Lake Street Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.01M | Buy |
|
|||||
|
2025
Q2 | $5.37M | Buy |
|
|||||
|
2025
Q1 | $2.66M | Buy |
|
|||||
|
2024
Q4 | $719K | Sell |
|
|||||
|
2024
Q3 | $942K | Sell |
|
|||||
|
2024
Q2 | $1.84M | Sell |
|
|||||
|
2024
Q1 | $1.83M | Sell |
|
|||||
|
2023
Q4 | $2.41M | Sell |
|
|||||
|
2023
Q3 | $2.62M | Buy |
|
|||||
|
2023
Q2 | $2.39M | Buy |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.67M | Buy |
|
|||||
|
2022
Q3 | $1.5M | Buy |
|
|||||
|
2022
Q2 | $1.52M | Buy |
|
|||||
|
2022
Q1 | $1.46M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Buy |
|
|||||
|
2021
Q3 | $520K | Buy |
|
|||||
|
2021
Q2 | $360K | Buy |
|
|||||
|
2021
Q1 | $238K | Buy |
|
|||||
|
2020
Q4 | $212K | Buy |
|