LFS
Legacy Financial Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-552
| Closed | -$289K | – | 130 |
|
|
2025
Q1 | $289K | Sell |
552
-35
| -6% | -$18.3K | 0.06% | 93 |
|
|
2024
Q4 | $296K | Sell |
587
-20
| -3% | -$10.1K | 0.06% | 91 |
|
|
2024
Q3 | $355K | Buy |
607
+26
| +4% | +$15.2K | 0.08% | 80 |
|
|
2024
Q2 | $284K | Buy |
581
+22
| +4% | +$10.8K | 0.07% | 77 |
|
|
2024
Q1 | $277K | Buy |
+559
| New | +$277K | 0.07% | 73 |
|