LaSalle St. Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
6,694
+4,134
| +161% | +$1.29M | 0.57% | 29 |
|
|
2025
Q1 | $1.34M | Buy |
2,560
+351
| +16% | +$184K | 0.32% | 59 |
|
|
2024
Q4 | $1.12M | Buy |
2,209
+548
| +33% | +$277K | 0.35% | 52 |
|
|
2024
Q3 | $971K | Buy |
1,661
+147
| +10% | +$85.9K | 0.38% | 47 |
|
|
2024
Q2 | $771K | Buy |
1,514
+940
| +164% | +$479K | 0.39% | 47 |
|
|
2024
Q1 | $299K | Hold |
574
| – | – | 0.17% | 96 |
|
|
2023
Q4 | $3.02M | Buy |
574
+30
| +6% | +$158K | 0.2% | 82 |
|
|
2023
Q3 | $274K | Buy |
544
+1
| +0.2% | +$504 | 0.13% | 95 |
|
|
2023
Q2 | $261K | Sell |
543
-304
| -36% | -$146K | 0.12% | 97 |
|
|
2023
Q1 | $400K | Buy |
+847
| New | +$400K | 0.18% | 74 |
|