Lakewood Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-537
| Closed | -$281K | – | 103 |
|
|
2025
Q1 | $281K | Sell |
537
-28
| -5% | -$14.7K | 0.19% | 77 |
|
|
2024
Q4 | $286K | Buy |
565
+2
| +0.4% | +$1.01K | 0.2% | 92 |
|
|
2024
Q3 | $329K | Buy |
563
+1
| +0.2% | +$585 | 0.22% | 86 |
|
|
2024
Q2 | $286K | Buy |
562
+2
| +0.4% | +$1.02K | 0.2% | 91 |
|
|
2024
Q1 | $277K | Buy |
560
+1
| +0.2% | +$495 | 0.19% | 93 |
|
|
2023
Q4 | $294K | Buy |
559
+2
| +0.4% | +$1.05K | 0.23% | 79 |
|
|
2023
Q3 | $281K | Buy |
557
+1
| +0.2% | +$504 | 0.23% | 90 |
|
|
2023
Q2 | $267K | Buy |
556
+2
| +0.4% | +$961 | 0.21% | 92 |
|
|
2023
Q1 | $262K | Buy |
554
+1
| +0.2% | +$473 | 0.22% | 91 |
|
|
2022
Q4 | $293K | Buy |
+553
| New | +$293K | 0.24% | 83 |
|