Red Lighthouse Investment 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
Q4
Sell
2025
Q3
$256K Buy
2025
Q2
$228K Sell
2025
Q1
$376K Sell
2024
Q4
$385K Buy
2024
Q3
$445K Hold
2024
Q2
$388K Hold
2024
Q1
$376K Buy
2023
Q4
$399K Sell
2023
Q3
$382K Buy
2023
Q2
$347K Hold
2023
Q1
$341K Hold
2022
Q4
$383K Buy