LMIM
Lockheed Martin Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Sell |
25,740
-30,220
| -54% | -$9.43M | 0.29% | 64 |
|
|
2025
Q1 | $29.3M | Buy |
55,960
+11,950
| +27% | +$6.26M | 1.19% | 23 |
|
|
2024
Q4 | $22.3M | Sell |
44,010
-3,250
| -7% | -$1.64M | 0.89% | 25 |
|
|
2024
Q3 | $27.6M | Buy |
47,260
+7,460
| +19% | +$4.36M | 1.28% | 20 |
|
|
2024
Q2 | $20.3M | Buy |
39,800
+220
| +0.6% | +$112K | 1.17% | 18 |
|
|
2024
Q1 | $19.4M | Sell |
39,580
-920
| -2% | -$450K | 1.41% | 15 |
|
|
2023
Q4 | $20.4M | Buy |
40,500
+3,650
| +10% | +$1.84M | 1.46% | 16 |
|
|
2023
Q3 | $18.1M | Sell |
36,850
-4,810
| -12% | -$2.36M | 1.39% | 15 |
|
|
2023
Q2 | $20M | Buy |
41,660
+18,070
| +77% | +$8.69M | 1.15% | 19 |
|
|
2023
Q1 | $11.1M | Sell |
23,590
-22,507
| -49% | -$10.6M | 0.63% | 34 |
|
|
2022
Q4 | $24.4M | Buy |
46,097
+1,970
| +4% | +$1.04M | 1.62% | 15 |
|
|
2022
Q3 | $22.3M | Hold |
44,127
| – | – | 1.79% | 17 |
|
|
2022
Q2 | $22.7M | Sell |
44,127
-330
| -0.7% | -$169K | 1.54% | 13 |
|
|
2022
Q1 | $22.7M | Buy |
44,457
+3,930
| +10% | +$2M | 1.25% | 17 |
|
|
2021
Q4 | $20.4M | Buy |
40,527
+3,630
| +10% | +$1.82M | 1.09% | 19 |
|
|
2021
Q3 | $14.4M | Buy |
36,897
+2,960
| +9% | +$1.16M | 0.78% | 31 |
|
|
2021
Q2 | $13.6M | Sell |
33,937
-9,650
| -22% | -$3.86M | 0.71% | 34 |
|
|
2021
Q1 | $16.2M | Sell |
43,587
-3,180
| -7% | -$1.18M | 0.83% | 35 |
|
|
2020
Q4 | $16.4M | Hold |
46,767
| – | – | 0.85% | 23 |
|
|
2020
Q3 | $14.6M | Sell |
46,767
-1,970
| -4% | -$614K | 0.9% | 24 |
|
|
2020
Q2 | $14.4M | Hold |
48,737
| – | – | 0.95% | 22 |
|
|
2020
Q1 | $12.2M | Sell |
48,737
-18,600
| -28% | -$4.64M | 0.83% | 25 |
|
|
2019
Q4 | $19.8M | Buy |
67,337
+30,207
| +81% | +$8.88M | 1.05% | 20 |
|
|
2019
Q3 | $8.07M | Sell |
37,130
-22,200
| -37% | -$4.82M | 0.51% | 38 |
|
|
2019
Q2 | $14.5M | Buy |
59,330
+35,330
| +147% | +$8.62M | 0.66% | 37 |
|
|
2019
Q1 | $5.93M | Buy |
24,000
+20,200
| +532% | +$4.99M | 0.27% | 50 |
|
|
2018
Q4 | $947K | Buy |
+3,800
| New | +$947K | 0.04% | 68 |
|
|
2018
Q2 | – | Sell |
-6,000
| Closed | -$1.28M | – | 130 |
|
|
2018
Q1 | $1.28M | Hold |
6,000
| – | – | 0.05% | 84 |
|
|
2017
Q4 | $1.32M | Sell |
6,000
-13,750
| -70% | -$3.03M | 0.06% | 84 |
|
|
2017
Q3 | $3.87M | Sell |
19,750
-14,100
| -42% | -$2.76M | 0.2% | 49 |
|
|
2017
Q2 | $6.28M | Buy |
+33,850
| New | +$6.28M | 0.34% | 47 |
|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$1.6M | – | 130 |
|
|
2016
Q4 | $1.6M | Hold |
10,000
| – | – | 0.13% | 72 |
|
|
2016
Q3 | $1.4M | Buy |
+10,000
| New | +$1.4M | 0.12% | 92 |
|
|
2015
Q4 | – | Sell |
-36,000
| Closed | -$4.18M | – | 103 |
|
|
2015
Q3 | $4.18M | Hold |
36,000
| – | – | 0.47% | 34 |
|
|
2015
Q2 | $4.39M | Sell |
36,000
-26,600
| -42% | -$3.25M | 0.22% | 50 |
|
|
2015
Q1 | $7.41M | Buy |
62,600
+37,100
| +145% | +$4.39M | 0.36% | 36 |
|
|
2014
Q4 | $2.58M | Sell |
25,500
-14,500
| -36% | -$1.47M | 0.11% | 57 |
|
|
2014
Q3 | $3.45M | Sell |
40,000
-36,000
| -47% | -$3.11M | 0.16% | 53 |
|
|
2014
Q2 | $6.21M | Sell |
76,000
-57,000
| -43% | -$4.66M | 0.28% | 39 |
|
|
2014
Q1 | $10.9M | Buy |
+133,000
| New | +$10.9M | 0.56% | 35 |
|