Leisure Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
681
+12
| +2% | +$3.74K | 0.08% | 129 |
|
|
2025
Q1 | $350K | Sell |
669
-75
| -10% | -$39.3K | 0.14% | 109 |
|
|
2024
Q4 | $376K | Sell |
744
-2,188
| -75% | -$1.11M | 0.15% | 112 |
|
|
2024
Q3 | $1.71M | Buy |
2,932
+121
| +4% | +$70.7K | 0.73% | 36 |
|
|
2024
Q2 | $1.43M | Buy |
2,811
+20
| +0.7% | +$10.2K | 0.67% | 40 |
|
|
2024
Q1 | $1.38M | Sell |
2,791
-125
| -4% | -$61.8K | 0.69% | 44 |
|
|
2023
Q4 | $1.54M | Sell |
2,916
-590
| -17% | -$311K | 0.83% | 35 |
|
|
2023
Q3 | $1.77M | Sell |
3,506
-21
| -0.6% | -$10.6K | 1.02% | 30 |
|
|
2023
Q2 | $1.7M | Sell |
3,527
-15
| -0.4% | -$7.21K | 0.93% | 35 |
|
|
2023
Q1 | $1.67M | Buy |
3,542
+32
| +0.9% | +$15.1K | 0.96% | 34 |
|
|
2022
Q4 | $1.86M | Sell |
3,510
-76
| -2% | -$40.3K | 0.96% | 33 |
|
|
2022
Q3 | $1.81M | Sell |
3,586
-7
| -0.2% | -$3.54K | 1.1% | 25 |
|
|
2022
Q2 | $1.85M | Buy |
3,593
+56
| +2% | +$28.8K | 0.96% | 25 |
|
|
2022
Q1 | $1.8M | Buy |
3,537
+53
| +2% | +$27K | 0.91% | 28 |
|
|
2021
Q4 | $1.75M | Buy |
3,484
+96
| +3% | +$48.2K | 0.81% | 32 |
|
|
2021
Q3 | $1.32M | Buy |
3,388
+113
| +3% | +$44.2K | 0.71% | 43 |
|
|
2021
Q2 | $1.31M | Sell |
3,275
-23
| -0.7% | -$9.21K | 0.73% | 41 |
|
|
2021
Q1 | $1.23M | Buy |
3,298
+91
| +3% | +$33.9K | 0.74% | 42 |
|
|
2020
Q4 | $1.13M | Sell |
3,207
-24
| -0.7% | -$8.42K | 0.73% | 42 |
|
|
2020
Q3 | $1.01M | Sell |
3,231
-31
| -1% | -$9.66K | 0.75% | 43 |
|
|
2020
Q2 | $962K | Buy |
3,262
+75
| +2% | +$22.1K | 0.78% | 42 |
|
|
2020
Q1 | $795K | Buy |
3,187
+90
| +3% | +$22.5K | 0.77% | 41 |
|
|
2019
Q4 | $910K | Buy |
3,097
+25
| +0.8% | +$7.35K | 0.73% | 44 |
|
|
2019
Q3 | $668K | Buy |
3,072
+53
| +2% | +$11.5K | 0.56% | 73 |
|
|
2019
Q2 | $737K | Buy |
3,019
+6
| +0.2% | +$1.47K | 0.65% | 57 |
|
|
2019
Q1 | $745K | Buy |
3,013
+405
| +16% | +$100K | 0.63% | 56 |
|
|
2018
Q4 | $650K | Sell |
2,608
-38
| -1% | -$9.47K | 0.61% | 57 |
|
|
2018
Q3 | $704K | Buy |
2,646
+60
| +2% | +$16K | 0.57% | 55 |
|
|
2018
Q2 | $634K | Buy |
2,586
+1,360
| +111% | +$333K | 0.54% | 60 |
|
|
2018
Q1 | $262K | Buy |
+1,226
| New | +$262K | 0.23% | 107 |
|