LFGO
Legacy Financial Group (Oklahoma)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-546
| Closed | -$286K | – | 93 |
|
|
2025
Q1 | $286K | Sell |
546
-13
| -2% | -$6.81K | 0.09% | 66 |
|
|
2024
Q4 | $283K | Sell |
559
-19
| -3% | -$9.61K | 0.09% | 70 |
|
|
2024
Q3 | $326K | Buy |
578
+128
| +28% | +$72.3K | 0.11% | 58 |
|
|
2024
Q2 | $229K | Sell |
450
-7
| -2% | -$3.57K | 0.09% | 64 |
|
|
2024
Q1 | $226K | Sell |
457
-2
| -0.4% | -$989 | 0.09% | 66 |
|
|
2023
Q4 | $242K | Sell |
459
-8
| -2% | -$4.21K | 0.11% | 63 |
|
|
2023
Q3 | $235K | Hold |
467
| – | – | 0.12% | 61 |
|
|
2023
Q2 | $224K | Buy |
467
+17
| +4% | +$8.17K | 0.11% | 66 |
|
|
2023
Q1 | $213K | Sell |
450
-1
| -0.2% | -$473 | 0.12% | 56 |
|
|
2022
Q4 | $239K | Buy |
+451
| New | +$239K | 0.15% | 51 |
|