LKIM
Lawson Kroeker Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
4,081
| – | – | 0.24% | 60 |
|
|
2025
Q1 | $2.14M | Hold |
4,081
| – | – | 0.39% | 54 |
|
|
2024
Q4 | $2.06M | Hold |
4,081
| – | – | 0.39% | 55 |
|
|
2024
Q3 | $2.39M | Sell |
4,081
-35
| -0.9% | -$20.5K | 0.43% | 52 |
|
|
2024
Q2 | $2.1M | Hold |
4,116
| – | – | 0.4% | 53 |
|
|
2024
Q1 | $2.04M | Hold |
4,116
| – | – | 0.39% | 53 |
|
|
2023
Q4 | $2.17M | Hold |
4,116
| – | – | 0.44% | 52 |
|
|
2023
Q3 | $2.08M | Hold |
4,116
| – | – | 0.46% | 55 |
|
|
2023
Q2 | $1.98M | Hold |
4,116
| – | – | 0.47% | 51 |
|
|
2023
Q1 | $1.95M | Buy |
+4,116
| New | +$1.95M | 0.44% | 58 |
|
|
2013
Q3 | – | Sell |
-3,500
| Closed | -$229K | – | 81 |
|
|
2013
Q2 | $229K | Buy |
+3,500
| New | +$229K | 0.08% | 79 |
|