LBWM
UNH icon

Left Brain Wealth Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.08M Buy
9,874
+5,954
+152% +$1.86M 1.09% 34
2025
Q1
$2.05M Sell
3,920
-163
-4% -$85.4K 0.9% 36
2024
Q4
$2.07M Sell
4,083
-136
-3% -$68.8K 0.78% 39
2024
Q3
$2.47M Buy
4,219
+42
+1% +$24.6K 1.15% 31
2024
Q2
$2.13M Buy
4,177
+67
+2% +$34.1K 0.99% 34
2024
Q1
$2.03M Sell
4,110
-275
-6% -$136K 0.98% 34
2023
Q4
$2.31M Buy
4,385
+536
+14% +$282K 1.33% 30
2023
Q3
$1.94M Sell
3,849
-4,385
-53% -$2.21M 1.21% 30
2023
Q2
$3.96M Sell
8,234
-178
-2% -$85.6K 2.41% 12
2023
Q1
$4.14M Buy
8,412
+45
+0.5% +$22.1K 2.82% 10
2022
Q4
$4.44M Buy
+8,367
New +$4.44M 3.32% 11