LA
LVW Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,450
-87
| -6% | -$27.2K | 0.05% | 198 |
|
|
2025
Q1 | $805K | Sell |
1,537
-522
| -25% | -$273K | 0.1% | 124 |
|
|
2024
Q4 | $1.04M | Sell |
2,059
-901
| -30% | -$456K | 0.13% | 108 |
|
|
2024
Q3 | $1.73M | Buy |
2,960
+498
| +20% | +$291K | 0.22% | 70 |
|
|
2024
Q2 | $1.25M | Buy |
2,462
+367
| +18% | +$187K | 0.18% | 83 |
|
|
2024
Q1 | $1.04M | Buy |
2,095
+75
| +4% | +$37.1K | 0.18% | 88 |
|
|
2023
Q4 | $1.06M | Buy |
2,020
+251
| +14% | +$132K | 0.2% | 80 |
|
|
2023
Q3 | $892K | Buy |
1,769
+278
| +19% | +$140K | 0.18% | 79 |
|
|
2023
Q2 | $717K | Sell |
1,491
-877
| -37% | -$422K | 0.14% | 98 |
|
|
2023
Q1 | $1.12M | Sell |
2,368
-63
| -3% | -$29.8K | 0.22% | 81 |
|
|
2022
Q4 | $1.29M | Buy |
2,431
+18
| +0.7% | +$9.54K | 0.26% | 78 |
|
|
2022
Q3 | $1.22M | Sell |
2,413
-37
| -2% | -$18.7K | 0.27% | 73 |
|
|
2022
Q2 | $1.26M | Buy |
2,450
+109
| +5% | +$56K | 0.26% | 73 |
|
|
2022
Q1 | $1.19M | Buy |
2,341
+57
| +2% | +$29.1K | 0.2% | 76 |
|
|
2021
Q4 | $1.15M | Buy |
2,284
+338
| +17% | +$170K | 0.2% | 85 |
|
|
2021
Q3 | $760K | Buy |
1,946
+383
| +25% | +$150K | 0.13% | 116 |
|
|
2021
Q2 | $626K | Buy |
1,563
+182
| +13% | +$72.9K | 0.11% | 130 |
|
|
2021
Q1 | $514K | Sell |
1,381
-237
| -15% | -$88.2K | 0.1% | 144 |
|
|
2020
Q4 | $567K | Sell |
1,618
-56
| -3% | -$19.6K | 0.11% | 107 |
|
|
2020
Q3 | $522K | Buy |
1,674
+291
| +21% | +$90.7K | 0.12% | 100 |
|
|
2020
Q2 | $408K | Sell |
1,383
-39
| -3% | -$11.5K | 0.1% | 108 |
|
|
2020
Q1 | $355K | Buy |
1,422
+41
| +3% | +$10.2K | 0.09% | 106 |
|
|
2019
Q4 | $406K | Sell |
1,381
-38
| -3% | -$11.2K | 0.09% | 116 |
|
|
2019
Q3 | $308K | Sell |
1,419
-151
| -10% | -$32.8K | 0.08% | 130 |
|
|
2019
Q2 | $383K | Buy |
1,570
+92
| +6% | +$22.4K | 0.11% | 104 |
|
|
2019
Q1 | $365K | Sell |
1,478
-183
| -11% | -$45.2K | 0.1% | 128 |
|
|
2018
Q4 | $414K | Buy |
1,661
+511
| +44% | +$127K | 0.14% | 91 |
|
|
2018
Q3 | $306K | Sell |
1,150
-5
| -0.4% | -$1.33K | 0.09% | 130 |
|
|
2018
Q2 | $283K | Sell |
1,155
-12
| -1% | -$2.94K | 0.09% | 122 |
|
|
2018
Q1 | $250K | Buy |
1,167
+108
| +10% | +$23.1K | 0.08% | 127 |
|
|
2017
Q4 | $233K | Hold |
1,059
| – | – | 0.07% | 131 |
|
|
2017
Q3 | $207K | Sell |
1,059
-217
| -17% | -$42.4K | 0.08% | 138 |
|
|
2017
Q2 | $237K | Sell |
1,276
-107
| -8% | -$19.9K | 0.08% | 115 |
|
|
2017
Q1 | $227K | Sell |
1,383
-211
| -13% | -$34.6K | 0.08% | 116 |
|
|
2016
Q4 | $255K | Buy |
1,594
+136
| +9% | +$21.8K | 0.09% | 126 |
|
|
2016
Q3 | $204K | Buy |
+1,458
| New | +$204K | 0.07% | 136 |
|
|
2016
Q2 | – | Sell |
-2,113
| Closed | -$272K | – | 148 |
|
|
2016
Q1 | $272K | Sell |
2,113
-311
| -13% | -$40K | 0.09% | 121 |
|
|
2015
Q4 | $285K | Sell |
2,424
-350
| -13% | -$41.2K | 0.11% | 117 |
|
|
2015
Q3 | $322K | Buy |
2,774
+337
| +14% | +$39.1K | 0.15% | 99 |
|
|
2015
Q2 | $297K | Sell |
2,437
-133
| -5% | -$16.2K | 0.13% | 112 |
|
|
2015
Q1 | $304K | Sell |
2,570
-296
| -10% | -$35K | 0.14% | 118 |
|
|
2014
Q4 | $290K | Buy |
+2,866
| New | +$290K | 0.16% | 118 |
|