Lynx Investment Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
779
-94
-11% -$29.3K 0.16% 135
2025
Q1
$457K Sell
873
-7
-0.8% -$3.67K 0.3% 73
2024
Q4
$445K Hold
880
0.3% 79
2024
Q3
$514K Buy
880
+59
+7% +$34.5K 0.37% 64
2024
Q2
$418K Buy
+821
New +$418K 0.31% 66