Lindbrook Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.28M | Sell |
11,986
-863
| -7% | -$452K | 0.58% | 27 |
|
|
2024
Q4 | $6.5M | Sell |
12,849
-264
| -2% | -$134K | 0.59% | 27 |
|
|
2024
Q3 | $7.67M | Buy |
13,113
+690
| +6% | +$403K | 0.68% | 26 |
|
|
2024
Q2 | $6.33M | Sell |
12,423
-1,271
| -9% | -$647K | 0.59% | 28 |
|
|
2024
Q1 | $6.77M | Sell |
13,694
-365
| -3% | -$181K | 0.63% | 30 |
|
|
2023
Q4 | $7.4M | Buy |
14,059
+722
| +5% | +$380K | 0.74% | 22 |
|
|
2023
Q3 | $6.72M | Buy |
13,337
+122
| +0.9% | +$61.5K | 0.75% | 20 |
|
|
2023
Q2 | $6.35M | Sell |
13,215
-764
| -5% | -$367K | 0.68% | 22 |
|
|
2023
Q1 | $6.61M | Buy |
13,979
+666
| +5% | +$315K | 0.77% | 20 |
|
|
2022
Q4 | $7.06M | Buy |
13,313
+10,181
| +325% | +$5.4M | 0.87% | 17 |
|
|
2022
Q3 | $1.58M | Buy |
3,132
+521
| +20% | +$263K | 0.27% | 46 |
|
|
2022
Q2 | $1.34M | Sell |
2,611
-38
| -1% | -$19.5K | 0.22% | 58 |
|
|
2022
Q1 | $1.35M | Sell |
2,649
-11
| -0.4% | -$5.61K | 0.21% | 67 |
|
|
2021
Q4 | $1.34M | Buy |
2,660
+1,157
| +77% | +$581K | 0.2% | 63 |
|
|
2021
Q3 | $587K | Buy |
1,503
+13
| +0.9% | +$5.08K | 0.15% | 56 |
|
|
2021
Q2 | $597K | Buy |
1,490
+17
| +1% | +$6.81K | 0.13% | 63 |
|
|
2021
Q1 | $548K | Buy |
1,473
+124
| +9% | +$46.1K | 0.12% | 66 |
|
|
2020
Q4 | $473K | Buy |
1,349
+14
| +1% | +$4.91K | 0.12% | 71 |
|
|
2020
Q3 | $416K | Buy |
1,335
+129
| +11% | +$40.2K | 0.11% | 74 |
|
|
2020
Q2 | $356K | Buy |
1,206
+31
| +3% | +$9.15K | 0.11% | 81 |
|
|
2020
Q1 | $293K | Sell |
1,175
-490
| -29% | -$122K | 0.11% | 78 |
|
|
2019
Q4 | $489K | Buy |
1,665
+30
| +2% | +$8.81K | 0.17% | 58 |
|
|
2019
Q3 | $355K | Buy |
1,635
+233
| +17% | +$50.6K | 0.13% | 77 |
|
|
2019
Q2 | $342K | Buy |
1,402
+23
| +2% | +$5.61K | 0.13% | 78 |
|
|
2019
Q1 | $340K | Buy |
1,379
+227
| +20% | +$56K | 0.14% | 75 |
|
|
2018
Q4 | $286K | Buy |
+1,152
| New | +$286K | 0.14% | 75 |
|