Lee, Danner & Bass’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.93M | Buy |
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|
2025
Q2 | $5.98M | Buy |
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|
2025
Q1 | $6.05M | Sell |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $7.39M | Sell |
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|
2024
Q2 | $6.51M | Buy |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
|