LI
LMCG Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,267
-34,441
| -89% | -$10.7M | 0.08% | 152 |
|
|
2025
Q1 | $20.3M | Buy |
38,708
+734
| +2% | +$384K | 1.35% | 15 |
|
|
2024
Q4 | $19.2M | Buy |
37,974
+4,022
| +12% | +$2.03M | 1.18% | 18 |
|
|
2024
Q3 | $19.9M | Buy |
33,952
+1,629
| +5% | +$952K | 1.19% | 18 |
|
|
2024
Q2 | $16.5M | Buy |
32,323
+599
| +2% | +$305K | 0.96% | 22 |
|
|
2024
Q1 | $15.7M | Sell |
31,724
-3,997
| -11% | -$1.98M | 0.92% | 23 |
|
|
2023
Q4 | $18.8M | Sell |
35,721
-363
| -1% | -$191K | 1.16% | 16 |
|
|
2023
Q3 | $18.2M | Sell |
36,084
-784
| -2% | -$395K | 1.23% | 13 |
|
|
2023
Q2 | $17.7M | Buy |
36,868
+956
| +3% | +$459K | 1.15% | 13 |
|
|
2023
Q1 | $17M | Sell |
35,912
-1,563
| -4% | -$739K | 1.13% | 14 |
|
|
2022
Q4 | $19.9M | Sell |
37,475
-959
| -2% | -$508K | 1.39% | 11 |
|
|
2022
Q3 | $19.4M | Sell |
38,434
-609
| -2% | -$308K | 1.42% | 9 |
|
|
2022
Q2 | $20.1M | Sell |
39,043
-334
| -0.8% | -$172K | 1.38% | 9 |
|
|
2022
Q1 | $20.1M | Buy |
+39,377
| New | +$20.1M | 1.16% | 13 |
|
|
2015
Q3 | $227K | Hold |
1,955
| – | – | ﹤0.01% | 523 |
|
|
2015
Q2 | $239K | Hold |
1,955
| – | – | 0.01% | 507 |
|
|
2015
Q1 | $231K | Buy |
+1,955
| New | +$231K | ﹤0.01% | 529 |
|
|
2013
Q3 | – | Sell |
-7,804
| Closed | -$511K | – | 484 |
|
|
2013
Q2 | $511K | Buy |
+7,804
| New | +$511K | 0.01% | 404 |
|