LPWM LLC’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 | $718K | Sell |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $290K | Buy |
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