Lavaca Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,671
+106
| +7% | +$33.1K | 0.19% | 56 |
|
|
2025
Q1 | $820K | Sell |
1,565
-55
| -3% | -$28.8K | 0.34% | 40 |
|
|
2024
Q4 | $819K | Buy |
1,620
+61
| +4% | +$30.9K | 0.32% | 44 |
|
|
2024
Q3 | $912K | Sell |
1,559
-698
| -31% | -$408K | 0.39% | 37 |
|
|
2024
Q2 | $1.15M | Sell |
2,257
-997
| -31% | -$508K | 0.59% | 24 |
|
|
2024
Q1 | $1.61M | Buy |
3,254
+135
| +4% | +$66.8K | 0.94% | 15 |
|
|
2023
Q4 | $1.64M | Sell |
3,119
-6,529
| -68% | -$3.44M | 0.93% | 17 |
|
|
2023
Q3 | $4.86M | Sell |
9,648
-98
| -1% | -$49.4K | 1.64% | 10 |
|
|
2023
Q2 | $4.68M | Sell |
9,746
-179
| -2% | -$86K | 1.37% | 11 |
|
|
2023
Q1 | $4.7M | Buy |
9,925
+1,499
| +18% | +$709K | 0.98% | 14 |
|
|
2022
Q4 | $4.47M | Buy |
8,426
+4,822
| +134% | +$2.56M | 1.4% | 13 |
|
|
2022
Q3 | $1.83M | Buy |
3,604
+12
| +0.3% | +$6.09K | 0.66% | 24 |
|
|
2022
Q2 | $1.84M | Sell |
3,592
-198
| -5% | -$102K | 0.27% | 27 |
|
|
2022
Q1 | $1.93M | Buy |
3,790
+13
| +0.3% | +$6.63K | 0.21% | 28 |
|
|
2021
Q4 | $1.9M | Sell |
3,777
-100
| -3% | -$50.2K | 0.24% | 35 |
|
|
2021
Q3 | $1.52M | Hold |
3,877
| – | – | 0.15% | 36 |
|
|
2021
Q2 | $1.55M | Sell |
3,877
-125
| -3% | -$50.1K | 0.15% | 33 |
|
|
2021
Q1 | $1.49M | Buy |
4,002
+1,700
| +74% | +$633K | 0.13% | 28 |
|
|
2020
Q4 | $807K | Buy |
+2,302
| New | +$807K | 0.11% | 39 |
|
|
2020
Q2 | – | Sell |
-1,008
| Closed | -$251K | – | 85 |
|
|
2020
Q1 | $251K | Sell |
1,008
-59
| -6% | -$14.7K | 0.24% | 56 |
|
|
2019
Q4 | $314K | Sell |
1,067
-441
| -29% | -$130K | 0.24% | 62 |
|
|
2019
Q3 | $328K | Buy |
1,508
+59
| +4% | +$12.8K | 0.25% | 58 |
|
|
2019
Q2 | $354K | Buy |
1,449
+847
| +141% | +$207K | 0.27% | 57 |
|
|
2019
Q1 | $149K | Hold |
602
| – | – | 0.13% | 82 |
|
|
2018
Q4 | $150K | Buy |
+602
| New | +$150K | 0.15% | 70 |
|