Legacy Wealth Management (Mississippi)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
14,939
+6,515
| +77% | +$2.03M | 1.42% | 13 |
|
|
2025
Q1 | $4.41M | Buy |
8,424
+180
| +2% | +$94.3K | 1.44% | 17 |
|
|
2024
Q4 | $4.17M | Sell |
8,244
-247
| -3% | -$125K | 1.66% | 13 |
|
|
2024
Q3 | $4.96M | Sell |
8,491
-175
| -2% | -$102K | 1.82% | 12 |
|
|
2024
Q2 | $4.41M | Buy |
8,666
+2,181
| +34% | +$1.11M | 1.86% | 10 |
|
|
2024
Q1 | $3.21M | Hold |
6,485
| – | – | 1.45% | 17 |
|
|
2023
Q4 | $3.41M | Hold |
6,485
| – | – | 1.65% | 14 |
|
|
2023
Q3 | $3.27M | Sell |
6,485
-102
| -2% | -$51.4K | 1.7% | 14 |
|
|
2023
Q2 | $3.17M | Sell |
6,587
-17
| -0.3% | -$8.17K | 1.59% | 13 |
|
|
2023
Q1 | $3.12M | Hold |
6,604
| – | – | 1.72% | 12 |
|
|
2022
Q4 | $3.5M | Hold |
6,604
| – | – | 2.08% | 10 |
|
|
2022
Q3 | $3.34M | Sell |
6,604
-87
| -1% | -$43.9K | 2.25% | 9 |
|
|
2022
Q2 | $3.44M | Hold |
6,691
| – | – | 2.09% | 7 |
|
|
2022
Q1 | $3.41M | Buy |
6,691
+8
| +0.1% | +$4.08K | 1.78% | 8 |
|
|
2021
Q4 | $3.36M | Sell |
6,683
-103
| -2% | -$51.7K | 1.72% | 8 |
|
|
2021
Q3 | $2.65M | Hold |
6,786
| – | – | 1.42% | 13 |
|
|
2021
Q2 | $2.72M | Hold |
6,786
| – | – | 1.51% | 13 |
|
|
2021
Q1 | $2.52M | Sell |
6,786
-22
| -0.3% | -$8.19K | 1.53% | 10 |
|
|
2020
Q4 | $2.39M | Sell |
6,808
-11
| -0.2% | -$3.86K | 1.51% | 15 |
|
|
2020
Q3 | $2.13M | Buy |
6,819
+13
| +0.2% | +$4.05K | 1.47% | 13 |
|
|
2020
Q2 | $2.01M | Sell |
6,806
-174
| -2% | -$51.3K | 1.53% | 14 |
|
|
2020
Q1 | $1.74M | Buy |
6,980
+6,224
| +823% | +$1.55M | 1.62% | 11 |
|
|
2019
Q4 | $222K | Buy |
+756
| New | +$222K | 0.19% | 97 |
|