LGT Group Foundation’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Sell |
27,617
-20,364
| -42% | -$6.35M | 0.11% | 109 |
|
|
2025
Q1 | $25.1M | Buy |
47,981
+18,493
| +63% | +$9.69M | 0.35% | 62 |
|
|
2024
Q4 | $14.9M | Buy |
29,488
+11,026
| +60% | +$5.58M | 0.23% | 70 |
|
|
2024
Q3 | $10.9M | Sell |
18,462
-567
| -3% | -$336K | 0.18% | 87 |
|
|
2024
Q2 | $9.69M | Sell |
19,029
-1,521
| -7% | -$775K | 0.15% | 92 |
|
|
2024
Q1 | $10.2M | Sell |
20,550
-11,065
| -35% | -$5.47M | 0.24% | 86 |
|
|
2023
Q4 | $16.6M | Buy |
31,615
+2,504
| +9% | +$1.31M | 0.37% | 66 |
|
|
2023
Q3 | $15M | Buy |
29,111
+290
| +1% | +$149K | 0.37% | 67 |
|
|
2023
Q2 | $13.9M | Sell |
28,821
-3,881
| -12% | -$1.87M | 0.34% | 72 |
|
|
2023
Q1 | $15.5M | Buy |
32,702
+10,020
| +44% | +$4.74M | 0.44% | 61 |
|
|
2022
Q4 | $12M | Buy |
22,682
+15,116
| +200% | +$8.01M | 0.38% | 72 |
|
|
2022
Q3 | $3.82M | Buy |
7,566
+5,785
| +325% | +$2.92M | 0.15% | 121 |
|
|
2022
Q2 | $915K | Sell |
1,781
-70
| -4% | -$36K | 0.03% | 204 |
|
|
2022
Q1 | $949K | Buy |
1,851
+11
| +0.6% | +$5.64K | 0.02% | 211 |
|
|
2021
Q4 | $924K | Buy |
+1,840
| New | +$924K | 0.02% | 208 |
|