LPAM
Lodestar Private Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-484
| Closed | -$254K | – | 228 |
|
|
2025
Q1 | $254K | Hold |
484
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $245K | Sell |
484
-61
| -11% | -$30.9K | 0.03% | 198 |
|
|
2024
Q3 | $319K | Buy |
545
+3
| +0.6% | +$1.75K | 0.04% | 170 |
|
|
2024
Q2 | $276K | Sell |
542
-49
| -8% | -$25K | 0.04% | 184 |
|
|
2024
Q1 | $292K | Sell |
591
-131
| -18% | -$64.8K | 0.04% | 176 |
|
|
2023
Q4 | $380K | Hold |
722
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $364K | Sell |
722
-23
| -3% | -$11.6K | 0.06% | 138 |
|
|
2023
Q2 | $358K | Buy |
745
+26
| +4% | +$12.5K | 0.06% | 147 |
|
|
2023
Q1 | $340K | Sell |
719
-1
| -0.1% | -$473 | 0.06% | 149 |
|
|
2022
Q4 | $382K | Buy |
+720
| New | +$382K | 0.07% | 138 |
|