LIA
LBMC Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
869
+257
| +42% | +$80.2K | 0.02% | 182 |
|
|
2025
Q1 | $321K | Hold |
612
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $310K | Sell |
612
-35
| -5% | -$17.7K | 0.02% | 158 |
|
|
2024
Q3 | $378K | Hold |
647
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $329K | Hold |
647
| – | – | 0.03% | 134 |
|
|
2024
Q1 | $320K | Hold |
647
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $341K | Hold |
647
| – | – | 0.03% | 114 |
|
|
2023
Q3 | $330K | Sell |
647
-51
| -7% | -$26K | 0.04% | 114 |
|
|
2023
Q2 | $335K | Hold |
698
| – | – | 0.03% | 116 |
|
|
2023
Q1 | $330K | Buy |
698
+86
| +14% | +$40.6K | 0.03% | 116 |
|
|
2022
Q4 | $324K | Hold |
612
| – | – | 0.03% | 112 |
|
|
2022
Q3 | $309K | Sell |
612
-150
| -20% | -$75.7K | 0.04% | 110 |
|
|
2022
Q2 | $391K | Sell |
762
-493
| -39% | -$253K | 0.04% | 95 |
|
|
2022
Q1 | $640K | Sell |
1,255
-117
| -9% | -$59.7K | 0.06% | 79 |
|
|
2021
Q4 | $689K | Buy |
1,372
+31
| +2% | +$15.6K | 0.06% | 79 |
|
|
2021
Q3 | $535 | Buy |
1,341
+86
| +7% | +$34 | 0.05% | 87 |
|
|
2021
Q2 | $503K | Hold |
1,255
| – | – | 0.05% | 90 |
|
|
2021
Q1 | $467K | Sell |
1,255
-13
| -1% | -$4.84K | 0.05% | 82 |
|
|
2020
Q4 | $445K | Buy |
1,268
+35
| +3% | +$12.3K | 0.05% | 76 |
|
|
2020
Q3 | $384K | Buy |
1,233
+471
| +62% | +$147K | 0.05% | 80 |
|
|
2020
Q2 | $225K | Buy |
+762
| New | +$225K | 0.04% | 91 |
|
|
2020
Q1 | – | Sell |
-762
| Closed | -$224K | – | 105 |
|
|
2019
Q4 | $224K | Buy |
+762
| New | +$224K | 0.03% | 93 |
|
|
2018
Q4 | – | Sell |
-856
| Closed | -$228K | – | 99 |
|
|
2018
Q3 | $228K | Sell |
856
-26
| -3% | -$6.93K | 0.04% | 93 |
|
|
2018
Q2 | $216K | Buy |
+882
| New | +$216K | 0.04% | 98 |
|