Lincoln Capital Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.15M | Sell |
3,686
-5,605
| -60% | -$1.75M | 0.44% | 45 |
|
2025
Q1 | $4.87M | Sell |
9,291
-4,332
| -32% | -$2.27M | 2.03% | 16 |
|
2024
Q4 | $6.89M | Buy |
13,623
+1,160
| +9% | +$587K | 2.83% | 11 |
|
2024
Q3 | $7.29M | Buy |
12,463
+103
| +0.8% | +$60.2K | 2.98% | 10 |
|
2024
Q2 | $6.29M | Sell |
12,360
-5,351
| -30% | -$2.73M | 2.7% | 11 |
|
2024
Q1 | $8.76M | Sell |
17,711
-341
| -2% | -$169K | 3.83% | 8 |
|
2023
Q4 | $9.5M | Sell |
18,052
-263
| -1% | -$138K | 4.64% | 6 |
|
2023
Q3 | $9.23M | Sell |
18,315
-960
| -5% | -$484K | 4.97% | 5 |
|
2023
Q2 | $9.26M | Sell |
19,275
-290
| -1% | -$139K | 4.75% | 5 |
|
2023
Q1 | $9.25M | Buy |
19,565
+466
| +2% | +$220K | 5.36% | 4 |
|
2022
Q4 | $10.1M | Buy |
19,099
+76
| +0.4% | +$40.3K | 6.2% | 3 |
|
2022
Q3 | $9.61M | Buy |
19,023
+307
| +2% | +$155K | 6.45% | 3 |
|
2022
Q2 | $9.61M | Buy |
18,716
+643
| +4% | +$330K | 6.2% | 4 |
|
2022
Q1 | $9.22M | Buy |
18,073
+450
| +3% | +$229K | 4.81% | 6 |
|
2021
Q4 | $8.85M | Buy |
17,623
+36
| +0.2% | +$18.1K | 4.25% | 6 |
|
2021
Q3 | $6.87M | Buy |
17,587
+494
| +3% | +$193K | 3.69% | 8 |
|
2021
Q2 | $6.85M | Buy |
17,093
+515
| +3% | +$206K | 3.9% | 8 |
|
2021
Q1 | $6.17M | Buy |
16,578
+2,747
| +20% | +$1.02M | 3.85% | 9 |
|
2020
Q4 | $4.85M | Buy |
13,831
+16
| +0.1% | +$5.61K | 3.18% | 12 |
|
2020
Q3 | $4.31M | Buy |
13,815
+177
| +1% | +$55.2K | 3.15% | 10 |
|
2020
Q2 | $4.02M | Buy |
13,638
+413
| +3% | +$122K | 3.15% | 10 |
|
2020
Q1 | $3.3K | Buy |
13,225
+5,057
| +62% | +$1.26K | 1.48% | 15 |
|
2019
Q4 | $2.4M | Sell |
8,168
-132
| -2% | -$38.8K | 1.78% | 20 |
|
2019
Q3 | $1.8M | Buy |
8,300
+170
| +2% | +$36.9K | 1.53% | 24 |
|
2019
Q2 | $1.98M | Buy |
8,130
+4,468
| +122% | +$1.09M | 1.75% | 21 |
|
2019
Q1 | $905K | Hold |
3,662
| – | – | 0.82% | 34 |
|
2018
Q4 | $912K | Buy |
3,662
+18
| +0.5% | +$4.48K | 0.84% | 36 |
|
2018
Q3 | $969K | Buy |
3,644
+79
| +2% | +$21K | 0.8% | 32 |
|
2018
Q2 | $875K | Sell |
3,565
-6
| -0.2% | -$1.47K | 0.81% | 32 |
|
2018
Q1 | $764K | Sell |
3,571
-3
| -0.1% | -$642 | 0.71% | 33 |
|
2017
Q4 | $788K | Sell |
3,574
-26
| -0.7% | -$5.73K | 0.67% | 34 |
|
2017
Q3 | $705K | Hold |
3,600
| – | – | 0.63% | 31 |
|
2017
Q2 | $668K | Buy |
3,600
+200
| +6% | +$37.1K | 0.59% | 36 |
|
2017
Q1 | $558K | Sell |
3,400
-110
| -3% | -$18.1K | 0.5% | 39 |
|
2016
Q4 | $562K | Buy |
+3,510
| New | +$562K | 0.54% | 39 |
|