Linscomb Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
706
-114
| -14% | -$35.6K | 0.01% | 295 |
|
|
2025
Q1 | $429K | Buy |
820
+7
| +0.9% | +$3.67K | 0.02% | 233 |
|
|
2024
Q4 | $411K | Sell |
813
-115
| -12% | -$58.2K | 0.02% | 233 |
|
|
2024
Q3 | $543K | Sell |
928
-126
| -12% | -$73.7K | 0.03% | 215 |
|
|
2024
Q2 | $537K | Buy |
1,054
+105
| +11% | +$53.5K | 0.03% | 210 |
|
|
2024
Q1 | $470K | Sell |
949
-29
| -3% | -$14.3K | 0.02% | 218 |
|
|
2023
Q4 | $515K | Sell |
978
-195
| -17% | -$103K | 0.03% | 209 |
|
|
2023
Q3 | $592K | Buy |
1,173
+383
| +48% | +$193K | 0.03% | 195 |
|
|
2023
Q2 | $380K | Sell |
790
-151
| -16% | -$72.6K | 0.02% | 228 |
|
|
2023
Q1 | $445K | Sell |
941
-168
| -15% | -$79.4K | 0.02% | 222 |
|
|
2022
Q4 | $588K | Buy |
1,109
+163
| +17% | +$86.4K | 0.03% | 217 |
|
|
2022
Q3 | $478K | Buy |
946
+216
| +30% | +$109K | 0.03% | 196 |
|
|
2022
Q2 | $375K | Sell |
730
-203
| -22% | -$104K | 0.02% | 220 |
|
|
2022
Q1 | $476K | Sell |
933
-23
| -2% | -$11.7K | 0.02% | 236 |
|
|
2021
Q4 | $480K | Buy |
956
+43
| +5% | +$21.6K | 0.02% | 229 |
|
|
2021
Q3 | $357K | Buy |
913
+21
| +2% | +$8.21K | 0.02% | 248 |
|
|
2021
Q2 | $357K | Sell |
892
-106
| -11% | -$42.4K | 0.02% | 245 |
|
|
2021
Q1 | $371K | Buy |
998
+183
| +22% | +$68K | 0.02% | 239 |
|
|
2020
Q4 | $286K | Buy |
815
+10
| +1% | +$3.51K | 0.02% | 254 |
|
|
2020
Q3 | $251K | Buy |
805
+54
| +7% | +$16.8K | 0.02% | 253 |
|
|
2020
Q2 | $222K | Sell |
751
-130
| -15% | -$38.4K | 0.02% | 268 |
|
|
2020
Q1 | $220K | Sell |
881
-435
| -33% | -$109K | 0.02% | 358 |
|
|
2019
Q4 | $387K | Buy |
+1,316
| New | +$387K | 0.03% | 341 |
|
|
2019
Q1 | – | Sell |
-1,043
| Closed | -$260K | – | 271 |
|
|
2018
Q4 | $260K | Buy |
1,043
+15
| +1% | +$3.74K | 0.02% | 222 |
|
|
2018
Q3 | $274K | Hold |
1,028
| – | – | 0.02% | 243 |
|
|
2018
Q2 | $252K | Hold |
1,028
| – | – | 0.02% | 239 |
|
|
2018
Q1 | $220K | Sell |
1,028
-233
| -18% | -$49.9K | 0.02% | 252 |
|
|
2017
Q4 | $278K | Sell |
1,261
-373
| -23% | -$82.2K | 0.02% | 231 |
|
|
2017
Q3 | $320K | Hold |
1,634
| – | – | 0.03% | 207 |
|
|
2017
Q2 | $303K | Sell |
1,634
-146
| -8% | -$27.1K | 0.03% | 208 |
|
|
2017
Q1 | $292K | Buy |
1,780
+127
| +8% | +$20.8K | 0.03% | 207 |
|
|
2016
Q4 | $265K | Sell |
1,653
-491
| -23% | -$78.7K | 0.02% | 220 |
|
|
2016
Q3 | $300K | Sell |
2,144
-320
| -13% | -$44.8K | 0.03% | 204 |
|
|
2016
Q2 | $348K | Sell |
2,464
-46
| -2% | -$6.5K | 0.04% | 187 |
|
|
2016
Q1 | $323K | Buy |
2,510
+689
| +38% | +$88.7K | 0.04% | 195 |
|
|
2015
Q4 | $214K | Sell |
1,821
-70
| -4% | -$8.23K | 0.02% | 235 |
|
|
2015
Q3 | $219K | Buy |
1,891
+1
| +0.1% | +$116 | 0.03% | 239 |
|
|
2015
Q2 | $231K | Sell |
1,890
-50
| -3% | -$6.11K | 0.03% | 244 |
|
|
2015
Q1 | $229K | Sell |
1,940
-2,341
| -55% | -$276K | 0.02% | 244 |
|
|
2014
Q4 | $433K | Hold |
4,281
| – | – | 0.05% | 181 |
|
|
2014
Q3 | $369K | Buy |
4,281
+573
| +15% | +$49.4K | 0.04% | 199 |
|
|
2014
Q2 | $303K | Sell |
3,708
-121
| -3% | -$9.89K | 0.03% | 222 |
|
|
2014
Q1 | $314K | Buy |
3,829
+732
| +24% | +$60K | 0.03% | 206 |
|
|
2013
Q4 | $233K | Buy |
3,097
+290
| +10% | +$21.8K | 0.03% | 206 |
|
|
2013
Q3 | $201K | Buy |
+2,807
| New | +$201K | 0.03% | 227 |
|