Litman Gregory Wealth Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.07M	Sell	12,316 -4,027	-25%	-$1.36M	0.3%	50
2025 Q3	$5.64M	Sell	16,343 -7,317	-31%	-$2.21M	0.42%	46
2025 Q2	$7.38M	Sell	23,660 -3,904	-14%	-$1.49M	0.58%	38
2025 Q1	$14.4M	Buy	27,564 +1,534	+6%	+$784K	1.24%	22
2024 Q4	$13.2M	Sell	26,030 -61	-0.2%	-$34.7K	1.14%	23
2024 Q3	$15.3M	Sell	26,091 -389	-1%	-$220K	1.28%	22
2024 Q2	$13.5M	Buy	26,480 +2,116	+9%	+$1.04M	1.2%	24
2024 Q1	$12.1M	Buy	24,364 +1,418	+6%	+$721K	1.09%	24
2023 Q4	$12.1M	Sell	22,946 -220	-0.9%	-$117K	1.15%	21
2023 Q3	$11.7M	Buy	+23,166	New	+$11.4M	1.21%	20
2023 Q2	–	Sell	-869	Closed	-$411K	–	109
2023 Q1	$411K	Buy	+869	New	+$419K	0.15%	25
2018 Q2	–	Sell	-400	Closed	-$86K	–	163
2018 Q1	$86K	Buy	+400	New	+$91.4K	0.04%	57