LSPW
Lake Street Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
17,215
+12,131
| +239% | +$3.78M | 0.76% | 41 |
|
|
2025
Q1 | $2.66M | Buy |
5,084
+3,663
| +258% | +$1.92M | 0.43% | 64 |
|
|
2024
Q4 | $719K | Sell |
1,421
-190
| -12% | -$96.1K | 0.11% | 118 |
|
|
2024
Q3 | $942K | Sell |
1,611
-2,012
| -56% | -$1.18M | 0.15% | 114 |
|
|
2024
Q2 | $1.84M | Sell |
3,623
-71
| -2% | -$36.1K | 0.24% | 96 |
|
|
2024
Q1 | $1.83M | Sell |
3,694
-887
| -19% | -$439K | 0.25% | 97 |
|
|
2023
Q4 | $2.41M | Sell |
4,581
-563
| -11% | -$296K | 0.38% | 73 |
|
|
2023
Q3 | $2.62M | Buy |
5,144
+181
| +4% | +$92.3K | 0.47% | 61 |
|
|
2023
Q2 | $2.39M | Buy |
4,963
+2,515
| +103% | +$1.21M | 0.42% | 74 |
|
|
2023
Q1 | $1.16M | Sell |
2,448
-706
| -22% | -$334K | 0.22% | 116 |
|
|
2022
Q4 | $1.67M | Buy |
3,154
+191
| +6% | +$101K | 0.35% | 88 |
|
|
2022
Q3 | $1.5M | Buy |
2,963
+9
| +0.3% | +$4.55K | 0.34% | 86 |
|
|
2022
Q2 | $1.52M | Buy |
2,954
+94
| +3% | +$48.3K | 0.32% | 89 |
|
|
2022
Q1 | $1.46M | Buy |
2,860
+266
| +10% | +$136K | 0.26% | 99 |
|
|
2021
Q4 | $1.3M | Buy |
2,594
+1,264
| +95% | +$635K | 0.23% | 107 |
|
|
2021
Q3 | $520K | Buy |
1,330
+441
| +50% | +$172K | 0.13% | 142 |
|
|
2021
Q2 | $360K | Buy |
889
+250
| +39% | +$101K | 0.09% | 162 |
|
|
2021
Q1 | $238K | Buy |
639
+34
| +6% | +$12.7K | 0.07% | 188 |
|
|
2020
Q4 | $212K | Buy |
+605
| New | +$212K | 0.06% | 187 |
|