Lowe Brockenbrough & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Sell |
20,898
-1,941
| -8% | -$606K | 0.37% | 73 |
|
|
2025
Q1 | $12M | Sell |
22,839
-354
| -2% | -$185K | 0.79% | 39 |
|
|
2024
Q4 | $11.7M | Buy |
23,193
+195
| +0.8% | +$98.6K | 0.75% | 41 |
|
|
2024
Q3 | $13.4M | Sell |
22,998
-3,512
| -13% | -$2.05M | 0.86% | 34 |
|
|
2024
Q2 | $13.5M | Sell |
26,510
-3,909
| -13% | -$1.99M | 0.9% | 36 |
|
|
2024
Q1 | $15M | Buy |
30,419
+3,018
| +11% | +$1.49M | 1.02% | 31 |
|
|
2023
Q4 | $14.4M | Sell |
27,401
-3,031
| -10% | -$1.6M | 1.12% | 21 |
|
|
2023
Q3 | $15.3M | Sell |
30,432
-272
| -0.9% | -$137K | 1.19% | 23 |
|
|
2023
Q2 | $14.8M | Buy |
30,704
+292
| +1% | +$140K | 1.11% | 28 |
|
|
2023
Q1 | $14.4M | Buy |
30,412
+92
| +0.3% | +$43.5K | 1.16% | 24 |
|
|
2022
Q4 | $16.1M | Buy |
30,320
+436
| +1% | +$231K | 1.4% | 17 |
|
|
2022
Q3 | $15.1M | Sell |
29,884
-1,697
| -5% | -$857K | 1.45% | 16 |
|
|
2022
Q2 | $16.2M | Sell |
31,581
-874
| -3% | -$449K | 1.42% | 17 |
|
|
2022
Q1 | $16.6M | Sell |
32,455
-669
| -2% | -$341K | 1.22% | 21 |
|
|
2021
Q4 | $16.6M | Buy |
33,124
+1,077
| +3% | +$541K | 1.21% | 21 |
|
|
2021
Q3 | $12.5M | Sell |
32,047
-642
| -2% | -$251K | 0.97% | 34 |
|
|
2021
Q2 | $13.1M | Buy |
32,689
+552
| +2% | +$221K | 1.18% | 22 |
|
|
2021
Q1 | $12M | Buy |
32,137
+573
| +2% | +$213K | 1.16% | 25 |
|
|
2020
Q4 | $11.1M | Buy |
31,564
+385
| +1% | +$135K | 1.2% | 21 |
|
|
2020
Q3 | $9.72M | Sell |
31,179
-450
| -1% | -$140K | 1.21% | 19 |
|
|
2020
Q2 | $9.33M | Buy |
31,629
+149
| +0.5% | +$43.9K | 1.25% | 21 |
|
|
2020
Q1 | $7.85M | Sell |
31,480
-1,094
| -3% | -$273K | 1.29% | 18 |
|
|
2019
Q4 | $9.58M | Buy |
32,574
+83
| +0.3% | +$24.4K | 1.19% | 19 |
|
|
2019
Q3 | $7.06M | Sell |
32,491
-275
| -0.8% | -$59.8K | 0.95% | 36 |
|
|
2019
Q2 | $8M | Sell |
32,766
-7,136
| -18% | -$1.74M | 1.09% | 26 |
|
|
2019
Q1 | $9.87M | Buy |
39,902
+132
| +0.3% | +$32.6K | 1.38% | 18 |
|
|
2018
Q4 | $9.91M | Buy |
39,770
+188
| +0.5% | +$46.8K | 1.62% | 16 |
|
|
2018
Q3 | $10.5M | Sell |
39,582
-505
| -1% | -$134K | 1.47% | 15 |
|
|
2018
Q2 | $9.84M | Sell |
40,087
-290
| -0.7% | -$71.1K | 1.45% | 16 |
|
|
2018
Q1 | $8.64M | Sell |
40,377
-970
| -2% | -$208K | 1.28% | 23 |
|
|
2017
Q4 | $9.12M | Sell |
41,347
-530
| -1% | -$117K | 1.31% | 22 |
|
|
2017
Q3 | $8.2M | Sell |
41,877
-1,655
| -4% | -$324K | 1.26% | 24 |
|
|
2017
Q2 | $8.07M | Sell |
43,532
-322
| -0.7% | -$59.7K | 1.27% | 25 |
|
|
2017
Q1 | $7.19M | Sell |
43,854
-40
| -0.1% | -$6.56K | 1.15% | 27 |
|
|
2016
Q4 | $7.03M | Buy |
43,894
+1,050
| +2% | +$168K | 1.18% | 27 |
|
|
2016
Q3 | $6M | Sell |
42,844
-383
| -0.9% | -$53.6K | 1.03% | 31 |
|
|
2016
Q2 | $6.1M | Sell |
43,227
-47
| -0.1% | -$6.64K | 1.06% | 33 |
|
|
2016
Q1 | $5.58M | Buy |
43,274
+2,815
| +7% | +$363K | 0.96% | 39 |
|
|
2015
Q4 | $4.76M | Sell |
40,459
-95
| -0.2% | -$11.2K | 0.81% | 48 |
|
|
2015
Q3 | $4.71M | Sell |
40,554
-726
| -2% | -$84.2K | 0.82% | 50 |
|
|
2015
Q2 | $5.04M | Sell |
41,280
-1,020
| -2% | -$124K | 0.81% | 49 |
|
|
2015
Q1 | $5M | Sell |
42,300
-908
| -2% | -$107K | 0.79% | 50 |
|
|
2014
Q4 | $4.37M | Sell |
43,208
-630
| -1% | -$63.7K | 0.69% | 53 |
|
|
2014
Q3 | $3.78M | Sell |
43,838
-18,462
| -30% | -$1.59M | 0.6% | 61 |
|
|
2014
Q2 | $5.09M | Sell |
62,300
-1,215
| -2% | -$99.3K | 0.81% | 52 |
|
|
2014
Q1 | $5.21M | Sell |
63,515
-1,865
| -3% | -$153K | 0.87% | 47 |
|
|
2013
Q4 | $4.92M | Sell |
65,380
-4,520
| -6% | -$340K | 0.81% | 52 |
|
|
2013
Q3 | $5.01M | Sell |
69,900
-1,070
| -2% | -$76.6K | 0.91% | 47 |
|
|
2013
Q2 | $4.65M | Buy |
+70,970
| New | +$4.65M | 0.86% | 48 |
|