LRWM
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Lord & Richards Wealth Management’s UnitedHealth UNH Stock Holding History

Lord & Richards 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 		– Sell
-2,772
Closed -$1.45M – 158
2025
Q1 		$1.45M Buy
2,772
+1,754
+172% +$919K 1.65% 14
2024
Q4 		$515K Buy
+1,018
New +$515K 1.09% 34