Legacy Capital Wealth Partners’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
$1.11M Buy
2025
Q1
$1.78M Sell
2024
Q4
$1.87M Sell
2024
Q3
$4.34M Buy
2024
Q2
$2.01M Buy
2024
Q1
Sell
2023
Q4
$1.93M Sell
2023
Q3
$1.88M Buy
2023
Q2
Sell
2023
Q1
$1.62M Buy
2021
Q2
Sell
2021
Q1
$212K Buy