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Legacy Wealth Management (Tennessee)’s UnitedHealth UNH Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-497
Closed -$251K – 45
2024
Q4 		$251K Sell
497
-53
-10% -$26.8K 0.02% 39
2024
Q3 		$322K Buy
+550
New +$322K 0.02% 37