Legend Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
+51
| New | +$15.9K | 0.01% | 97 |
|
|
2025
Q1 | – | Sell |
-51
| Closed | -$25.8K | – | 236 |
|
|
2024
Q4 | $25.8K | Hold |
51
| – | – | 0.02% | 78 |
|
|
2024
Q3 | $29.8K | Sell |
51
-73
| -59% | -$42.7K | 0.02% | 65 |
|
|
2024
Q2 | $63.1K | Sell |
124
-10
| -7% | -$5.09K | 0.04% | 53 |
|
|
2024
Q1 | $66.3K | Buy |
134
+41
| +44% | +$20.3K | 0.05% | 50 |
|
|
2023
Q4 | $49K | Buy |
93
+20
| +27% | +$10.5K | 0.04% | 55 |
|
|
2023
Q3 | $36.8K | Sell |
73
-62
| -46% | -$31.3K | 0.03% | 72 |
|
|
2023
Q2 | $64.9K | Hold |
135
| – | – | 0.05% | 59 |
|
|
2023
Q1 | $63.8K | Sell |
135
-31
| -19% | -$14.7K | 0.05% | 58 |
|
|
2022
Q4 | $88K | Buy |
166
+93
| +127% | +$49.3K | 0.08% | 53 |
|
|
2022
Q3 | $36.9K | Buy |
+73
| New | +$36.9K | 0.03% | 72 |
|