LMCG Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $20.3M | Buy |
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|
2024
Q4 | $19.2M | Buy |
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|
2024
Q3 | $19.9M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $18.8M | Sell |
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|
2023
Q3 | $18.2M | Sell |
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|
2023
Q2 | $17.7M | Buy |
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|
2023
Q1 | $17M | Sell |
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|
2022
Q4 | $19.9M | Sell |
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|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $20.1M | Sell |
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|
2022
Q1 | $20.1M | Buy |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $231K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $511K | Buy |
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