LVM Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Sell |
2,747
-11
| -0.4% | -$3.43K | 0.09% | 83 |
|
|
2025
Q1 | $1.45M | Hold |
2,758
| – | – | 0.16% | 64 |
|
|
2024
Q4 | $1.4M | Buy |
2,758
+59
| +2% | +$29.8K | 0.15% | 64 |
|
|
2024
Q3 | $1.37M | Hold |
2,699
| – | – | 0.16% | 63 |
|
|
2024
Q2 | $1.37M | Hold |
2,699
| – | – | 0.16% | 63 |
|
|
2024
Q1 | $1.34M | Sell |
2,699
-162
| -6% | -$80.1K | 0.16% | 61 |
|
|
2023
Q4 | $1.51M | Hold |
2,861
| – | – | 0.19% | 59 |
|
|
2023
Q3 | $1.44M | Sell |
2,861
-25
| -0.9% | -$12.6K | 0.2% | 59 |
|
|
2023
Q2 | $1.39M | Sell |
2,886
-100
| -3% | -$48.1K | 0.19% | 61 |
|
|
2023
Q1 | $1.41M | Hold |
2,986
| – | – | 0.2% | 59 |
|
|
2022
Q4 | $1.58M | Hold |
2,986
| – | – | 0.23% | 58 |
|
|
2022
Q3 | $1.51M | Buy |
2,986
+69
| +2% | +$34.8K | 0.23% | 57 |
|
|
2022
Q2 | $1.5M | Hold |
2,917
| – | – | 0.22% | 58 |
|
|
2022
Q1 | $1.49M | Sell |
2,917
-100
| -3% | -$51K | 0.2% | 62 |
|
|
2021
Q4 | $1.52M | Sell |
3,017
-30
| -1% | -$15.1K | 0.2% | 59 |
|
|
2021
Q3 | $1.19M | Buy |
3,047
+42
| +1% | +$16.4K | 0.18% | 63 |
|
|
2021
Q2 | $1.2M | Sell |
3,005
-32
| -1% | -$12.8K | 0.18% | 61 |
|
|
2021
Q1 | $1.13M | Sell |
3,037
-500
| -14% | -$186K | 0.18% | 61 |
|
|
2020
Q4 | $1.24M | Sell |
3,537
-23
| -0.6% | -$8.06K | 0.21% | 55 |
|
|
2020
Q3 | $1.11M | Hold |
3,560
| – | – | 0.22% | 50 |
|
|
2020
Q2 | $1.05M | Hold |
3,560
| – | – | 0.22% | 51 |
|
|
2020
Q1 | $888K | Hold |
3,560
| – | – | 0.22% | 47 |
|
|
2019
Q4 | $1.05M | Sell |
3,560
-104
| -3% | -$30.6K | 0.21% | 49 |
|
|
2019
Q3 | $796K | Sell |
3,664
-80
| -2% | -$17.4K | 0.17% | 53 |
|
|
2019
Q2 | $914K | Hold |
3,744
| – | – | 0.21% | 51 |
|
|
2019
Q1 | $926K | Sell |
3,744
-100
| -3% | -$24.7K | 0.21% | 51 |
|
|
2018
Q4 | $958K | Sell |
3,844
-229
| -6% | -$57.1K | 0.25% | 49 |
|
|
2018
Q3 | $1.08M | Hold |
4,073
| – | – | 0.25% | 51 |
|
|
2018
Q2 | $999K | Buy |
4,073
+2,652
| +187% | +$650K | 0.24% | 52 |
|
|
2018
Q1 | $304K | Sell |
1,421
-2,547
| -64% | -$545K | 0.07% | 89 |
|
|
2017
Q4 | $875K | Sell |
3,968
-497
| -11% | -$110K | 0.2% | 53 |
|
|
2017
Q3 | $874K | Hold |
4,465
| – | – | 0.21% | 51 |
|
|
2017
Q2 | $828K | Buy |
4,465
+400
| +10% | +$74.2K | 0.21% | 52 |
|
|
2017
Q1 | $667K | Hold |
4,065
| – | – | 0.17% | 56 |
|
|
2016
Q4 | $651K | Sell |
4,065
-1,569
| -28% | -$251K | 0.18% | 56 |
|
|
2016
Q3 | $461K | Buy |
5,634
+1,485
| +36% | +$122K | 0.15% | 69 |
|
|
2016
Q2 | $586K | Sell |
4,149
-100
| -2% | -$14.1K | 0.17% | 58 |
|
|
2016
Q1 | $548K | Hold |
4,249
| – | – | 0.17% | 56 |
|
|
2015
Q4 | $500K | Sell |
4,249
-90
| -2% | -$10.6K | 0.18% | 60 |
|
|
2015
Q3 | $503K | Hold |
4,339
| – | – | 0.18% | 61 |
|
|
2015
Q2 | $529K | Sell |
4,339
-995
| -19% | -$121K | 0.18% | 63 |
|
|
2015
Q1 | $631K | Hold |
5,334
| – | – | 0.21% | 58 |
|
|
2014
Q4 | $539K | Sell |
5,334
-300
| -5% | -$30.3K | 0.18% | 65 |
|
|
2014
Q3 | $486K | Hold |
5,634
| – | – | 0.16% | 67 |
|
|
2014
Q2 | $461K | Hold |
5,634
| – | – | 0.15% | 69 |
|
|
2014
Q1 | $462K | Sell |
5,634
-1,000
| -15% | -$82K | 0.16% | 65 |
|
|
2013
Q4 | $500K | Hold |
6,634
| – | – | 0.18% | 64 |
|
|
2013
Q3 | $475K | Sell |
6,634
-1,000
| -13% | -$71.6K | 0.18% | 63 |
|
|
2013
Q2 | $500K | Buy |
+7,634
| New | +$500K | 0.2% | 61 |
|