Legacy Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.97M | Sell |
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|
2024
Q4 | $6.29M | Sell |
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|
2024
Q3 | $7.29M | Buy |
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|
2024
Q2 | $5.89M | Sell |
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|
2024
Q1 | $5.98M | Sell |
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|
2023
Q4 | $7.76M | Sell |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $7.02M | Sell |
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|
2023
Q1 | $6.98M | Buy |
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|
2022
Q4 | $6.68M | Buy |
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|
2022
Q3 | $5.27M | Buy |
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|
2022
Q2 | $4.93M | Buy |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $222K | Sell |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $148K | Sell |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $57K | Sell |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $24K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $41K | Buy |
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