LAS
LWM Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
751
+54
| +8% | +$16.8K | 0.16% | 86 |
|
|
2025
Q1 | $365K | Sell |
697
-55
| -7% | -$28.8K | 0.25% | 73 |
|
|
2024
Q4 | $380K | Sell |
752
-12
| -2% | -$6.06K | 0.26% | 69 |
|
|
2024
Q3 | $447K | Buy |
+764
| New | +$447K | 0.33% | 58 |
|
|
2024
Q2 | – | Sell |
-751
| Closed | -$372K | – | 93 |
|
|
2024
Q1 | $372K | Sell |
751
-30
| -4% | -$14.8K | 0.3% | 62 |
|
|
2023
Q4 | $411K | Buy |
781
+74
| +10% | +$39K | 0.36% | 53 |
|
|
2023
Q3 | $363K | Buy |
707
+10
| +1% | +$5.13K | 0.39% | 51 |
|
|
2023
Q2 | $324K | Sell |
697
-47
| -6% | -$21.8K | 0.34% | 55 |
|
|
2023
Q1 | $364K | Buy |
744
+30
| +4% | +$14.7K | 0.39% | 53 |
|
|
2022
Q4 | $353K | Sell |
714
-908
| -56% | -$449K | 0.39% | 52 |
|
|
2022
Q3 | $824K | Buy |
1,622
+151
| +10% | +$76.7K | 0.93% | 24 |
|
|
2022
Q2 | $751K | Sell |
1,471
-77
| -5% | -$39.3K | 0.9% | 23 |
|
|
2022
Q1 | $794K | Sell |
1,548
-123
| -7% | -$63.1K | 0.99% | 23 |
|
|
2021
Q4 | $839K | Buy |
+1,671
| New | +$839K | 1.04% | 21 |
|