LL
LPWM LLC’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
2,226
-382
| -15% | -$119K | 0.2% | 46 |
|
|
2025
Q1 | $1.37M | Buy |
2,608
+1,742
| +201% | +$912K | 0.44% | 30 |
|
|
2024
Q4 | $438K | Buy |
866
+387
| +81% | +$196K | 0.14% | 57 |
|
|
2024
Q3 | $284K | Hold |
479
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $234K | Sell |
479
-10
| -2% | -$4.89K | 0.08% | 69 |
|
|
2024
Q1 | $220K | Hold |
489
| – | – | 0.08% | 68 |
|
|
2023
Q4 | $263K | Hold |
489
| – | – | 0.1% | 58 |
|
|
2023
Q3 | $252K | Sell |
489
-135
| -22% | -$69.5K | 0.11% | 56 |
|
|
2023
Q2 | $298K | Hold |
624
| – | – | 0.13% | 50 |
|
|
2023
Q1 | $295K | Hold |
624
| – | – | 0.14% | 52 |
|
|
2022
Q4 | $303K | Sell |
624
-69
| -10% | -$33.5K | 0.16% | 49 |
|
|
2022
Q3 | $350K | Hold |
693
| – | – | 0.21% | 43 |
|
|
2022
Q2 | $359K | Hold |
693
| – | – | 0.2% | 42 |
|
|
2022
Q1 | $372K | Sell |
693
-10
| -1% | -$5.37K | 0.19% | 47 |
|
|
2021
Q4 | $353K | Hold |
703
| – | – | 0.19% | 48 |
|
|
2021
Q3 | $276K | Hold |
703
| – | – | 0.16% | 48 |
|
|
2021
Q2 | $290K | Buy |
+703
| New | +$290K | 0.17% | 49 |
|