Laurel Wealth Advisors (North Carolina)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
109,190
+108,763
| +25,471% | +$349K | 0.01% | 373 |
|
|
2025
Q1 | $224K | Hold |
427
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $216K | Sell |
427
-59
| -12% | -$29.8K | 0.03% | 174 |
|
|
2024
Q3 | $284K | Buy |
486
+77
| +19% | +$45K | 0.05% | 155 |
|
|
2024
Q2 | $208K | Sell |
409
-20
| -5% | -$10.2K | 0.04% | 169 |
|
|
2024
Q1 | $212K | Sell |
429
-3
| -0.7% | -$1.48K | 0.04% | 170 |
|
|
2023
Q4 | $227K | Sell |
432
-15
| -3% | -$7.9K | 0.04% | 163 |
|
|
2023
Q3 | $225K | Hold |
447
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $215K | Hold |
447
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $211K | Hold |
447
| – | – | 0.04% | 163 |
|
|
2022
Q4 | $237K | Hold |
447
| – | – | 0.05% | 149 |
|
|
2022
Q3 | $226K | Buy |
447
+4
| +0.9% | +$2.02K | 0.06% | 147 |
|
|
2022
Q2 | $228K | Hold |
443
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $226K | Hold |
443
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $222K | Hold |
443
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $173K | Sell |
443
-10
| -2% | -$3.91K | 0.04% | 173 |
|
|
2021
Q2 | $181K | Sell |
453
-9
| -2% | -$3.6K | 0.04% | 173 |
|
|
2021
Q1 | $172K | Hold |
462
| – | – | 0.04% | 169 |
|
|
2020
Q4 | $162K | Sell |
462
-8
| -2% | -$2.81K | 0.04% | 162 |
|
|
2020
Q3 | $147K | Sell |
470
-74
| -14% | -$23.1K | 0.04% | 157 |
|
|
2020
Q2 | $160K | Sell |
544
-5
| -0.9% | -$1.47K | 0.05% | 145 |
|
|
2020
Q1 | $137K | Buy |
549
+67
| +14% | +$16.7K | 0.05% | 145 |
|
|
2019
Q4 | $142K | Hold |
482
| – | – | 0.04% | 158 |
|
|
2019
Q3 | $105K | Buy |
482
+320
| +198% | +$69.7K | 0.04% | 178 |
|
|
2019
Q2 | $39K | Sell |
162
-8
| -5% | -$1.93K | 0.01% | 259 |
|
|
2019
Q1 | $42K | Hold |
170
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $42K | Buy |
+170
| New | +$42K | 0.02% | 227 |
|