Lesa Sroufe & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
877
| – | – | 0.25% | 60 |
|
|
2025
Q1 | $459K | Buy |
+877
| New | +$459K | 0.46% | 43 |
|
|
2024
Q3 | $599K | Hold |
1,025
| – | – | 0.56% | 37 |
|
|
2024
Q2 | $522K | Hold |
1,025
| – | – | 0.51% | 40 |
|
|
2024
Q1 | $507K | Hold |
1,025
| – | – | 0.47% | 41 |
|
|
2023
Q4 | $540K | Sell |
1,025
-10
| -1% | -$5.27K | 0.55% | 39 |
|
|
2023
Q3 | $522K | Hold |
1,035
| – | – | 0.56% | 41 |
|
|
2023
Q2 | $497K | Sell |
1,035
-30
| -3% | -$14.4K | 0.53% | 41 |
|
|
2023
Q1 | $503K | Hold |
1,065
| – | – | 0.51% | 42 |
|
|
2022
Q4 | $565K | Hold |
1,065
| – | – | 0.63% | 40 |
|
|
2022
Q3 | $538K | Buy |
+1,065
| New | +$538K | 0.65% | 40 |
|
|
2022
Q1 | $600K | Hold |
1,270
| – | – | 0.6% | 41 |
|
|
2021
Q4 | $638K | Hold |
1,270
| – | – | 0.64% | 41 |
|
|
2021
Q3 | $496K | Hold |
1,270
| – | – | 0.53% | 44 |
|
|
2021
Q2 | $509K | Hold |
1,270
| – | – | 0.51% | 46 |
|
|
2021
Q1 | $473K | Hold |
1,270
| – | – | 0.53% | 43 |
|
|
2020
Q4 | $445K | Buy |
1,270
+40
| +3% | +$14K | 0.53% | 44 |
|
|
2020
Q3 | $383K | Sell |
1,230
-40
| -3% | -$12.5K | 0.53% | 43 |
|
|
2020
Q2 | $375K | Hold |
1,270
| – | – | 0.5% | 41 |
|
|
2020
Q1 | $317K | Sell |
1,270
-33
| -3% | -$8.24K | 0.43% | 44 |
|
|
2019
Q4 | $383K | Hold |
1,303
| – | – | 0.37% | 47 |
|
|
2019
Q3 | $283K | Hold |
1,303
| – | – | 0.27% | 54 |
|
|
2019
Q2 | $318K | Hold |
1,303
| – | – | 0.28% | 49 |
|
|
2019
Q1 | $322K | Hold |
1,303
| – | – | 0.28% | 47 |
|
|
2018
Q4 | $325K | Hold |
1,303
| – | – | 0.28% | 46 |
|
|
2018
Q3 | $347K | Buy |
1,303
+40
| +3% | +$10.7K | 0.26% | 48 |
|
|
2018
Q2 | $310K | Buy |
1,263
+33
| +3% | +$8.1K | 0.23% | 51 |
|
|
2018
Q1 | $263K | Buy |
+1,230
| New | +$263K | 0.21% | 49 |
|