Lake Point Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$50K Hold
2021
Q3
$39K Hold
2021
Q2
$40K Buy
2020
Q1
$12K Buy
2019
Q2
$7K Hold
2019
Q1
$7K Sell
2018
Q4
$283K Buy