LWM Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $839K | Buy |
|