Legacy Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-820
| Closed | -$429K | – | 160 |
|
|
2025
Q1 | $429K | Sell |
820
-12
| -1% | -$6.29K | 0.1% | 116 |
|
|
2024
Q4 | $421K | Sell |
832
-63
| -7% | -$31.9K | 0.1% | 114 |
|
|
2024
Q3 | $523K | Buy |
895
+59
| +7% | +$34.5K | 0.12% | 106 |
|
|
2024
Q2 | $426K | Sell |
836
-18
| -2% | -$9.17K | 0.11% | 108 |
|
|
2024
Q1 | $422K | Hold |
854
| – | – | 0.11% | 114 |
|
|
2023
Q4 | $450K | Buy |
854
+25
| +3% | +$13.2K | 0.12% | 109 |
|
|
2023
Q3 | $418K | Hold |
829
| – | – | 0.12% | 108 |
|
|
2023
Q2 | $398K | Sell |
829
-1
| -0.1% | -$481 | 0.11% | 113 |
|
|
2023
Q1 | $392K | Buy |
830
+150
| +22% | +$70.9K | 0.12% | 111 |
|
|
2022
Q4 | $361K | Buy |
+680
| New | +$361K | 0.11% | 113 |
|