LBWM
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 |
|