Lion Street Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
2,187
+1,480
| +209% | +$462K | 0.21% | 109 |
|
|
2025
Q1 | $370K | Sell |
707
-15
| -2% | -$7.86K | 0.12% | 178 |
|
|
2024
Q4 | $365K | Sell |
722
-219
| -23% | -$111K | 0.12% | 177 |
|
|
2024
Q3 | $550K | Buy |
941
+15
| +2% | +$8.77K | 0.19% | 119 |
|
|
2024
Q2 | $472K | Buy |
926
+138
| +18% | +$70.3K | 0.17% | 130 |
|
|
2024
Q1 | $415K | Hold |
788
| – | – | 0.17% | 132 |
|
|
2023
Q4 | $415K | Sell |
788
-632
| -45% | -$333K | 0.17% | 132 |
|
|
2023
Q3 | $716K | Buy |
1,420
+833
| +142% | +$420K | 0.23% | 84 |
|
|
2023
Q2 | $270K | Sell |
587
-2
| -0.3% | -$921 | 0.09% | 184 |
|
|
2023
Q1 | $278K | Buy |
589
+133
| +29% | +$62.9K | 0.09% | 191 |
|
|
2022
Q4 | $210K | Buy |
456
+39
| +9% | +$18K | 0.11% | 148 |
|
|
2022
Q3 | $212K | Sell |
417
-39
| -9% | -$19.8K | 0.11% | 122 |
|
|
2022
Q2 | $211K | Sell |
456
-5
| -1% | -$2.31K | 0.11% | 148 |
|
|
2022
Q1 | $237K | Buy |
461
+3
| +0.7% | +$1.54K | 0.12% | 124 |
|
|
2021
Q4 | $233K | Buy |
+458
| New | +$233K | 0.11% | 139 |
|
|
2020
Q2 | – | Sell |
-126
| Closed | -$31K | – | 390 |
|
|
2020
Q1 | $31K | Buy |
+126
| New | +$31K | 0.17% | 73 |
|