Lebenthal Global Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$700K Buy
2022
Q2
Sell
2022
Q1
$555K Sell
2021
Q4
$569K Sell
2021
Q3
$464K Buy
2021
Q2
$475K Buy
2021
Q1
$433K Sell
2020
Q4
$417K Buy