LM
Lincluden Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
14,408
+6,084
| +73% | +$1.9M | 0.5% | 44 |
|
|
2025
Q1 | $4.36M | Sell |
8,324
-215
| -3% | -$113K | 0.55% | 41 |
|
|
2024
Q4 | $4.32M | Sell |
8,539
-41
| -0.5% | -$20.7K | 0.52% | 39 |
|
|
2024
Q3 | $5.02M | Buy |
8,580
+106
| +1% | +$62K | 0.55% | 39 |
|
|
2024
Q2 | $4.32M | Buy |
8,474
+2,376
| +39% | +$1.21M | 0.52% | 40 |
|
|
2024
Q1 | $3.02M | Buy |
6,098
+2,026
| +50% | +$1M | 0.36% | 54 |
|
|
2023
Q4 | $2.14M | Sell |
4,072
-49
| -1% | -$25.8K | 0.26% | 66 |
|
|
2023
Q3 | $2.08M | Sell |
4,121
-5
| -0.1% | -$2.52K | 0.25% | 63 |
|
|
2023
Q2 | $1.98M | Buy |
+4,126
| New | +$1.98M | 0.23% | 63 |
|