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Quantellect · Congress · Trade Detail
NYSE: UNHUnitedHealth Group Incorporated
DemocratHouse

Zoe Lofgren sold UnitedHealth Group Incorporated (NYSE: UNH)

Zoe Lofgren (D-CA), a U.S. Representative, has disclosed 8 trades in UnitedHealth Group Incorporated (UNH) since 2017, 4 purchases and 4 sales, worth an estimated $64K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).

The trade highlighted here is a sale: Zoe Lofgren sold $1,001 - $15,000 of UnitedHealth Group Incorporated (NYSE: UNH) on May 25, 2023. Since that trade, UNH is down -6.61% against the S&P 500 up +82.82%, an outperformance of -89.43%.

Across these filings, Zoe Lofgren has been a balanced trader of UNH (a buy-to-sell ratio of 1.00). The most recent disclosed UNH transaction shown was dated May 26, 2023. Each row in the table below links to that trade and its post-trade performance versus the market.

Data updated

UNH trades
8
Disclosed Vol
$64K
Buys
4
50%
Sells
4
50%
Buy / Sell
1.00
ratio
First → Last
2017–2023

Zoe Lofgren's UNH trades vs the price

UNH is down -6.61% since Zoe Lofgren sold on May 25, 2023, versus +82.82% for the S&P 500.

Performance since this trade

Price change since trade
-6.61%
S&P 500 change since trade
+82.82%
Outperformance vs S&P 500
-89.43%

All Zoe Lofgren UNH trades

TradedTypeSizeReturnEst. profit
May 26, 2023SELL$453.96-7.35%
May 25, 2023SELL$450.36-6.61%
September 2, 2021BUY$390.36+7.74%-$59
August 9, 2021BUY$378.53+11.11%+$189
August 9, 2021BUY$378.53+11.11%+$189
March 23, 2020SELL$176.11+138.81%
September 11, 2019SELL$208.97+101.26%
June 15, 2017BUY$156.37+168.96%+$11K

Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.

Zoe Lofgren & UNH trading FAQ

Is it legal for Zoe Lofgren to trade UnitedHealth Group Incorporated (UNH) stock?

Yes. Members of Congress are allowed to trade individual stocks, including UnitedHealth Group Incorporated (UNH), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.

When did Zoe Lofgren sell UNH?

Zoe Lofgren disclosed a sale of $1,001 - $15,000 of UnitedHealth Group Incorporated (UNH) on May 25, 2023, according to public STOCK Act filings.

How has UNH performed since Zoe Lofgren's trade?

Since Zoe Lofgren sold UNH on May 25, 2023, the stock is down -6.61%, versus +82.82% for the S&P 500 over the same period, an outperformance of -89.43%.

How many times has Zoe Lofgren traded UNH?

Zoe Lofgren has disclosed 8 UNH trades since 2017 (4 purchases and 4 sales). Every disclosed trade is listed on this page.

How soon must members of Congress disclose a trade?

Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.

Where can I see all congressional UNH trades?

Quantellect tracks every disclosed congressional trade in UnitedHealth Group Incorporated (UNH) on the UnitedHealth Group Incorporated congressional trading page, which aggregates filings across all members of Congress.

Zoe Lofgren's UNH tradesAll congressional filings for UnitedHealth Group IncorporatedZoe Lofgren's full profile

Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.