Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- Latest filing
- Jan 24, 2024
UNH holding history
UnitedHealth Group Inc in every 13F filed by Ledge Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q4 2023 holdings
- Shares (Q4 2023)
- 4,371
- Value
- $2.30M
- % of portfolio
- 0.9%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 4,371 | $2.30M | 0.9% | −117−2.6% | Reduced | Holders |
| Q3 2023 | 4,488 | $2.26M | 1.0% | +533+13.5% | Added | Holders |
| Q2 2023 | 3,955 | $1.90M | 0.9% | −877−18.1% | Reduced | Holders |
| Q1 2023 | 4,832 | $2.28M | 1.1% | +382+8.6% | Added | Holders |
| Q4 2022 | 4,450 | $2.36M | 1.1% | +937+26.7% | Added | Holders |
| Q3 2022 | 3,513 | $1.77M | 1.1% | +210+6.4% | Added | Holders |
| Q2 2022 | 3,303 | $1.70M | 1.0% | −699−17.5% | Reduced | Holders |
| Q1 2022 | 4,002 | $2.04M | 1.3% | – | No prior filing | Holders |