LCM
Liberty Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
14,780
+726
| +5% | +$226K | 0.93% | 35 |
|
|
2025
Q1 | $7.36M | Buy |
14,054
+1
| +0% | +$524 | 1.64% | 17 |
|
|
2024
Q4 | $7.11M | Buy |
14,053
+48
| +0.3% | +$24.3K | 1.58% | 17 |
|
|
2024
Q3 | $8.19M | Buy |
14,005
+6
| +0% | +$3.51K | 1.81% | 17 |
|
|
2024
Q2 | $7.13M | Buy |
13,999
+109
| +0.8% | +$55.5K | 1.69% | 17 |
|
|
2024
Q1 | $6.87M | Sell |
13,890
-272
| -2% | -$135K | 1.69% | 17 |
|
|
2023
Q4 | $7.46M | Sell |
14,162
-575
| -4% | -$303K | 1.96% | 13 |
|
|
2023
Q3 | $7.43M | Sell |
14,737
-12
| -0.1% | -$6.05K | 2.19% | 11 |
|
|
2023
Q2 | $7.09M | Buy |
14,749
+145
| +1% | +$69.7K | 2.13% | 12 |
|
|
2023
Q1 | $6.9M | Sell |
14,604
-18
| -0.1% | -$8.51K | 2.27% | 9 |
|
|
2022
Q4 | $7.75M | Buy |
14,622
+22
| +0.2% | +$11.7K | 2.69% | 7 |
|
|
2022
Q3 | $7.37M | Sell |
14,600
-52
| -0.4% | -$26.3K | 2.76% | 7 |
|
|
2022
Q2 | $7.53M | Sell |
14,652
-377
| -3% | -$194K | 2.68% | 7 |
|
|
2022
Q1 | $7.66M | Sell |
15,029
-84
| -0.6% | -$42.8K | 2.24% | 13 |
|
|
2021
Q4 | $7.59M | Sell |
15,113
-1,022
| -6% | -$513K | 2.05% | 14 |
|
|
2021
Q3 | $6.31M | Buy |
16,135
+12
| +0.1% | +$4.69K | 1.86% | 15 |
|
|
2021
Q2 | $6.46M | Sell |
16,123
-190
| -1% | -$76.1K | 1.96% | 14 |
|
|
2021
Q1 | $6.07M | Buy |
16,313
+88
| +0.5% | +$32.7K | 2.1% | 13 |
|
|
2020
Q4 | $5.69M | Buy |
+16,225
| New | +$5.69M | 2.06% | 12 |
|
|
2020
Q2 | $4.58M | Sell |
15,523
-951
| -6% | -$281K | 1.98% | 16 |
|
|
2020
Q1 | $4.11M | Sell |
16,474
-11
| -0.1% | -$2.74K | 2.14% | 15 |
|
|
2019
Q4 | $4.85M | Buy |
16,485
+93
| +0.6% | +$27.3K | 1.99% | 15 |
|
|
2019
Q3 | $3.56M | Buy |
16,392
+192
| +1% | +$41.7K | 1.57% | 24 |
|
|
2019
Q2 | $3.95M | Sell |
16,200
-105
| -0.6% | -$25.6K | 1.77% | 20 |
|
|
2019
Q1 | $4.03M | Buy |
16,305
+101
| +0.6% | +$25K | 2.03% | 17 |
|
|
2018
Q4 | $4.04M | Buy |
16,204
+10
| +0.1% | +$2.49K | 2.48% | 12 |
|
|
2018
Q3 | $4.31M | Buy |
16,194
+455
| +3% | +$121K | 2.25% | 13 |
|
|
2018
Q2 | $3.86M | Buy |
15,739
+209
| +1% | +$51.3K | 2.26% | 13 |
|
|
2018
Q1 | $3.32M | Buy |
15,530
+18
| +0.1% | +$3.85K | 2.01% | 15 |
|
|
2017
Q4 | $3.55M | Buy |
15,512
+139
| +0.9% | +$31.8K | 1.88% | 15 |
|
|
2017
Q3 | $3.19M | Buy |
15,373
+523
| +4% | +$108K | 1.75% | 16 |
|
|
2017
Q2 | $2.76M | Buy |
14,850
+1,217
| +9% | +$226K | 1.67% | 23 |
|
|
2017
Q1 | $2.24M | Buy |
13,633
+1,146
| +9% | +$188K | 1.34% | 29 |
|
|
2016
Q4 | $1.97M | Buy |
12,487
+1,833
| +17% | +$289K | 1.28% | 28 |
|
|
2016
Q3 | $1.47M | Buy |
10,654
+235
| +2% | +$32.4K | 0.96% | 43 |
|
|
2016
Q2 | $1.47M | Buy |
10,419
+7,521
| +260% | +$1.06M | 0.99% | 41 |
|
|
2016
Q1 | $374K | Sell |
2,898
-405
| -12% | -$52.3K | 0.28% | 73 |
|
|
2015
Q4 | $389K | Sell |
3,303
-167
| -5% | -$19.7K | 0.29% | 72 |
|
|
2015
Q3 | $403K | Sell |
3,470
-965
| -22% | -$112K | 0.32% | 73 |
|
|
2015
Q2 | $541K | Buy |
4,435
+2,360
| +114% | +$288K | 0.36% | 73 |
|
|
2015
Q1 | $245K | Buy |
+2,075
| New | +$245K | 0.16% | 95 |
|