LI
LVZ Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-568
| Closed | -$297K | – | 161 |
|
|
2025
Q1 | $297K | Hold |
568
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $287K | Hold |
568
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $332K | Hold |
568
| – | – | 0.04% | 103 |
|
|
2024
Q2 | $289K | Sell |
568
-50
| -8% | -$25.4K | 0.04% | 103 |
|
|
2024
Q1 | $305K | Sell |
618
-405
| -40% | -$200K | 0.04% | 100 |
|
|
2023
Q4 | $538K | Buy |
+1,023
| New | +$538K | 0.08% | 64 |
|
|
2023
Q3 | – | Sell |
-761
| Closed | -$366K | – | 147 |
|
|
2023
Q2 | $366K | Sell |
761
-1
| -0.1% | -$480 | 0.05% | 94 |
|
|
2023
Q1 | $360K | Hold |
762
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $404K | Hold |
762
| – | – | 0.06% | 83 |
|
|
2022
Q3 | $385K | Sell |
762
-34
| -4% | -$17.2K | 0.07% | 72 |
|
|
2022
Q2 | $409K | Buy |
796
+53
| +7% | +$27.2K | 0.07% | 67 |
|
|
2022
Q1 | $379K | Buy |
743
+2
| +0.3% | +$1.02K | 0.05% | 71 |
|
|
2021
Q4 | $372K | Buy |
741
+2
| +0.3% | +$1K | 0.05% | 71 |
|
|
2021
Q3 | $289K | Buy |
739
+2
| +0.3% | +$782 | 0.04% | 79 |
|
|
2021
Q2 | $295K | Buy |
737
+2
| +0.3% | +$801 | 0.04% | 76 |
|
|
2021
Q1 | $273K | Buy |
735
+2
| +0.3% | +$743 | 0.04% | 84 |
|
|
2020
Q4 | $257K | Buy |
733
+3
| +0.4% | +$1.05K | 0.04% | 83 |
|
|
2020
Q3 | $228K | Buy |
+730
| New | +$228K | 0.05% | 76 |
|
|
2020
Q1 | – | Sell |
-722
| Closed | -$212K | – | 92 |
|
|
2019
Q4 | $212K | Buy |
+722
| New | +$212K | 0.04% | 84 |
|
|
2019
Q2 | – | Sell |
-814
| Closed | -$201K | – | 77 |
|
|
2019
Q1 | $201K | Buy |
+814
| New | +$201K | 0.05% | 72 |
|
|
2018
Q4 | – | Sell |
-781
| Closed | -$213K | – | 79 |
|
|
2018
Q3 | $213K | Buy |
+781
| New | +$213K | 0.05% | 74 |
|