LC
Legacy CG’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,310
| Closed | -$4.74M | – | 62 |
|
|
2024
Q2 | $4.74M | Sell |
9,310
-274
| -3% | -$140K | 1.61% | 30 |
|
|
2024
Q1 | $4.74M | Buy |
9,584
+217
| +2% | +$107K | 1.72% | 28 |
|
|
2023
Q4 | $4.93M | Buy |
9,367
+452
| +5% | +$238K | 1.87% | 22 |
|
|
2023
Q3 | $4.49M | Buy |
8,915
+614
| +7% | +$310K | 2.09% | 12 |
|
|
2023
Q2 | $3.99M | Buy |
8,301
+527
| +7% | +$253K | 1.84% | 19 |
|
|
2023
Q1 | $3.67M | Buy |
7,774
+577
| +8% | +$273K | 1.86% | 16 |
|
|
2022
Q4 | $3.82M | Buy |
7,197
+53
| +0.7% | +$28.1K | 2.24% | 15 |
|
|
2022
Q3 | $3.61M | Buy |
7,144
+79
| +1% | +$39.9K | 2.38% | 13 |
|
|
2022
Q2 | $3.63M | Buy |
7,065
+74
| +1% | +$38K | 2.5% | 9 |
|
|
2022
Q1 | $3.57M | Buy |
+6,991
| New | +$3.57M | 2.32% | 15 |
|