LGA
Lebenthal Global Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,336
| Closed | -$700K | – | 202 |
|
|
2025
Q1 | $700K | Buy |
+1,336
| New | +$700K | 0.13% | 103 |
|
|
2022
Q2 | – | Sell |
-1,090
| Closed | -$555K | – | 150 |
|
|
2022
Q1 | $555K | Sell |
1,090
-44
| -4% | -$22.4K | 0.24% | 75 |
|
|
2021
Q4 | $569K | Sell |
1,134
-55
| -5% | -$27.6K | 0.23% | 62 |
|
|
2021
Q3 | $464K | Buy |
1,189
+1
| +0.1% | +$390 | 0.29% | 63 |
|
|
2021
Q2 | $475K | Buy |
1,188
+24
| +2% | +$9.6K | 0.26% | 74 |
|
|
2021
Q1 | $433K | Sell |
1,164
-26
| -2% | -$9.67K | 0.27% | 64 |
|
|
2020
Q4 | $417K | Buy |
+1,190
| New | +$417K | 0.3% | 42 |
|