Luts & Greenleigh Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
747
-96
| -11% | -$29.9K | 0.22% | 74 |
|
|
2025
Q1 | $442K | Sell |
843
-6
| -0.7% | -$3.14K | 0.44% | 46 |
|
|
2024
Q4 | $430K | Sell |
849
-51
| -6% | -$25.8K | 0.42% | 46 |
|
|
2024
Q3 | $526K | Buy |
900
+98
| +12% | +$57.3K | 0.51% | 42 |
|
|
2024
Q2 | $408K | Buy |
+802
| New | +$408K | 0.42% | 45 |
|
|
2023
Q4 | $395K | Sell |
750
-40
| -5% | -$21K | 0.5% | 41 |
|
|
2023
Q3 | $399K | Sell |
790
-213
| -21% | -$107K | 0.49% | 39 |
|
|
2023
Q2 | $482K | Sell |
1,003
-172
| -15% | -$82.7K | 0.59% | 36 |
|
|
2023
Q1 | $555K | Buy |
1,175
+72
| +7% | +$34K | 0.7% | 30 |
|
|
2022
Q4 | $585K | Buy |
+1,103
| New | +$585K | 0.74% | 26 |
|