LVM Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $857K | Sell |
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|
2025
Q1 | $1.45M | Hold |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.37M | Hold |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.51M | Hold |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.41M | Hold |
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|
2022
Q4 | $1.58M | Hold |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.5M | Hold |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.11M | Hold |
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|
2020
Q2 | $1.05M | Hold |
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|
2020
Q1 | $888K | Hold |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $796K | Sell |
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|
2019
Q2 | $914K | Hold |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $958K | Sell |
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|
2018
Q3 | $1.08M | Hold |
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|
2018
Q2 | $999K | Buy |
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|
2018
Q1 | $304K | Sell |
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|
2017
Q4 | $875K | Sell |
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|
2017
Q3 | $874K | Hold |
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|
2017
Q2 | $828K | Buy |
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|
2017
Q1 | $667K | Hold |
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|
2016
Q4 | $651K | Sell |
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|
2016
Q3 | $461K | Buy |
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|
2016
Q2 | $586K | Sell |
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|
2016
Q1 | $548K | Hold |
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|
2015
Q4 | $500K | Sell |
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|
2015
Q3 | $503K | Hold |
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|
2015
Q2 | $529K | Sell |
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|
2015
Q1 | $631K | Hold |
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|
2014
Q4 | $539K | Sell |
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|
2014
Q3 | $486K | Hold |
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|
2014
Q2 | $461K | Hold |
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|
2014
Q1 | $462K | Sell |
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|
2013
Q4 | $500K | Hold |
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|
2013
Q3 | $475K | Sell |
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|
2013
Q2 | $500K | Buy |
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