LG
Leuthold Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,363
| Closed | -$9.57M | – | 214 |
|
|
2024
Q3 | $9.57M | Sell |
16,363
-1,184
| -7% | -$692K | 1.06% | 24 |
|
|
2024
Q2 | $8.94M | Sell |
17,547
-7,612
| -30% | -$3.88M | 1.03% | 27 |
|
|
2024
Q1 | $12.4M | Sell |
25,159
-109
| -0.4% | -$53.9K | 1.4% | 14 |
|
|
2023
Q4 | $13.3M | Buy |
25,268
+187
| +0.7% | +$98.5K | 1.66% | 11 |
|
|
2023
Q3 | $12.6M | Buy |
25,081
+725
| +3% | +$366K | 1.77% | 9 |
|
|
2023
Q2 | $11.7M | Sell |
24,356
-888
| -4% | -$427K | 1.52% | 10 |
|
|
2023
Q1 | $11.9M | Sell |
25,244
-1,501
| -6% | -$709K | 1.58% | 9 |
|
|
2022
Q4 | $14.2M | Sell |
26,745
-625
| -2% | -$331K | 1.91% | 5 |
|
|
2022
Q3 | $13.8M | Sell |
27,370
-535
| -2% | -$270K | 2.08% | 5 |
|
|
2022
Q2 | $14.3M | Sell |
27,905
-738
| -3% | -$379K | 2.04% | 5 |
|
|
2022
Q1 | $14.6M | Buy |
28,643
+895
| +3% | +$456K | 1.87% | 8 |
|
|
2021
Q4 | $13.9M | Sell |
27,748
-671
| -2% | -$337K | 1.63% | 12 |
|
|
2021
Q3 | $11.1M | Buy |
28,419
+78
| +0.3% | +$30.5K | 1.36% | 18 |
|
|
2021
Q2 | $11.3M | Sell |
28,341
-492
| -2% | -$197K | 1.39% | 18 |
|
|
2021
Q1 | $10.7M | Sell |
28,833
-2,575
| -8% | -$958K | 1.35% | 18 |
|
|
2020
Q4 | $11M | Sell |
31,408
-1,437
| -4% | -$504K | 1.45% | 16 |
|
|
2020
Q3 | $10.2M | Sell |
32,845
-648
| -2% | -$202K | 1.4% | 18 |
|
|
2020
Q2 | $9.88M | Sell |
33,493
-823
| -2% | -$243K | 1.47% | 19 |
|
|
2020
Q1 | $8.56M | Sell |
34,316
-2,212
| -6% | -$552K | 1.54% | 14 |
|
|
2019
Q4 | $10.7M | Sell |
36,528
-1,422
| -4% | -$418K | 1.4% | 16 |
|
|
2019
Q3 | $8.25M | Sell |
37,950
-4,814
| -11% | -$1.05M | 1.08% | 25 |
|
|
2019
Q2 | $10.4M | Sell |
42,764
-4,243
| -9% | -$1.04M | 1.35% | 17 |
|
|
2019
Q1 | $11.6M | Sell |
47,007
-1,685
| -3% | -$417K | 1.56% | 9 |
|
|
2018
Q4 | $12.1M | Sell |
48,692
-1,243
| -2% | -$310K | 1.74% | 8 |
|
|
2018
Q3 | $13.3M | Sell |
49,935
-1,283
| -3% | -$341K | 1.45% | 13 |
|
|
2018
Q2 | $12.6M | Sell |
51,218
-597
| -1% | -$146K | 1.38% | 11 |
|
|
2018
Q1 | $11.1M | Sell |
51,815
-9,048
| -15% | -$1.94M | 1.26% | 12 |
|
|
2017
Q4 | $13.4M | Buy |
60,863
+7,768
| +15% | +$1.71M | 1.34% | 10 |
|
|
2017
Q3 | $10.4M | Sell |
53,095
-1,167
| -2% | -$229K | 1.05% | 14 |
|
|
2017
Q2 | $10.1M | Sell |
54,262
-1,153
| -2% | -$214K | 1.08% | 14 |
|
|
2017
Q1 | $9.09M | Sell |
55,415
-1,233
| -2% | -$202K | 0.98% | 19 |
|
|
2016
Q4 | $9.07M | Sell |
56,648
-5,245
| -8% | -$839K | 1.01% | 17 |
|
|
2016
Q3 | $8.67M | Sell |
61,893
-2,081
| -3% | -$291K | 0.91% | 26 |
|
|
2016
Q2 | $9.03M | Buy |
63,974
+7,119
| +13% | +$1.01M | 0.96% | 19 |
|
|
2016
Q1 | $7.33M | Buy |
56,855
+1,137
| +2% | +$147K | 0.8% | 41 |
|
|
2015
Q4 | $6.56M | Sell |
55,718
-65,296
| -54% | -$7.68M | 0.69% | 44 |
|
|
2015
Q3 | $14M | Sell |
121,014
-16,959
| -12% | -$1.97M | 1.48% | 8 |
|
|
2015
Q2 | $16.8M | Buy |
137,973
+5,761
| +4% | +$703K | 1.57% | 6 |
|
|
2015
Q1 | $15.6M | Sell |
132,212
-350
| -0.3% | -$41.4K | 1.45% | 7 |
|
|
2014
Q4 | $13.4M | Sell |
132,562
-26,234
| -17% | -$2.65M | 1.32% | 12 |
|
|
2014
Q3 | $13.7M | Sell |
158,796
-14,147
| -8% | -$1.22M | 1.24% | 11 |
|
|
2014
Q2 | $14.1M | Buy |
172,943
+128
| +0.1% | +$10.5K | 1.2% | 13 |
|
|
2014
Q1 | $14.2M | Buy |
172,815
+4,718
| +3% | +$387K | 1.26% | 11 |
|
|
2013
Q4 | $12.7M | Buy |
168,097
+35,408
| +27% | +$2.67M | 1.13% | 20 |
|
|
2013
Q3 | $9.5M | Sell |
132,689
-7,683
| -5% | -$550K | 0.88% | 22 |
|
|
2013
Q2 | $9.19M | Buy |
+140,372
| New | +$9.19M | 0.85% | 24 |
|