LRIA
UNH icon

Leonard Rickey Investment Advisors’s UnitedHealth UNH Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-486
Closed -$285K – 114
2025
Q1 		$285K Sell
486
-10
-2% -$5.87K 0.06% 82
2024
Q4 		$251K Buy
496
+37
+8% +$18.7K 0.06% 93
2024
Q3 		$269K Buy
+459
New +$269K 0.06% 87