Lifeworks 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 | $481K | Buy |
1,543
+67
| +5% | +$20.9K | 0.07% | 200 |
|
|
2025
Q1 | $773K | Sell |
1,476
-9
| -0.6% | -$4.71K | 0.13% | 145 |
|
|
2024
Q4 | $751K | Buy |
1,485
+39
| +3% | +$19.7K | 0.14% | 137 |
|
|
2024
Q3 | $845K | Buy |
1,446
+255
| +21% | +$149K | 0.17% | 129 |
|
|
2024
Q2 | $607K | Buy |
1,191
+24
| +2% | +$12.2K | 0.17% | 117 |
|
|
2024
Q1 | $577K | Buy |
1,167
+88
| +8% | +$43.5K | 0.16% | 119 |
|
|
2023
Q4 | $568K | Buy |
1,079
+48
| +5% | +$25.3K | 0.2% | 106 |
|
|
2023
Q3 | $520K | Sell |
1,031
-31
| -3% | -$15.6K | 0.2% | 118 |
|
|
2023
Q2 | $510K | Sell |
1,062
-1
| -0.1% | -$481 | 0.22% | 104 |
|
|
2023
Q1 | $502K | Buy |
1,063
+92
| +9% | +$43.5K | 0.24% | 103 |
|
|
2022
Q4 | $515K | Sell |
971
-385
| -28% | -$204K | 0.29% | 81 |
|
|
2022
Q3 | $753K | Sell |
1,356
-216
| -14% | -$120K | 0.43% | 82 |
|
|
2022
Q2 | $807K | Buy |
1,572
+29
| +2% | +$14.9K | 0.51% | 65 |
|
|
2022
Q1 | $787K | Sell |
1,543
-374
| -20% | -$191K | 0.52% | 67 |
|
|
2021
Q4 | $963K | Buy |
+1,917
| New | +$963K | 0.77% | 41 |
|