Luther King Capital Management (LKCM)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.88M | Sell |
31,684
-86,080
| -73% | -$26.9M | 0.04% | 169 |
|
|
2025
Q1 | $61.7M | Sell |
117,764
-72,863
| -38% | -$38.2M | 0.28% | 81 |
|
|
2024
Q4 | $96.4M | Sell |
190,627
-2,978
| -2% | -$1.51M | 0.42% | 59 |
|
|
2024
Q3 | $113M | Buy |
193,605
+14,537
| +8% | +$8.5M | 0.49% | 57 |
|
|
2024
Q2 | $91.2M | Buy |
179,068
+9,477
| +6% | +$4.83M | 0.41% | 62 |
|
|
2024
Q1 | $83.9M | Buy |
169,591
+72,278
| +74% | +$35.8M | 0.38% | 67 |
|
|
2023
Q4 | $51.2M | Buy |
97,313
+57,170
| +142% | +$30.1M | 0.25% | 87 |
|
|
2023
Q3 | $20.2M | Buy |
40,143
+8,981
| +29% | +$4.53M | 0.11% | 120 |
|
|
2023
Q2 | $15M | Buy |
31,162
+18
| +0.1% | +$8.65K | 0.07% | 129 |
|
|
2023
Q1 | $14.7M | Buy |
31,144
+331
| +1% | +$156K | 0.08% | 127 |
|
|
2022
Q4 | $16.3M | Buy |
30,813
+599
| +2% | +$318K | 0.09% | 122 |
|
|
2022
Q3 | $15.3M | Buy |
30,214
+3,600
| +14% | +$1.82M | 0.09% | 123 |
|
|
2022
Q2 | $13.7M | Buy |
26,614
+10,723
| +67% | +$5.51M | 0.08% | 132 |
|
|
2022
Q1 | $8.1M | Buy |
15,891
+1,873
| +13% | +$955K | 0.04% | 158 |
|
|
2021
Q4 | $7.04M | Buy |
14,018
+570
| +4% | +$286K | 0.03% | 170 |
|
|
2021
Q3 | $5.26M | Sell |
13,448
-889
| -6% | -$347K | 0.03% | 203 |
|
|
2021
Q2 | $5.74M | Buy |
14,337
+294
| +2% | +$118K | 0.03% | 197 |
|
|
2021
Q1 | $5.23M | Sell |
14,043
-179
| -1% | -$66.6K | 0.03% | 191 |
|
|
2020
Q4 | $4.99M | Sell |
14,222
-449
| -3% | -$157K | 0.03% | 183 |
|
|
2020
Q3 | $4.57M | Buy |
14,671
+25
| +0.2% | +$7.79K | 0.03% | 177 |
|
|
2020
Q2 | $4.32M | Sell |
14,646
-43
| -0.3% | -$12.7K | 0.03% | 175 |
|
|
2020
Q1 | $3.66M | Sell |
14,689
-136
| -0.9% | -$33.9K | 0.03% | 177 |
|
|
2019
Q4 | $4.36M | Buy |
14,825
+2,165
| +17% | +$636K | 0.03% | 189 |
|
|
2019
Q3 | $2.75M | Buy |
12,660
+1,390
| +12% | +$302K | 0.02% | 236 |
|
|
2019
Q2 | $2.75M | Sell |
11,270
-564
| -5% | -$138K | 0.02% | 236 |
|
|
2019
Q1 | $2.93M | Sell |
11,834
-167
| -1% | -$41.3K | 0.02% | 228 |
|
|
2018
Q4 | $2.99M | Buy |
12,001
+796
| +7% | +$198K | 0.03% | 214 |
|
|
2018
Q3 | $2.98M | Sell |
11,205
-71
| -0.6% | -$18.9K | 0.02% | 248 |
|
|
2018
Q2 | $2.77M | Sell |
11,276
-230
| -2% | -$56.4K | 0.02% | 255 |
|
|
2018
Q1 | $2.46M | Sell |
11,506
-25,826
| -69% | -$5.53M | 0.02% | 263 |
|
|
2017
Q4 | $8.23M | Buy |
37,332
+24,965
| +202% | +$5.5M | 0.07% | 156 |
|
|
2017
Q3 | $2.42M | Sell |
12,367
-2,452
| -17% | -$480K | 0.02% | 269 |
|
|
2017
Q2 | $2.75M | Sell |
14,819
-469
| -3% | -$87K | 0.02% | 259 |
|
|
2017
Q1 | $2.51M | Sell |
15,288
-475
| -3% | -$77.9K | 0.02% | 272 |
|
|
2016
Q4 | $2.52M | Buy |
15,763
+37
| +0.2% | +$5.92K | 0.02% | 270 |
|
|
2016
Q3 | $2.2M | Buy |
15,726
+2,045
| +15% | +$286K | 0.02% | 282 |
|
|
2016
Q2 | $1.93M | Sell |
13,681
-1,650
| -11% | -$233K | 0.02% | 296 |
|
|
2016
Q1 | $1.98M | Sell |
15,331
-392
| -2% | -$50.5K | 0.02% | 292 |
|
|
2015
Q4 | $1.85M | Buy |
15,723
+2,978
| +23% | +$350K | 0.02% | 308 |
|
|
2015
Q3 | $1.48M | Sell |
12,745
-350
| -3% | -$40.6K | 0.01% | 322 |
|
|
2015
Q2 | $1.6M | Sell |
13,095
-975
| -7% | -$119K | 0.01% | 323 |
|
|
2015
Q1 | $1.66M | Sell |
14,070
-155
| -1% | -$18.3K | 0.01% | 318 |
|
|
2014
Q4 | $1.44M | Hold |
14,225
| – | – | 0.01% | 339 |
|
|
2014
Q3 | $1.23M | Sell |
14,225
-360
| -2% | -$31.1K | 0.01% | 356 |
|
|
2014
Q2 | $1.19M | Sell |
14,585
-4,319
| -23% | -$353K | 0.01% | 356 |
|
|
2014
Q1 | $1.55M | Sell |
18,904
-1,148
| -6% | -$94.1K | 0.01% | 339 |
|
|
2013
Q4 | $1.51M | Sell |
20,052
-7,915
| -28% | -$596K | 0.01% | 349 |
|
|
2013
Q3 | $2M | Buy |
27,967
+1,222
| +5% | +$87.5K | 0.02% | 340 |
|
|
2013
Q2 | $1.75M | Buy |
+26,745
| New | +$1.75M | 0.02% | 348 |
|