Carnegie Lake Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.63M Sell
24,466
-179
-0.7% -$55.8K 3.02% 5
2025
Q1
$12.9M Sell
24,645
-1,201
-5% -$629K 5.24% 2
2024
Q4
$13.1M Hold
25,846
5.28% 3
2024
Q3
$15.1M Buy
+25,846
New +$15.1M 5.98% 1