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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $964K | Buy |
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|
2025
Q4 | $1.05M | Buy |
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|
2025
Q3 | $987K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $555K | Sell |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $417K | Buy |
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