LM Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,255
+238
| +8% | +$74.2K | 0.13% | 83 |
|
|
2025
Q1 | $1.58M | Sell |
3,017
-1,936
| -39% | -$1.01M | 0.28% | 63 |
|
|
2024
Q4 | $2.51M | Buy |
4,953
+465
| +10% | +$235K | 0.45% | 42 |
|
|
2024
Q3 | $2.62M | Sell |
4,488
-415
| -8% | -$243K | 0.53% | 38 |
|
|
2024
Q2 | $2.5M | Buy |
4,903
+115
| +2% | +$58.6K | ﹤0.01% | 60 |
|
|
2024
Q1 | $2.37M | Buy |
4,788
+1,929
| +67% | +$954K | 0.38% | 53 |
|
|
2023
Q4 | $1.5M | Buy |
+2,859
| New | +$1.5M | 0.3% | 64 |
|