LWM
Lakeridge Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-420
| Closed | -$220K | – | 156 |
|
|
2025
Q1 | $220K | Buy |
420
+23
| +6% | +$12K | 0.11% | 143 |
|
|
2024
Q4 | $201K | Buy |
397
+1
| +0.3% | +$506 | 0.1% | 148 |
|
|
2024
Q3 | $232K | Buy |
+396
| New | +$232K | 0.13% | 137 |
|
|
2024
Q2 | – | Sell |
-489
| Closed | -$242K | – | 148 |
|
|
2024
Q1 | $242K | Buy |
489
+6
| +1% | +$2.97K | 0.16% | 114 |
|
|
2023
Q4 | $254K | Buy |
+483
| New | +$254K | 0.18% | 101 |
|