LRI Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
18,294
-454
| -2% | -$12.7K | 0.04% | 177 |
|
|
2025
Q1 | $1.09M | Buy |
18,748
+105
| +0.6% | +$6.08K | 0.1% | 96 |
|
|
2024
Q4 | $995K | Buy |
18,643
+85
| +0.5% | +$4.54K | 0.1% | 82 |
|
|
2024
Q3 | $1.11M | Buy |
18,558
+16,910
| +1,026% | +$1.01M | 0.11% | 79 |
|
|
2024
Q2 | $839K | Sell |
1,648
-71
| -4% | -$36.2K | 0.1% | 75 |
|
|
2024
Q1 | $850K | Buy |
+1,719
| New | +$850K | 0.21% | 53 |
|