LGT 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
$7.23K Buy
+23
New +$7.23K 0.02% 246
2025
Q1
Sell
-125
Closed -$63.2K 703
2024
Q4
$63.2K Buy
+125
New +$63.2K 0.14% 132