LFAS
Level Four Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Sell |
31,931
-1,720
| -5% | -$537K | 0.37% | 61 |
|
|
2025
Q1 | $17.6M | Sell |
33,651
-109
| -0.3% | -$57.1K | 0.72% | 23 |
|
|
2024
Q4 | $17.1M | Sell |
33,760
-391
| -1% | -$198K | 0.7% | 23 |
|
|
2024
Q3 | $19.3M | Sell |
34,151
-496
| -1% | -$280K | 0.81% | 20 |
|
|
2024
Q2 | $17.6M | Buy |
34,647
+3,320
| +11% | +$1.69M | 0.8% | 18 |
|
|
2024
Q1 | $16.5M | Buy |
31,327
+695
| +2% | +$366K | 0.91% | 13 |
|
|
2023
Q4 | $16.1M | Buy |
30,632
+414
| +1% | +$218K | 0.9% | 13 |
|
|
2023
Q3 | $15.2M | Buy |
30,218
+622
| +2% | +$314K | 0.98% | 12 |
|
|
2023
Q2 | $14.2M | Buy |
29,596
+2,834
| +11% | +$1.36M | 0.85% | 14 |
|
|
2023
Q1 | $12.6M | Sell |
26,762
-890
| -3% | -$421K | 0.83% | 17 |
|
|
2022
Q4 | $14.7M | Buy |
27,652
+3,351
| +14% | +$1.78M | 1.09% | 13 |
|
|
2022
Q3 | $12.3M | Sell |
24,301
-1,501
| -6% | -$758K | 1.19% | 15 |
|
|
2022
Q2 | $13.3M | Sell |
25,802
-980
| -4% | -$503K | 1.25% | 13 |
|
|
2022
Q1 | $13.7M | Buy |
26,782
+965
| +4% | +$492K | 1.07% | 11 |
|
|
2021
Q4 | $13M | Buy |
25,817
+1,548
| +6% | +$777K | 0.99% | 11 |
|
|
2021
Q3 | $9.48M | Sell |
24,269
-746
| -3% | -$291K | 0.99% | 15 |
|
|
2021
Q2 | $10M | Buy |
25,015
+2,097
| +9% | +$840K | 0.69% | 26 |
|
|
2021
Q1 | $8.53M | Buy |
22,918
+1,550
| +7% | +$577K | 0.66% | 26 |
|
|
2020
Q4 | $7.49M | Sell |
21,368
-1,226
| -5% | -$430K | 0.6% | 30 |
|
|
2020
Q3 | $7.04M | Sell |
22,594
-7,874
| -26% | -$2.45M | 0.54% | 35 |
|
|
2020
Q2 | $8.98M | Buy |
30,468
+1,550
| +5% | +$457K | 0.69% | 22 |
|
|
2020
Q1 | $7.16M | Sell |
28,918
-374
| -1% | -$92.6K | 0.86% | 16 |
|
|
2019
Q4 | $22.3M | Buy |
29,292
+8,095
| +38% | +$6.17M | 0.88% | 19 |
|
|
2019
Q3 | $4.61M | Buy |
21,197
+619
| +3% | +$135K | 0.48% | 42 |
|
|
2019
Q2 | $5.02M | Buy |
20,578
+62
| +0.3% | +$15.1K | 0.51% | 42 |
|
|
2019
Q1 | $5.07M | Sell |
20,516
-822
| -4% | -$203K | 0.56% | 40 |
|
|
2018
Q4 | $5.32M | Buy |
21,338
+1,414
| +7% | +$352K | 0.66% | 30 |
|
|
2018
Q3 | $5.3M | Sell |
19,924
-3,723
| -16% | -$991K | 0.57% | 38 |
|
|
2018
Q2 | $5.8M | Buy |
23,647
+1,264
| +6% | +$310K | 0.42% | 57 |
|
|
2018
Q1 | $4.79M | Sell |
22,383
-1,477
| -6% | -$316K | 0.37% | 64 |
|
|
2017
Q4 | $5.26M | Buy |
23,860
+1,025
| +4% | +$226K | 0.41% | 56 |
|
|
2017
Q3 | $4.47M | Buy |
22,835
+1,037
| +5% | +$203K | 0.4% | 54 |
|
|
2017
Q2 | $3.61M | Sell |
21,798
-2,396
| -10% | -$396K | 0.56% | 40 |
|
|
2017
Q1 | $4M | Buy |
24,194
+1,565
| +7% | +$259K | 0.41% | 56 |
|
|
2016
Q4 | $3.62M | Buy |
+22,629
| New | +$3.62M | 0.46% | 42 |
|