LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
835
-2,076
| -71% | -$648K | ﹤0.01% | 252 |
|
|
2025
Q1 | $1.25M | Sell |
2,911
-483
| -14% | -$207K | 0.01% | 146 |
|
|
2024
Q4 | $1.84M | Sell |
3,394
-189
| -5% | -$103K | 0.02% | 138 |
|
|
2024
Q3 | $2.01M | Buy |
3,583
+36
| +1% | +$20.2K | 0.02% | 133 |
|
|
2024
Q2 | $1.95M | Sell |
3,547
-592
| -14% | -$325K | 0.02% | 119 |
|
|
2024
Q1 | $2.03M | Sell |
4,139
-51
| -1% | -$25.1K | 0.02% | 115 |
|
|
2023
Q4 | $2.14M | Sell |
4,190
-115
| -3% | -$58.9K | 0.02% | 114 |
|
|
2023
Q3 | $2.31M | Buy |
4,305
+473
| +12% | +$254K | 0.03% | 107 |
|
|
2023
Q2 | $1.84M | Buy |
3,832
+409
| +12% | +$197K | 0.02% | 118 |
|
|
2023
Q1 | $1.62M | Hold |
3,423
| – | – | 0.02% | 121 |
|
|
2022
Q4 | $1.81M | Sell |
3,423
-505
| -13% | -$268K | 0.02% | 113 |
|
|
2022
Q3 | $1.98M | Sell |
3,928
-86
| -2% | -$43.4K | 0.03% | 109 |
|
|
2022
Q2 | $2.06M | Buy |
4,014
+579
| +17% | +$297K | 0.03% | 110 |
|
|
2022
Q1 | $1.75M | Buy |
3,435
+34
| +1% | +$17.3K | 0.02% | 130 |
|
|
2021
Q4 | $1.71M | Sell |
3,401
-12
| -0.4% | -$6.03K | 0.02% | 137 |
|
|
2021
Q3 | $1.33M | Buy |
3,413
+280
| +9% | +$109K | 0.01% | 146 |
|
|
2021
Q2 | $1.26M | Buy |
3,133
+69
| +2% | +$27.6K | 0.01% | 156 |
|
|
2021
Q1 | $1.14M | Buy |
3,064
+101
| +3% | +$37.6K | 0.01% | 150 |
|
|
2020
Q4 | $1.04M | Buy |
2,963
+439
| +17% | +$154K | 0.01% | 155 |
|
|
2020
Q3 | $787K | Sell |
2,524
-236
| -9% | -$73.6K | 0.01% | 159 |
|
|
2020
Q2 | $814K | Buy |
2,760
+60
| +2% | +$17.7K | 0.01% | 144 |
|
|
2020
Q1 | $673K | Buy |
2,700
+1,399
| +108% | +$349K | 0.01% | 153 |
|
|
2019
Q4 | $382K | Buy |
1,301
+390
| +43% | +$115K | 0.01% | 221 |
|
|
2019
Q3 | $198K | Sell |
911
-731
| -45% | -$159K | ﹤0.01% | 269 |
|
|
2019
Q2 | $401K | Buy |
1,642
+510
| +45% | +$125K | 0.01% | 215 |
|
|
2019
Q1 | $280K | Buy |
1,132
+43
| +4% | +$10.6K | ﹤0.01% | 230 |
|
|
2018
Q4 | $271K | Buy |
1,089
+250
| +30% | +$62.2K | ﹤0.01% | 229 |
|
|
2018
Q3 | $223K | Hold |
839
| – | – | ﹤0.01% | 259 |
|
|
2018
Q2 | $206K | Hold |
839
| – | – | ﹤0.01% | 273 |
|
|
2018
Q1 | $180K | Hold |
839
| – | – | ﹤0.01% | 285 |
|
|
2017
Q4 | $185K | Hold |
839
| – | – | ﹤0.01% | 293 |
|
|
2017
Q3 | $164K | Sell |
839
-132
| -14% | -$25.8K | ﹤0.01% | 298 |
|
|
2017
Q2 | $186K | Sell |
971
-865
| -47% | -$166K | ﹤0.01% | 280 |
|
|
2017
Q1 | $301K | Hold |
1,836
| – | – | 0.01% | 230 |
|
|
2016
Q4 | $294K | Sell |
1,836
-285
| -13% | -$45.6K | 0.01% | 231 |
|
|
2016
Q3 | $297K | Sell |
2,121
-1,000
| -32% | -$140K | 0.01% | 227 |
|
|
2016
Q2 | $441K | Buy |
3,121
+2,960
| +1,839% | +$418K | 0.01% | 193 |
|
|
2016
Q1 | $21K | Hold |
161
| – | – | ﹤0.01% | 480 |
|
|
2015
Q4 | $19K | Hold |
161
| – | – | ﹤0.01% | 517 |
|
|
2015
Q3 | $20K | Hold |
161
| – | – | ﹤0.01% | 491 |
|
|
2015
Q2 | $20K | Hold |
161
| – | – | ﹤0.01% | 491 |
|
|
2015
Q1 | $19K | Hold |
161
| – | – | ﹤0.01% | 512 |
|
|
2014
Q4 | $16K | Hold |
161
| – | – | ﹤0.01% | 521 |
|
|
2014
Q3 | $14K | Sell |
161
-227
| -59% | -$19.7K | ﹤0.01% | 508 |
|
|
2014
Q2 | $32K | Hold |
388
| – | – | ﹤0.01% | 477 |
|
|
2014
Q1 | $32K | Buy |
+388
| New | +$32K | ﹤0.01% | 453 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$7K | – | 613 |
|
|
2013
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 507 |
|