LWA
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Lifelong Wealth Advisors’s UnitedHealth UNH Stock Holding History

Lifelong Wealth Advisors’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
Q2 		$205K Buy
657
+88
+15% +$27.5K 0.07% 78
2025
Q1 		$298K Sell
569
-58
-9% -$30.4K 0.14% 51
2024
Q4 		$317K Buy
+627
New +$317K 0.14% 48