Lake Street Advisors Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.18M | Sell |
12,223
-174
| -1% | -$88K | 0.28% | 58 |
|
|
2024
Q3 | $7.25M | Buy |
12,397
+225
| +2% | +$132K | 0.33% | 50 |
|
|
2024
Q2 | $6.2M | Buy |
12,172
+31
| +0.3% | +$15.8K | 0.3% | 56 |
|
|
2024
Q1 | $6.01M | Sell |
12,141
-207
| -2% | -$102K | 0.28% | 58 |
|
|
2023
Q4 | $6.5M | Buy |
12,348
+176
| +1% | +$92.7K | 0.33% | 51 |
|
|
2023
Q3 | $6.14M | Buy |
12,172
+53
| +0.4% | +$26.7K | 0.36% | 47 |
|
|
2023
Q2 | $5.83M | Sell |
12,119
-38
| -0.3% | -$18.3K | 0.32% | 49 |
|
|
2023
Q1 | $5.75M | Buy |
12,157
+227
| +2% | +$107K | 0.36% | 46 |
|
|
2022
Q4 | $6.33M | Sell |
11,930
-308
| -3% | -$163K | 0.42% | 43 |
|
|
2022
Q3 | $6.18M | Buy |
12,238
+920
| +8% | +$465K | 0.45% | 40 |
|
|
2022
Q2 | $5.81M | Buy |
11,318
+107
| +1% | +$55K | 0.41% | 41 |
|
|
2022
Q1 | $5.72M | Buy |
11,211
+696
| +7% | +$355K | 0.36% | 43 |
|
|
2021
Q4 | $5.28M | Buy |
+10,515
| New | +$5.28M | 0.33% | 46 |
|
|
2021
Q3 | – | Sell |
-6,606
| Closed | -$2.68M | – | 410 |
|
|
2021
Q2 | $2.68M | Buy |
6,606
+14
| +0.2% | +$5.68K | 0.2% | 58 |
|
|
2021
Q1 | $2.45M | Buy |
6,592
+159
| +2% | +$59.2K | 0.2% | 54 |
|
|
2020
Q4 | $2.26M | Buy |
6,433
+76
| +1% | +$26.7K | 0.19% | 55 |
|
|
2020
Q3 | $1.98M | Buy |
6,357
+301
| +5% | +$93.8K | 0.19% | 54 |
|
|
2020
Q2 | $1.79M | Buy |
6,056
+472
| +8% | +$139K | 0.18% | 53 |
|
|
2020
Q1 | $1.39M | Sell |
5,584
-127
| -2% | -$31.7K | 0.17% | 55 |
|
|
2019
Q4 | $1.68M | Buy |
5,711
+317
| +6% | +$93.2K | 0.17% | 47 |
|
|
2019
Q3 | $1M | Sell |
5,394
-91
| -2% | -$16.9K | 0.11% | 61 |
|
|
2019
Q2 | $1.34M | Buy |
5,485
+371
| +7% | +$90.5K | 0.14% | 49 |
|
|
2019
Q1 | $1.26M | Buy |
5,114
+946
| +23% | +$234K | 0.13% | 52 |
|
|
2018
Q4 | $1.04M | Buy |
4,168
+226
| +6% | +$56.3K | 0.13% | 50 |
|
|
2018
Q3 | $1.05M | Sell |
3,942
-2,311
| -37% | -$615K | 0.12% | 52 |
|
|
2018
Q2 | $1.53M | Sell |
6,253
-256
| -4% | -$62.8K | 0.15% | 47 |
|
|
2018
Q1 | $1.39M | Sell |
6,509
-764
| -11% | -$164K | 0.16% | 47 |
|
|
2017
Q4 | $1.6M | Buy |
+7,273
| New | +$1.6M | 0.18% | 39 |
|