Lokken Investment 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 | $2.05M | Buy |
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|
2025
Q2 | $864K | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $996K | Buy |
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|
2023
Q1 | $948K | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $984K | Buy |
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|
2022
Q1 | $974K | Hold |
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|
2021
Q4 | $962K | Sell |
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|
2021
Q3 | $762K | Buy |
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|
2021
Q2 | $767K | Buy |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $734K | Buy |
|