LWA
Lineweaver Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
6,109
+1,100
| +22% | +$343K | 0.3% | 65 |
|
|
2025
Q1 | $2.63M | Sell |
5,009
-601
| -11% | -$316K | 0.45% | 45 |
|
|
2024
Q4 | $2.85M | Sell |
5,610
-1,981
| -26% | -$1M | 0.53% | 43 |
|
|
2024
Q3 | $4.44M | Buy |
7,591
+287
| +4% | +$168K | 0.85% | 25 |
|
|
2024
Q2 | $3.73M | Buy |
7,304
+574
| +9% | +$293K | 0.77% | 29 |
|
|
2024
Q1 | $3.34M | Buy |
6,730
+402
| +6% | +$199K | 0.79% | 28 |
|
|
2023
Q4 | $3.34M | Buy |
6,328
+205
| +3% | +$108K | 0.87% | 22 |
|
|
2023
Q3 | $3.09M | Buy |
6,123
+195
| +3% | +$98.5K | 0.9% | 22 |
|
|
2023
Q2 | $2.85M | Buy |
5,928
+87
| +1% | +$41.9K | 0.81% | 23 |
|
|
2023
Q1 | $2.76M | Buy |
5,841
+504
| +9% | +$239K | 0.85% | 22 |
|
|
2022
Q4 | $2.83M | Sell |
5,337
-331
| -6% | -$176K | 0.86% | 25 |
|
|
2022
Q3 | $2.86M | Sell |
5,668
-31
| -0.5% | -$15.7K | 0.93% | 24 |
|
|
2022
Q2 | $2.93M | Buy |
5,699
+186
| +3% | +$95.5K | 0.97% | 21 |
|
|
2022
Q1 | $2.81M | Buy |
5,513
+477
| +9% | +$243K | 0.8% | 26 |
|
|
2021
Q4 | $2.53M | Sell |
5,036
-13
| -0.3% | -$6.53K | 0.73% | 26 |
|
|
2021
Q3 | $1.97M | Buy |
5,049
+203
| +4% | +$79.3K | 0.6% | 31 |
|
|
2021
Q2 | $1.94M | Buy |
4,846
+322
| +7% | +$129K | 0.64% | 30 |
|
|
2021
Q1 | $1.68M | Buy |
4,524
+435
| +11% | +$162K | 0.6% | 31 |
|
|
2020
Q4 | $1.43M | Buy |
4,089
+649
| +19% | +$228K | 0.56% | 29 |
|
|
2020
Q3 | $1.07M | Buy |
3,440
+98
| +3% | +$30.5K | 0.48% | 30 |
|
|
2020
Q2 | $985K | Buy |
3,342
+42
| +1% | +$12.4K | 0.5% | 28 |
|
|
2020
Q1 | $811K | Buy |
3,300
+668
| +25% | +$164K | 0.51% | 29 |
|
|
2019
Q4 | $773K | Buy |
+2,632
| New | +$773K | 0.44% | 28 |
|