Legacy Trust’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
Sell
2025
Q1
$429K Sell
2024
Q4
$421K Sell
2024
Q3
$523K Buy
2024
Q2
$426K Sell
2024
Q1
$422K Hold
2023
Q4
$450K Buy
2023
Q3
$418K Hold
2023
Q2
$398K Sell
2023
Q1
$392K Buy
2022
Q4
$361K Buy