Leavell Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.19M | Sell |
11,774
-1,423
| -11% | -$424K | 0.13% | 166 |
|
|
2025
Q4 | $4.36M | Sell |
13,197
-258
| -2% | -$87.4K | 0.18% | 128 |
|
|
2025
Q3 | $4.65M | Sell |
13,455
-726
| -5% | -$220K | 0.2% | 125 |
|
|
2025
Q2 | $4.42M | Sell |
14,181
-1,091
| -7% | -$417K | 0.2% | 122 |
|
|
2025
Q1 | $8M | Sell |
15,272
-2,568
| -14% | -$1.31M | 0.4% | 64 |
|
|
2024
Q4 | $9.02M | Sell |
17,840
-4,366
| -20% | -$2.48M | 0.44% | 56 |
|
|
2024
Q3 | $13M | Sell |
22,206
-811
| -4% | -$459K | 0.65% | 35 |
|
|
2024
Q2 | $11.7M | Buy |
23,017
+877
| +4% | +$430K | 0.65% | 34 |
|
|
2024
Q1 | $11M | Sell |
22,140
-492
| -2% | -$250K | 0.63% | 37 |
|
|
2023
Q4 | $11.9M | Buy |
22,632
+259
| +1% | +$138K | 0.76% | 30 |
|
|
2023
Q3 | $11.3M | Buy |
22,373
+157
| +0.7% | +$77.3K | 0.79% | 28 |
|
|
2023
Q2 | $10.7M | Buy |
22,216
+470
| +2% | +$230K | 0.73% | 36 |
|
|
2023
Q1 | $10.3M | Buy |
21,746
+20
| +0.1% | +$9.65K | 0.73% | 39 |
|
|
2022
Q4 | $11.5M | Buy |
21,726
+60
| +0.3% | +$31.8K | 0.86% | 33 |
|
|
2022
Q3 | $10.9M | Buy |
21,666
+100
| +0.5% | +$52.6K | 0.87% | 24 |
|
|
2022
Q2 | $11.1M | Buy |
21,566
+28
| +0.1% | +$14.1K | 0.85% | 28 |
|
|
2022
Q1 | $11M | Buy |
21,538
+21
| +0.1% | +$10.1K | 0.75% | 33 |
|
|
2021
Q4 | $10.8M | Sell |
21,517
-20
| -0.1% | -$9.05K | 0.72% | 35 |
|
|
2021
Q3 | $8.41M | Sell |
21,537
-410
| -2% | -$170K | 0.63% | 48 |
|
|
2021
Q2 | $8.17M | Hold |
21,947
| – | – | 0.67% | 42 |
|
|
2021
Q1 | $8.17M | Sell |
21,947
-150
| -0.7% | -$52K | 0.67% | 42 |
|
|
2020
Q4 | $7.75M | Sell |
22,097
-37
| -0.2% | -$12.4K | 0.67% | 42 |
|
|
2020
Q3 | $6.9M | Buy |
22,134
+7
| +0% | +$2.15K | 0.6% | 52 |
|
|
2020
Q2 | $6.53M | Sell |
22,127
-1,000
| -4% | -$287K | 0.64% | 50 |
|
|
2020
Q1 | $5.77M | Sell |
23,127
-1,060
| -4% | -$292K | 0.67% | 41 |
|
|
2019
Q4 | $7.11M | Buy |
24,187
+201
| +0.8% | +$52.6K | 0.67% | 42 |
|
|
2019
Q3 | $5.21M | Sell |
23,986
-225
| -0.9% | -$54.3K | 0.53% | 53 |
|
|
2019
Q2 | $5.91M | Sell |
24,211
-300
| -1% | -$72.2K | 0.62% | 41 |
|
|
2019
Q1 | $6.06M | Sell |
24,511
-649
| -3% | -$166K | 0.68% | 37 |
|
|
2018
Q4 | $6.27M | Sell |
25,160
-695
| -3% | -$184K | 0.79% | 31 |
|
|
2018
Q3 | $6.88M | Buy |
25,855
+463
| +2% | +$120K | 0.74% | 31 |
|
|
2018
Q2 | $6.23M | Buy |
25,392
+660
| +3% | +$158K | 0.71% | 32 |
|
|
2018
Q1 | $5.29M | Sell |
24,732
-25
| -0.1% | -$5.71K | 0.62% | 42 |
|
|
2017
Q4 | $5.46M | Sell |
24,757
-700
| -3% | -$148K | 0.64% | 44 |
|
|
2017
Q3 | $4.99M | Hold |
25,457
| – | – | 0.62% | 45 |
|
|
2017
Q2 | $4.72M | Sell |
25,457
-500
| -2% | -$87.7K | 0.6% | 48 |
|
|
2017
Q1 | $4.26M | Hold |
25,957
| – | – | 0.55% | 51 |
|
|
2016
Q4 | $4.15M | Sell |
25,957
-765
| -3% | -$114K | 0.57% | 48 |
|
|
2016
Q3 | $3.74M | Sell |
26,722
-882
| -3% | -$124K | 0.55% | 50 |
|
|
2016
Q2 | $3.9M | Sell |
27,604
-111
| -0.4% | -$14.8K | 0.57% | 46 |
|
|
2016
Q1 | $3.57M | Hold |
27,715
| – | – | 0.54% | 49 |
|
|
2015
Q4 | $3.26M | Sell |
27,715
-60
| -0.2% | -$7.01K | 0.48% | 53 |
|
|
2015
Q3 | $3.22M | Sell |
27,775
-500
| -2% | -$59.8K | 0.51% | 50 |
|
|
2015
Q2 | $3.45M | Hold |
28,275
| – | – | 0.54% | 46 |
|
|
2015
Q1 | $3.35M | Hold |
28,275
| – | – | 0.51% | 53 |
|
|
2014
Q4 | $2.86M | Sell |
28,275
-4,700
| -14% | -$445K | 0.44% | 64 |
|
|
2014
Q3 | $2.84M | Hold |
32,975
| – | – | 0.45% | 66 |
|
|
2014
Q2 | $2.7M | Hold |
32,975
| – | – | 0.43% | 72 |
|
|
2014
Q1 | $2.7M | Sell |
32,975
-2,000
| -6% | -$151K | 0.45% | 67 |
|
|
2013
Q4 | $2.63M | Hold |
34,975
| – | – | 0.44% | 70 |
|
|
2013
Q3 | $2.5M | Hold |
34,975
| – | – | 0.45% | 64 |
|
|
2013
Q2 | $2.29M | Buy |
+34,975
| New | +$2.18M | 0.43% | 65 |
|
Other funds holding UNH
VCM
VPM
