Lyell Wealth Management’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 | – | Sell |
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|
2025
Q1 | $608K | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $4.84M | Sell |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $3.75M | Buy |
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|
2023
Q4 | $3.34M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.54M | Sell |
|
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $194K | Hold |
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|
2021
Q2 | $199K | Buy |
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