Lion Street Advisors’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 | $252K | Sell |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $716K | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31K | Buy |
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