LWM
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LJI Wealth Management’s UnitedHealth UNH Stock Holding History

LJI Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$647K Buy
2,075
+1,340
+182% +$418K 0.11% 72
2025
Q1 		$385K Buy
735
+277
+60% +$145K 0.08% 109
2024
Q4 		$232K Buy
+458
New +$232K 0.05% 158