Lakeshore Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
662
+2
| +0.3% | +$624 | 0.08% | 74 |
|
|
2025
Q1 | $346K | Hold |
660
| – | – | 0.14% | 44 |
|
|
2024
Q4 | $334K | Hold |
660
| – | – | 0.14% | 48 |
|
|
2024
Q3 | $386K | Buy |
660
+38
| +6% | +$22.2K | 0.17% | 42 |
|
|
2024
Q2 | $317K | Hold |
622
| – | – | 0.15% | 45 |
|
|
2024
Q1 | $308K | Hold |
622
| – | – | 0.16% | 44 |
|
|
2023
Q4 | $327K | Buy |
622
+1
| +0.2% | +$526 | 0.18% | 39 |
|
|
2023
Q3 | $313K | Buy |
+621
| New | +$313K | 0.18% | 42 |
|