LA
Legacy Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,397
| Closed | -$5.97M | – | 376 |
|
|
2025
Q1 | $5.97M | Sell |
11,397
-1,034
| -8% | -$542K | 0.61% | 28 |
|
|
2024
Q4 | $6.29M | Sell |
12,431
-34
| -0.3% | -$17.2K | 0.61% | 28 |
|
|
2024
Q3 | $7.29M | Buy |
12,465
+909
| +8% | +$531K | 0.79% | 24 |
|
|
2024
Q2 | $5.89M | Sell |
11,556
-527
| -4% | -$268K | 0.72% | 23 |
|
|
2024
Q1 | $5.98M | Sell |
12,083
-2,659
| -18% | -$1.32M | 0.76% | 21 |
|
|
2023
Q4 | $7.76M | Sell |
14,742
-925
| -6% | -$487K | 1% | 20 |
|
|
2023
Q3 | $7.9M | Buy |
15,667
+1,062
| +7% | +$535K | 1.27% | 13 |
|
|
2023
Q2 | $7.02M | Sell |
14,605
-169
| -1% | -$81.2K | 1.04% | 15 |
|
|
2023
Q1 | $6.98M | Buy |
14,774
+2,172
| +17% | +$1.03M | 1.29% | 13 |
|
|
2022
Q4 | $6.68M | Buy |
12,602
+2,164
| +21% | +$1.15M | 1.22% | 11 |
|
|
2022
Q3 | $5.27M | Buy |
10,438
+829
| +9% | +$419K | 1.16% | 11 |
|
|
2022
Q2 | $4.94M | Buy |
9,609
+371
| +4% | +$191K | 1.04% | 11 |
|
|
2022
Q1 | $4.71M | Buy |
9,238
+8,611
| +1,373% | +$4.39M | 0.91% | 15 |
|
|
2021
Q4 | $315K | Buy |
627
+49
| +8% | +$24.6K | 0.12% | 92 |
|
|
2021
Q3 | $226K | Buy |
578
+23
| +4% | +$8.99K | 0.09% | 115 |
|
|
2021
Q2 | $222K | Sell |
555
-51
| -8% | -$20.4K | 0.09% | 113 |
|
|
2021
Q1 | $225K | Hold |
606
| – | – | 0.1% | 109 |
|
|
2020
Q4 | $213K | Buy |
+606
| New | +$213K | 0.12% | 103 |
|
|
2020
Q1 | – | Sell |
-760
| Closed | -$223K | – | 132 |
|
|
2019
Q4 | $223K | Buy |
+760
| New | +$223K | 0.14% | 122 |
|
|
2019
Q3 | – | Sell |
-606
| Closed | -$148K | – | 315 |
|
|
2019
Q2 | $148K | Sell |
606
-1,420
| -70% | -$347K | 0.1% | 128 |
|
|
2019
Q1 | $500K | Buy |
2,026
+600
| +42% | +$148K | 0.16% | 105 |
|
|
2018
Q4 | $355K | Sell |
1,426
-4,582
| -76% | -$1.14M | 0.27% | 77 |
|
|
2018
Q3 | $1.6M | Buy |
6,008
+5,755
| +2,275% | +$1.53M | 0.79% | 37 |
|
|
2018
Q2 | $62K | Hold |
253
| – | – | 0.05% | 170 |
|
|
2018
Q1 | $57K | Sell |
253
-548
| -68% | -$123K | 0.04% | 152 |
|
|
2017
Q4 | $176K | Buy |
801
+677
| +546% | +$149K | 0.17% | 61 |
|
|
2017
Q3 | $24K | Buy |
+124
| New | +$24K | 0.03% | 151 |
|
|
2017
Q1 | – | Sell |
-262
| Closed | -$41K | – | 227 |
|
|
2016
Q4 | $41K | Buy |
+262
| New | +$41K | 0.06% | 107 |
|