Laidlaw Wealth Management’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 |
-1,409
| Closed | -$713K | – | 143 |
|
|
2024
Q4 | $713K | Buy |
1,409
+24
| +2% | +$12.1K | 0.31% | 80 |
|
|
2024
Q3 | $810K | Sell |
1,385
-89
| -6% | -$52K | 0.4% | 70 |
|
|
2024
Q2 | $751K | Sell |
1,474
-399
| -21% | -$203K | 0.41% | 66 |
|
|
2024
Q1 | $927K | Sell |
1,873
-4,902
| -72% | -$2.43M | 0.52% | 61 |
|
|
2023
Q4 | $3.57M | Sell |
6,775
-492
| -7% | -$259K | 1.3% | 14 |
|
|
2023
Q3 | $3.66M | Sell |
7,267
-2,434
| -25% | -$1.23M | 1.21% | 16 |
|
|
2023
Q2 | $4.66M | Sell |
9,701
-141
| -1% | -$67.8K | 0.91% | 23 |
|
|
2023
Q1 | $4.65M | Buy |
9,842
+10
| +0.1% | +$4.73K | 0.95% | 17 |
|
|
2022
Q4 | $5.21M | Buy |
9,832
+157
| +2% | +$83.2K | 1.12% | 12 |
|
|
2022
Q3 | $4.89M | Buy |
9,675
+521
| +6% | +$263K | 1.14% | 13 |
|
|
2022
Q2 | $4.7M | Sell |
9,154
-250
| -3% | -$128K | 0.96% | 14 |
|
|
2022
Q1 | $4.8M | Buy |
9,404
+319
| +4% | +$163K | 0.8% | 26 |
|
|
2021
Q4 | $4.56M | Buy |
9,085
+461
| +5% | +$231K | 0.73% | 28 |
|
|
2021
Q3 | $3.37M | Buy |
8,624
+824
| +11% | +$322K | 0.86% | 31 |
|
|
2021
Q2 | $3.12M | Buy |
7,800
+78
| +1% | +$31.2K | 0.81% | 33 |
|
|
2021
Q1 | $2.87M | Sell |
7,722
-354
| -4% | -$132K | 0.98% | 28 |
|
|
2020
Q4 | $2.83M | Buy |
8,076
+3,157
| +64% | +$1.11M | 0.6% | 42 |
|
|
2020
Q3 | $1.53M | Sell |
4,919
-99
| -2% | -$30.9K | 0.68% | 46 |
|
|
2020
Q2 | $1.48M | Buy |
5,018
+366
| +8% | +$108K | 0.77% | 43 |
|
|
2020
Q1 | $1.16M | Sell |
4,652
-242
| -5% | -$60.3K | 0.76% | 45 |
|
|
2019
Q4 | $1.44M | Buy |
+4,894
| New | +$1.44M | 0.91% | 32 |
|