LGWM
Litman Gregory Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Sell |
23,660
-3,904
| -14% | -$1.22M | 0.58% | 38 |
|
|
2025
Q1 | $14.4M | Buy |
27,564
+1,534
| +6% | +$803K | 1.24% | 22 |
|
|
2024
Q4 | $13.2M | Sell |
26,030
-61
| -0.2% | -$30.9K | 1.14% | 23 |
|
|
2024
Q3 | $15.3M | Sell |
26,091
-389
| -1% | -$227K | 1.28% | 22 |
|
|
2024
Q2 | $13.5M | Buy |
26,480
+2,116
| +9% | +$1.08M | 1.2% | 24 |
|
|
2024
Q1 | $12.1M | Buy |
24,364
+1,418
| +6% | +$701K | 1.09% | 24 |
|
|
2023
Q4 | $12.1M | Sell |
22,946
-220
| -0.9% | -$116K | 1.15% | 21 |
|
|
2023
Q3 | $11.7M | Buy |
+23,166
| New | +$11.7M | 1.21% | 20 |
|
|
2023
Q2 | – | Sell |
-869
| Closed | -$411K | – | 109 |
|
|
2023
Q1 | $411K | Buy |
+869
| New | +$411K | 0.15% | 25 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$86K | – | 163 |
|
|
2018
Q1 | $86K | Buy |
+400
| New | +$86K | 0.04% | 57 |
|