26.2K | 0.68% | 60 |
|
|
2022
Q1 | $1.95M | Buy |
3,815
+292
| +8% | +$149K | 0.59% | 69 |
|
|
2021
Q4 | $1.77M | Buy |
3,523
+422
| +14% | +$212K | 0.51% | 80 |
|
|
2021
Q3 | $1.21M | Buy |
3,101
+1,805
| +139% | +$705K | 0.35% | 108 |
|
|
2021
Q2 | $519K | Buy |
1,296
+280
| +28% | +$112K | 0.19% | 112 |
|
|
2021
Q1 | $378K | Buy |
1,016
+238
| +31% | +$88.6K | 0.14% | 113 |
|
|
2020
Q4 | $268K | Buy |
778
+288
| +59% | +$99.4K | 0.11% | 128 |
|
|
2020
Q3 | $153K | Hold |
490
| – | – | 0.08% | 153 |
|
|
2020
Q2 | $145K | Buy |
+490
| New | +$145K | 0.08% | 145 |
|
|
2019
Q2 | – | Sell |
-20,495
| Closed | -$5.07M | – | 177 |
|
|
2019
Q1 | $5.07M | Hold |
20,495
| – | – | 1.36% | 4 |
|
|
2018
Q4 | $5.11M | Hold |
20,495
| – | – | 1.51% | 4 |
|
|
2018
Q3 | $5.45M | Hold |
20,495
| – | – | 1.35% | 3 |
|
|
2018
Q2 | $5.03M | Hold |
20,495
| – | – | 1.29% | 3 |
|
|
2018
Q1 | $4.39M | Sell |
20,495
-1,676
| -8% | -$359K | 1.09% | 9 |
|
|
2017
Q4 | $4.89M | Hold |
22,171
| – | – | 1.22% | 7 |
|
|
2017
Q3 | $4.34M | Sell |
22,171
-1,600
| -7% | -$313K | 1.15% | 7 |
|
|
2017
Q2 | $4.41M | Hold |
23,771
| – | – | 1.12% | 7 |
|
|
2017
Q1 | $3.9M | Hold |
23,771
| – | – | 1.02% | 9 |
|
|
2016
Q4 | $3.8M | Buy |
23,771
+3,775
| +19% | +$604K | 1.02% | 12 |
|
|
2016
Q3 | $2.8M | Hold |
19,996
| – | – | 0.78% | 33 |
|
|
2016
Q2 | $2.82M | Buy |
+19,996
| New | +$2.82M | 0.8% | 32 |
|