Lifestyle Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-399
| Closed | -$209K | – | 145 |
|
|
2025
Q1 | $209K | Buy |
+399
| New | +$209K | 0.11% | 106 |
|
|
2024
Q4 | – | Sell |
-362
| Closed | -$212K | – | 120 |
|
|
2024
Q3 | $212K | Buy |
+362
| New | +$212K | 0.12% | 99 |
|
|
2024
Q2 | – | Sell |
-413
| Closed | -$204K | – | 113 |
|
|
2024
Q1 | $204K | Sell |
413
-36
| -8% | -$17.8K | 0.12% | 102 |
|
|
2023
Q4 | $236K | Sell |
449
-34
| -7% | -$17.9K | 0.13% | 71 |
|
|
2023
Q3 | $244K | Sell |
483
-4
| -0.8% | -$2.02K | 0.15% | 62 |
|
|
2023
Q2 | $234K | Sell |
487
-4
| -0.8% | -$1.92K | 0.14% | 67 |
|
|
2023
Q1 | $232K | Buy |
491
+28
| +6% | +$13.2K | 0.16% | 61 |
|
|
2022
Q4 | $245K | Buy |
+463
| New | +$245K | 0.2% | 54 |
|