Lewis Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $776K | Hold |
1,540
| – | – | 1.21% | 22 |
|
|
2023
Q2 | $740K | Hold |
1,540
| – | – | 1.06% | 26 |
|
|
2023
Q1 | $728K | Hold |
1,540
| – | – | 1.09% | 25 |
|
|
2022
Q4 | $816K | Hold |
1,540
| – | – | 1.25% | 22 |
|
|
2022
Q3 | $778K | Hold |
1,540
| – | – | 1.2% | 23 |
|
|
2022
Q2 | $791K | Hold |
1,540
| – | – | 1.13% | 24 |
|
|
2022
Q1 | $785K | Hold |
1,540
| – | – | 0.89% | 29 |
|
|
2021
Q4 | $773K | Buy |
+1,540
| New | +$773K | 0.81% | 29 |
|