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
Q3 | $5.64M | Sell |
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|
2025
Q2 | $7.38M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $15.3M | Sell |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $12.1M | Sell |
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|
2023
Q3 | $11.7M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $411K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $86K | Buy |
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