Lockerman Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
922
-180
| -16% | -$56.2K | 0.39% | 91 |
|
|
2025
Q1 | $577K | Sell |
1,102
-36
| -3% | -$18.9K | 0.87% | 26 |
|
|
2024
Q4 | $576K | Buy |
1,138
+40
| +4% | +$20.2K | 0.98% | 29 |
|
|
2024
Q3 | $642K | Buy |
1,098
+177
| +19% | +$103K | 1.09% | 27 |
|
|
2024
Q2 | $469K | Sell |
921
-5
| -0.5% | -$2.55K | 0.85% | 34 |
|
|
2024
Q1 | $458K | Buy |
926
+1
| +0.1% | +$495 | 0.88% | 33 |
|
|
2023
Q4 | $487K | Buy |
925
+29
| +3% | +$15.3K | 1.13% | 24 |
|
|
2023
Q3 | $452K | Buy |
896
+18
| +2% | +$9.08K | 1.22% | 24 |
|
|
2023
Q2 | $422K | Sell |
878
-56
| -6% | -$26.9K | 1.17% | 23 |
|
|
2023
Q1 | $441K | Sell |
934
-26
| -3% | -$12.3K | 1.22% | 22 |
|
|
2022
Q4 | $509K | Buy |
960
+347
| +57% | +$184K | 1.49% | 18 |
|
|
2022
Q3 | $310K | Buy |
613
+51
| +9% | +$25.8K | 0.89% | 31 |
|
|
2022
Q2 | $289K | Buy |
562
+45
| +9% | +$23.1K | 0.92% | 33 |
|
|
2022
Q1 | $263K | Sell |
517
-39
| -7% | -$19.8K | 0.71% | 47 |
|
|
2021
Q4 | $280K | Buy |
+556
| New | +$280K | 0.73% | 40 |
|