MLA
My Legacy Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,474
-1,232
| -26% | -$369K | 0.37% | 80 |
|
|
2025
Q1 | $2.46M | Sell |
4,706
-106
| -2% | -$55.5K | 0.95% | 25 |
|
|
2024
Q4 | $2.61M | Buy |
4,812
+78
| +2% | +$42.4K | 1.02% | 23 |
|
|
2024
Q3 | $2.77M | Sell |
4,734
-676
| -12% | -$395K | 1.09% | 20 |
|
|
2024
Q2 | $2.76M | Sell |
5,410
-73
| -1% | -$37.2K | 0.88% | 24 |
|
|
2024
Q1 | $2.71M | Sell |
5,483
-648
| -11% | -$321K | 0.91% | 25 |
|
|
2023
Q4 | $3.31M | Buy |
6,131
+97
| +2% | +$52.3K | 1.2% | 15 |
|
|
2023
Q3 | $3.21M | Buy |
6,034
+238
| +4% | +$127K | 1.3% | 12 |
|
|
2023
Q2 | $2.6M | Buy |
5,796
+16
| +0.3% | +$7.16K | 1.02% | 19 |
|
|
2023
Q1 | $2.98M | Sell |
5,780
-67
| -1% | -$34.5K | 1.28% | 13 |
|
|
2022
Q4 | $2.76M | Buy |
5,847
+67
| +1% | +$31.6K | 1.18% | 13 |
|
|
2022
Q3 | $2.97M | Buy |
5,780
+259
| +5% | +$133K | 1.5% | 12 |
|
|
2022
Q2 | $2.85M | Buy |
5,521
+516
| +10% | +$267K | 1.43% | 10 |
|
|
2022
Q1 | $2.55M | Buy |
+5,005
| New | +$2.55M | 1.18% | 17 |
|