Leo Wealth LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
1,041
-161
| -13% | -$50.2K | 0.03% | 300 |
|
|
2025
Q1 | $630K | Sell |
1,202
-94
| -7% | -$49.2K | 0.09% | 158 |
|
|
2024
Q4 | $655K | Sell |
1,296
-371
| -22% | -$188K | 0.06% | 198 |
|
|
2024
Q3 | $975K | Sell |
1,667
-331
| -17% | -$194K | 0.09% | 157 |
|
|
2024
Q2 | $1M | Buy |
1,998
+886
| +80% | +$444K | 0.1% | 145 |
|
|
2024
Q1 | $549K | Buy |
1,112
+102
| +10% | +$50.3K | 0.06% | 202 |
|
|
2023
Q4 | $525K | Buy |
+1,010
| New | +$525K | 0.05% | 200 |
|