LWP
Lumature Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $595K | Buy |
1,238
+5
| +0.4% | +$2.4K | 0.35% | 63 |
|
|
2023
Q1 | $583K | Buy |
1,233
+443
| +56% | +$209K | 0.33% | 57 |
|
|
2022
Q4 | $419K | Sell |
790
-94
| -11% | -$49.9K | 0.23% | 82 |
|
|
2022
Q3 | $447K | Sell |
884
-61
| -6% | -$30.8K | 0.24% | 73 |
|
|
2022
Q2 | $485K | Buy |
945
+907
| +2,387% | +$465K | 0.22% | 75 |
|
|
2022
Q1 | $19K | Sell |
38
-6
| -14% | -$3K | 0.01% | 312 |
|
|
2021
Q4 | $22K | Sell |
44
-26
| -37% | -$13K | 0.01% | 289 |
|
|
2021
Q3 | $27K | Buy |
70
+15
| +27% | +$5.79K | 0.01% | 268 |
|
|
2021
Q2 | $22K | Sell |
55
-5
| -8% | -$2K | 0.01% | 261 |
|
|
2021
Q1 | $22K | Buy |
+60
| New | +$22K | 0.01% | 261 |
|