LaFleur & Godfrey’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,456
| Closed | -$737K | – | 153 |
|
|
2024
Q4 | $737K | Sell |
1,456
-2,901
| -67% | -$1.47M | 0.1% | 92 |
|
|
2024
Q3 | $2.55M | Sell |
4,357
-57
| -1% | -$33.3K | 0.35% | 62 |
|
|
2024
Q2 | $2.25M | Buy |
4,414
+57
| +1% | +$29K | 0.33% | 65 |
|
|
2024
Q1 | $2.16M | Buy |
4,357
+1,685
| +63% | +$834K | 0.32% | 66 |
|
|
2023
Q4 | $1.41M | Sell |
2,672
-288
| -10% | -$152K | 0.21% | 74 |
|
|
2023
Q3 | $1.49M | Buy |
2,960
+123
| +4% | +$62K | 0.24% | 71 |
|
|
2023
Q2 | $1.36M | Buy |
2,837
+328
| +13% | +$158K | 0.2% | 72 |
|
|
2023
Q1 | $1.19M | Buy |
2,509
+70
| +3% | +$33.1K | 0.19% | 73 |
|
|
2022
Q4 | $1.29M | Sell |
2,439
-141
| -5% | -$74.8K | 0.22% | 76 |
|
|
2022
Q3 | $1.3M | Buy |
2,580
+15
| +0.6% | +$7.58K | 0.23% | 73 |
|
|
2022
Q2 | $1.32M | Sell |
2,565
-85
| -3% | -$43.6K | 0.21% | 76 |
|
|
2022
Q1 | $1.35M | Buy |
2,650
+105
| +4% | +$53.5K | 0.18% | 79 |
|
|
2021
Q4 | $1.28M | Hold |
2,545
| – | – | 0.16% | 85 |
|
|
2021
Q3 | $994K | Hold |
2,545
| – | – | 0.14% | 93 |
|
|
2021
Q2 | $1.02M | Buy |
+2,545
| New | +$1.02M | 0.15% | 89 |
|