Lee Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,083
| Closed | -$1.56M | – | 184 |
|
|
2024
Q4 | $1.56M | Sell |
3,083
-81
| -3% | -$41K | 0.22% | 49 |
|
|
2024
Q3 | $1.85M | Buy |
3,164
+426
| +16% | +$249K | 0.26% | 40 |
|
|
2024
Q2 | $1.39M | Sell |
2,738
-340
| -11% | -$173K | 0.23% | 46 |
|
|
2024
Q1 | $1.52M | Sell |
3,078
-64
| -2% | -$31.7K | 0.25% | 42 |
|
|
2023
Q4 | $1.65M | Buy |
3,142
+5
| +0.2% | +$2.63K | 0.29% | 33 |
|
|
2023
Q3 | $1.58M | Sell |
3,137
-124
| -4% | -$62.5K | 0.29% | 36 |
|
|
2023
Q2 | $1.57M | Buy |
3,261
+15
| +0.5% | +$7.21K | 0.27% | 40 |
|
|
2023
Q1 | $1.53M | Sell |
3,246
-1,590
| -33% | -$751K | 0.26% | 46 |
|
|
2022
Q4 | $2.56M | Buy |
4,836
+66
| +1% | +$35K | 0.44% | 29 |
|
|
2022
Q3 | $2.41M | Buy |
4,770
+18
| +0.4% | +$9.09K | 0.45% | 27 |
|
|
2022
Q2 | $2.44M | Buy |
4,752
+60
| +1% | +$30.8K | 0.45% | 28 |
|
|
2022
Q1 | $2.39M | Sell |
4,692
-709
| -13% | -$362K | 0.43% | 33 |
|
|
2021
Q4 | $2.71M | Sell |
5,401
-659
| -11% | -$331K | 0.51% | 28 |
|
|
2021
Q3 | $2.37M | Sell |
6,060
-3
| -0% | -$1.17K | 0.49% | 28 |
|
|
2021
Q2 | $2.43M | Sell |
6,063
-173
| -3% | -$69.3K | 0.52% | 28 |
|
|
2021
Q1 | $2.32M | Sell |
6,236
-42
| -0.7% | -$15.6K | 0.55% | 28 |
|
|
2020
Q4 | $2.2M | Buy |
6,278
+13
| +0.2% | +$4.56K | 0.57% | 27 |
|
|
2020
Q3 | $1.95M | Sell |
6,265
-15
| -0.2% | -$4.68K | 0.55% | 28 |
|
|
2020
Q2 | $1.85M | Sell |
6,280
-777
| -11% | -$229K | 0.51% | 31 |
|
|
2020
Q1 | $1.76M | Sell |
7,057
-1
| -0% | -$249 | 0.58% | 27 |
|
|
2019
Q4 | $2.08M | Buy |
7,058
+48
| +0.7% | +$14.1K | 0.45% | 30 |
|
|
2019
Q3 | $1.52M | Hold |
7,010
| – | – | 0.34% | 39 |
|
|
2019
Q2 | $1.71M | Sell |
7,010
-46
| -0.7% | -$11.2K | 0.39% | 34 |
|
|
2019
Q1 | $1.74M | Buy |
7,056
+1,519
| +27% | +$375K | 0.41% | 34 |
|
|
2018
Q4 | $1.38M | Buy |
5,537
+5,493
| +12,484% | +$1.37M | 0.37% | 37 |
|
|
2018
Q3 | $12K | Sell |
44
-325
| -88% | -$88.6K | ﹤0.01% | 303 |
|
|
2018
Q2 | $91K | Buy |
369
+3
| +0.8% | +$740 | 0.02% | 221 |
|
|
2018
Q1 | $78K | Sell |
366
-38
| -9% | -$8.1K | 0.02% | 227 |
|
|
2017
Q4 | $89K | Buy |
404
+219
| +118% | +$48.2K | 0.03% | 161 |
|
|
2017
Q3 | $36K | Hold |
185
| – | – | 0.01% | 202 |
|
|
2017
Q2 | $34K | Buy |
+185
| New | +$34K | 0.01% | 215 |
|