LS Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
1,410
+85
| +6% | +$26.5K | 0.06% | 113 |
|
|
2025
Q1 | $694K | Sell |
1,325
-350
| -21% | -$183K | 0.11% | 93 |
|
|
2024
Q4 | $847K | Buy |
1,675
+15
| +0.9% | +$7.59K | 0.12% | 87 |
|
|
2024
Q3 | $971K | Sell |
1,660
-825
| -33% | -$482K | 0.14% | 81 |
|
|
2024
Q2 | $1.27M | Sell |
2,485
-1,295
| -34% | -$659K | 0.2% | 75 |
|
|
2024
Q1 | $1.87M | Buy |
3,780
+454
| +14% | +$225K | 0.3% | 60 |
|
|
2023
Q4 | $1.75M | Buy |
3,326
+75
| +2% | +$39.5K | 0.3% | 59 |
|
|
2023
Q3 | $1.64M | Sell |
3,251
-5
| -0.2% | -$2.52K | 0.31% | 57 |
|
|
2023
Q2 | $1.56M | Buy |
3,256
+113
| +4% | +$54.3K | 0.27% | 60 |
|
|
2023
Q1 | $1.49M | Buy |
3,143
+682
| +28% | +$322K | 0.28% | 64 |
|
|
2022
Q4 | $1.3M | Buy |
2,461
+956
| +64% | +$507K | 0.25% | 60 |
|
|
2022
Q3 | $760K | Hold |
1,505
| – | – | 0.15% | 71 |
|
|
2022
Q2 | $778K | Buy |
1,505
+400
| +36% | +$207K | 0.15% | 73 |
|
|
2022
Q1 | $564K | Sell |
1,105
-1,134
| -51% | -$579K | 0.09% | 89 |
|
|
2021
Q4 | $1.12M | Hold |
2,239
| – | – | 0.17% | 69 |
|
|
2021
Q3 | $875K | Hold |
2,239
| – | – | 0.11% | 80 |
|
|
2021
Q2 | $897K | Sell |
2,239
-18,279
| -89% | -$7.32M | 0.11% | 82 |
|
|
2021
Q1 | $7.63M | Sell |
20,518
-1,126
| -5% | -$419K | 0.43% | 58 |
|
|
2020
Q4 | $7.59M | Sell |
21,644
-1,033
| -5% | -$362K | 0.4% | 58 |
|
|
2020
Q3 | $7.07M | Buy |
22,677
+1,495
| +7% | +$466K | 0.4% | 59 |
|
|
2020
Q2 | $6.25M | Buy |
21,182
+120
| +0.6% | +$35.4K | 0.39% | 58 |
|
|
2020
Q1 | $5.25M | Sell |
21,062
-1,880
| -8% | -$469K | 0.38% | 65 |
|
|
2019
Q4 | $6.74M | Buy |
22,942
+95
| +0.4% | +$27.9K | 0.36% | 65 |
|
|
2019
Q3 | $4.97M | Buy |
22,847
+2,594
| +13% | +$564K | 0.29% | 83 |
|
|
2019
Q2 | $4.94M | Sell |
20,253
-1,086
| -5% | -$265K | 0.3% | 78 |
|
|
2019
Q1 | $5.28M | Sell |
21,339
-13,582
| -39% | -$3.36M | 0.33% | 71 |
|
|
2018
Q4 | $8.7M | Buy |
34,921
+9,784
| +39% | +$2.44M | 0.61% | 41 |
|
|
2018
Q3 | $6.69M | Sell |
25,137
-694
| -3% | -$185K | 0.38% | 58 |
|
|
2018
Q2 | $6.34M | Sell |
25,831
-280
| -1% | -$68.7K | 0.38% | 57 |
|
|
2018
Q1 | $5.59M | Sell |
26,111
-4,731
| -15% | -$1.01M | 0.33% | 61 |
|
|
2017
Q4 | $6.8M | Sell |
30,842
-844
| -3% | -$186K | 0.4% | 55 |
|
|
2017
Q3 | $6.21M | Buy |
31,686
+514
| +2% | +$101K | 0.37% | 55 |
|
|
2017
Q2 | $5.78M | Buy |
31,172
+10
| +0% | +$1.85K | 0.35% | 59 |
|
|
2017
Q1 | $5.11M | Buy |
31,162
+8,211
| +36% | +$1.35M | 0.33% | 64 |
|
|
2016
Q4 | $3.67M | Sell |
22,951
-4,408
| -16% | -$705K | 0.26% | 80 |
|
|
2016
Q3 | $3.83M | Sell |
27,359
-1,593
| -6% | -$223K | 0.28% | 73 |
|
|
2016
Q2 | $4.09M | Buy |
28,952
+362
| +1% | +$51.1K | 0.28% | 81 |
|
|
2016
Q1 | $3.69M | Buy |
28,590
+1,740
| +6% | +$224K | 0.27% | 78 |
|
|
2015
Q4 | $3.16M | Sell |
26,850
-634
| -2% | -$74.6K | 0.24% | 85 |
|
|
2015
Q3 | $3.19M | Buy |
27,484
+628
| +2% | +$72.8K | 0.26% | 81 |
|
|
2015
Q2 | $3.28M | Buy |
26,856
+157
| +0.6% | +$19.2K | 0.24% | 87 |
|
|
2015
Q1 | $3.16M | Buy |
26,699
+2,107
| +9% | +$249K | 0.24% | 88 |
|
|
2014
Q4 | $2.49M | Sell |
24,592
-1,327
| -5% | -$134K | 0.2% | 113 |
|
|
2014
Q3 | $2.24M | Buy |
25,919
+823
| +3% | +$71K | 0.19% | 119 |
|
|
2014
Q2 | $2.05M | Sell |
25,096
-824
| -3% | -$67.4K | 0.17% | 124 |
|
|
2014
Q1 | $2.13M | Buy |
25,920
+15,916
| +159% | +$1.3M | 0.17% | 121 |
|
|
2013
Q4 | $753K | Sell |
10,004
-147,867
| -94% | -$11.1M | 0.07% | 199 |
|
|
2013
Q3 | $11.3M | Sell |
157,871
-5,981
| -4% | -$428K | 1.36% | 24 |
|
|
2013
Q2 | $10.7M | Buy |
+163,852
| New | +$10.7M | 1.38% | 26 |
|