Lifeworks Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
|
|||||
|
2025
Q1 | $773K | Sell |
|
|||||
|
2024
Q4 | $751K | Buy |
|
|||||
|
2024
Q3 | $845K | Buy |
|
|||||
|
2024
Q2 | $607K | Buy |
|
|||||
|
2024
Q1 | $577K | Buy |
|
|||||
|
2023
Q4 | $568K | Buy |
|
|||||
|
2023
Q3 | $520K | Sell |
|
|||||
|
2023
Q2 | $510K | Sell |
|
|||||
|
2023
Q1 | $502K | Buy |
|
|||||
|
2022
Q4 | $515K | Sell |
|
|||||
|
2022
Q3 | $753K | Sell |
|
|||||
|
2022
Q2 | $807K | Buy |
|
|||||
|
2022
Q1 | $787K | Sell |
|
|||||
|
2021
Q4 | $963K | Buy |
|