Lewis 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 | $643K | Buy |
2,060
+692
| +51% | +$216K | 0.3% | 84 |
|
|
2025
Q1 | $717K | Buy |
1,368
+50
| +4% | +$26.2K | 0.59% | 46 |
|
|
2024
Q4 | $666K | Buy |
1,318
+142
| +12% | +$71.8K | 0.51% | 49 |
|
|
2024
Q3 | $687K | Buy |
1,176
+64
| +6% | +$37.4K | 0.5% | 52 |
|
|
2024
Q2 | $566K | Sell |
1,112
-207
| -16% | -$105K | 0.43% | 53 |
|
|
2024
Q1 | $652K | Sell |
1,319
-308
| -19% | -$152K | 0.54% | 44 |
|
|
2023
Q4 | $857K | Buy |
+1,627
| New | +$857K | 0.79% | 30 |
|