LFASL
Lugano Financial Advisors SA (LFA)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
+80
| New | +$25K | 0.01% | 173 |
|
|
2025
Q1 | – | Sell |
-57
| Closed | -$28.8K | – | 205 |
|
|
2024
Q4 | $28.8K | Hold |
57
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $33.3K | Buy |
+57
| New | +$33.3K | 0.02% | 156 |
|
|
2024
Q1 | – | Sell |
-67
| Closed | -$35.3K | – | 185 |
|
|
2023
Q4 | $35.3K | Buy |
67
+40
| +148% | +$21.1K | 0.03% | 119 |
|
|
2023
Q3 | $13.6K | Buy |
+27
| New | +$13.6K | 0.01% | 142 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$6K | – | 116 |
|
|
2020
Q3 | $6K | Hold |
20
| – | – | 0.01% | 108 |
|
|
2020
Q2 | $6K | Hold |
20
| – | – | 0.01% | 110 |
|
|
2020
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 122 |
|
|
2019
Q4 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 132 |
|
|
2019
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 140 |
|
|
2019
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 133 |
|