LVW Advisors’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 | $615K | Buy |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $717K | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | $514K | Sell |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $414K | Buy |
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|
2018
Q3 | $306K | Sell |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $237K | Sell |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $255K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $285K | Sell |
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|
2015
Q3 | $322K | Buy |
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|
2015
Q2 | $297K | Sell |
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|
2015
Q1 | $304K | Sell |
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|
2014
Q4 | $290K | Buy |
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