LeClair Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
1,107
-139
-11% -$43.4K 0.23% 66
2025
Q1
$653K Sell
1,246
-1,404
-53% -$735K 0.47% 45
2024
Q4
$1.34M Buy
+2,650
New +$1.34M 0.89% 27