Lantz Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
902
-43
| -5% | -$13.4K | 0.07% | 187 |
|
|
2025
Q1 | $495K | Sell |
945
-40
| -4% | -$21K | 0.14% | 138 |
|
|
2024
Q4 | $498K | Sell |
985
-104
| -10% | -$52.6K | 0.13% | 140 |
|
|
2024
Q3 | $637K | Buy |
1,089
+230
| +27% | +$134K | 0.17% | 121 |
|
|
2024
Q2 | $437K | Sell |
859
-73
| -8% | -$37.2K | 0.14% | 135 |
|
|
2024
Q1 | $461K | Buy |
932
+44
| +5% | +$21.8K | 0.15% | 134 |
|
|
2023
Q4 | $468K | Buy |
888
+76
| +9% | +$40K | 0.17% | 123 |
|
|
2023
Q3 | $409K | Buy |
812
+10
| +1% | +$5.04K | 0.16% | 124 |
|
|
2023
Q2 | $385K | Sell |
802
-35
| -4% | -$16.8K | 0.15% | 125 |
|
|
2023
Q1 | $396K | Buy |
837
+61
| +8% | +$28.8K | 0.16% | 118 |
|
|
2022
Q4 | $411K | Buy |
776
+62
| +9% | +$32.9K | 0.19% | 115 |
|
|
2022
Q3 | $361K | Buy |
714
+15
| +2% | +$7.58K | 0.19% | 113 |
|
|
2022
Q2 | $359K | Sell |
699
-10
| -1% | -$5.14K | 0.16% | 119 |
|
|
2022
Q1 | $362K | Sell |
709
-25
| -3% | -$12.8K | 0.15% | 119 |
|
|
2021
Q4 | $369K | Buy |
734
+4
| +0.5% | +$2.01K | 0.17% | 114 |
|
|
2021
Q3 | $285K | Hold |
730
| – | – | 0.15% | 126 |
|
|
2021
Q2 | $292K | Sell |
730
-72
| -9% | -$28.8K | 0.15% | 122 |
|
|
2021
Q1 | $298K | Buy |
802
+2
| +0.3% | +$743 | 0.17% | 106 |
|
|
2020
Q4 | $281K | Sell |
800
-49
| -6% | -$17.2K | 0.18% | 100 |
|
|
2020
Q3 | $265K | Buy |
+849
| New | +$265K | 0.18% | 96 |
|