Lantz Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $462K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $265K | Buy |
|