Lockerman Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $576K | Buy |
|
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|
2024
Q3 | $642K | Buy |
|
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|
2024
Q2 | $469K | Sell |
|
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|
2024
Q1 | $458K | Buy |
|
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $422K | Sell |
|
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|
2023
Q1 | $441K | Sell |
|
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $280K | Buy |
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