Legacy Financial 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 | $1.02M | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $3.22M | Buy |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $903K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $431K | Sell |
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|
2019
Q2 | $485K | Sell |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $431K | Sell |
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|
2018
Q3 | $467K | Sell |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $403K | Buy |
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