Larson Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
6,740
-4,489
| -40% | -$1.4M | 0.08% | 207 |
|
|
2025
Q1 | $5.88M | Sell |
11,229
-1,791
| -14% | -$938K | 0.28% | 71 |
|
|
2024
Q4 | $6.59M | Buy |
13,020
+334
| +3% | +$169K | 0.34% | 62 |
|
|
2024
Q3 | $7.42M | Buy |
12,686
+3,833
| +43% | +$2.24M | 0.42% | 52 |
|
|
2024
Q2 | $4.51M | Buy |
8,853
+348
| +4% | +$177K | 0.31% | 61 |
|
|
2024
Q1 | $4.21M | Buy |
8,505
+8
| +0.1% | +$3.96K | 0.33% | 57 |
|
|
2023
Q4 | $4.47M | Sell |
8,497
-196
| -2% | -$103K | 0.39% | 50 |
|
|
2023
Q3 | $4.38M | Buy |
8,693
+528
| +6% | +$266K | 0.43% | 48 |
|
|
2023
Q2 | $3.92M | Sell |
8,165
-25
| -0.3% | -$12K | 0.39% | 51 |
|
|
2023
Q1 | $3.87M | Buy |
8,190
+233
| +3% | +$110K | 0.42% | 47 |
|
|
2022
Q4 | $4.22M | Sell |
7,957
-726
| -8% | -$385K | 0.5% | 42 |
|
|
2022
Q3 | $4.39M | Buy |
8,683
+6,755
| +350% | +$3.41M | 0.62% | 30 |
|
|
2022
Q2 | $990K | Sell |
1,928
-355
| -16% | -$182K | 0.17% | 69 |
|
|
2022
Q1 | $1.16M | Buy |
2,283
+141
| +7% | +$71.9K | 0.19% | 66 |
|
|
2021
Q4 | $1.08M | Buy |
2,142
+632
| +42% | +$317K | 0.17% | 68 |
|
|
2021
Q3 | $590K | Hold |
1,510
| – | – | 0.12% | 76 |
|
|
2021
Q2 | $605K | Sell |
1,510
-3
| -0.2% | -$1.2K | 0.14% | 64 |
|
|
2021
Q1 | $563K | Hold |
1,513
| – | – | 0.17% | 55 |
|
|
2020
Q4 | $531K | Hold |
1,513
| – | – | 0.18% | 56 |
|
|
2020
Q3 | $472K | Buy |
1,513
+1
| +0.1% | +$312 | 0.19% | 55 |
|
|
2020
Q2 | $446K | Hold |
1,512
| – | – | 0.21% | 60 |
|
|
2020
Q1 | $377K | Sell |
1,512
-525
| -26% | -$131K | 0.24% | 59 |
|
|
2019
Q4 | $599K | Buy |
2,037
+18
| +0.9% | +$5.29K | 0.34% | 47 |
|
|
2019
Q3 | $439K | Buy |
2,019
+31
| +2% | +$6.74K | 0.29% | 48 |
|
|
2019
Q2 | $485K | Buy |
1,988
+18
| +0.9% | +$4.39K | 0.36% | 36 |
|
|
2019
Q1 | $487K | Hold |
1,970
| – | – | 0.39% | 35 |
|
|
2018
Q4 | $491K | Buy |
1,970
+5
| +0.3% | +$1.25K | 0.45% | 34 |
|
|
2018
Q3 | $523K | Sell |
1,965
-18
| -0.9% | -$4.79K | 0.6% | 29 |
|
|
2018
Q2 | $486K | Sell |
1,983
-10
| -0.5% | -$2.45K | 0.56% | 30 |
|
|
2018
Q1 | $426K | Buy |
1,993
+64
| +3% | +$13.7K | 0.5% | 32 |
|
|
2017
Q4 | $425K | Buy |
+1,929
| New | +$425K | 0.36% | 45 |
|