MLL
Moody Lynn & Lieberson’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
2,623
-2,728
| -51% | -$851K | 0.05% | 133 |
|
|
2025
Q1 | $2.8M | Sell |
5,351
-1,075
| -17% | -$563K | 0.18% | 75 |
|
|
2024
Q4 | $3.25M | Sell |
6,426
-1,925
| -23% | -$974K | 0.2% | 65 |
|
|
2024
Q3 | $4.88M | Buy |
8,351
+358
| +4% | +$209K | 0.3% | 54 |
|
|
2024
Q2 | $4.07M | Sell |
7,993
-450
| -5% | -$229K | 0.27% | 56 |
|
|
2024
Q1 | $4.18M | Sell |
8,443
-636
| -7% | -$315K | 0.28% | 62 |
|
|
2023
Q4 | $4.78M | Buy |
9,079
+2
| +0% | +$1.05K | 0.36% | 51 |
|
|
2023
Q3 | $4.58M | Buy |
9,077
+22
| +0.2% | +$11.1K | 0.39% | 50 |
|
|
2023
Q2 | $4.35M | Buy |
9,055
+3
| +0% | +$1.44K | 0.35% | 55 |
|
|
2023
Q1 | $4.28M | Sell |
9,052
-123
| -1% | -$58.1K | 0.38% | 53 |
|
|
2022
Q4 | $4.86M | Sell |
9,175
-4,011
| -30% | -$2.13M | 0.45% | 48 |
|
|
2022
Q3 | $6.66M | Buy |
13,186
+3,955
| +43% | +$2M | 0.64% | 46 |
|
|
2022
Q2 | $4.74M | Buy |
9,231
+349
| +4% | +$179K | 0.43% | 51 |
|
|
2022
Q1 | $4.53M | Sell |
8,882
-14
| -0.2% | -$7.14K | 0.33% | 64 |
|
|
2021
Q4 | $4.47M | Sell |
8,896
-1
| -0% | -$502 | 0.3% | 63 |
|
|
2021
Q3 | $3.48M | Hold |
8,897
| – | – | 0.26% | 76 |
|
|
2021
Q2 | $3.56M | Sell |
8,897
-60
| -0.7% | -$24K | 0.27% | 75 |
|
|
2021
Q1 | $3.33M | Buy |
8,957
+83
| +0.9% | +$30.9K | 0.28% | 73 |
|
|
2020
Q4 | $3.11M | Hold |
8,874
| – | – | 0.27% | 78 |
|
|
2020
Q3 | $2.77M | Buy |
8,874
+68
| +0.8% | +$21.2K | 0.27% | 72 |
|
|
2020
Q2 | $2.6M | Buy |
8,806
+71
| +0.8% | +$20.9K | 0.28% | 68 |
|
|
2020
Q1 | $2.18K | Hold |
8,735
| – | – | 0.3% | 60 |
|
|
2019
Q4 | $2.57M | Buy |
8,735
+74
| +0.9% | +$21.8K | 0.25% | 87 |
|
|
2019
Q3 | $1.88M | Buy |
8,661
+70
| +0.8% | +$15.2K | 0.21% | 77 |
|
|
2019
Q2 | $2.1M | Sell |
8,591
-95
| -1% | -$23.2K | 0.23% | 79 |
|
|
2019
Q1 | $2.15M | Sell |
8,686
-85
| -1% | -$21K | 0.25% | 73 |
|
|
2018
Q4 | $2.19M | Sell |
8,771
-21
| -0.2% | -$5.23K | 0.29% | 65 |
|
|
2018
Q3 | $2.34M | Sell |
8,792
-45
| -0.5% | -$12K | 0.25% | 77 |
|
|
2018
Q2 | $2.17M | Buy |
8,837
+34
| +0.4% | +$8.34K | 0.26% | 74 |
|
|
2018
Q1 | $1.88M | Sell |
8,803
-58
| -0.7% | -$12.4K | 0.23% | 81 |
|
|
2017
Q4 | $2.1M | Buy |
8,861
+45
| +0.5% | +$10.6K | 0.22% | 79 |
|
|
2017
Q3 | $1.73M | Sell |
8,816
-121
| -1% | -$23.7K | 0.21% | 88 |
|
|
2017
Q2 | $1.66M | Buy |
8,937
+7,603
| +570% | +$1.41M | 0.22% | 79 |
|
|
2017
Q1 | $219K | Buy |
+1,334
| New | +$219K | 0.03% | 164 |
|