Lee, Danner & Bass’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
19,158
+7,607
| +66% | +$2.37M | 0.46% | 45 |
|
|
2025
Q1 | $6.05M | Sell |
11,551
-175
| -1% | -$91.7K | 0.49% | 46 |
|
|
2024
Q4 | $5.93M | Sell |
11,726
-915
| -7% | -$463K | 0.47% | 45 |
|
|
2024
Q3 | $7.39M | Sell |
12,641
-140
| -1% | -$81.9K | 0.52% | 38 |
|
|
2024
Q2 | $6.51M | Buy |
+12,781
| New | +$6.51M | 0.5% | 41 |
|
|
2023
Q4 | $4.12M | Buy |
7,828
+7,083
| +951% | +$3.73M | 0.35% | 65 |
|
|
2023
Q3 | $376K | Buy |
745
+15
| +2% | +$7.57K | 0.03% | 168 |
|
|
2023
Q2 | $351K | Buy |
730
+21
| +3% | +$10.1K | 0.03% | 174 |
|
|
2023
Q1 | $335K | Hold |
709
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $376K | Sell |
709
-210
| -23% | -$111K | 0.04% | 161 |
|
|
2022
Q3 | $464K | Hold |
919
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $472K | Sell |
919
-25
| -3% | -$12.8K | 0.05% | 152 |
|
|
2022
Q1 | $482K | Buy |
944
+338
| +56% | +$173K | 0.04% | 154 |
|
|
2021
Q4 | $304K | Sell |
606
-27
| -4% | -$13.5K | 0.03% | 175 |
|
|
2021
Q3 | $247K | Sell |
633
-10
| -2% | -$3.9K | 0.02% | 184 |
|
|
2021
Q2 | $257K | Hold |
643
| – | – | 0.02% | 184 |
|
|
2021
Q1 | $239K | Sell |
643
-20
| -3% | -$7.43K | 0.02% | 179 |
|
|
2020
Q4 | $233K | Buy |
+663
| New | +$233K | 0.02% | 171 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$235K | – | 179 |
|
|
2019
Q4 | $235K | Buy |
+800
| New | +$235K | 0.02% | 167 |
|