LAM
Lountzis Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Hold |
10,849
| – | – | 1.19% | 18 |
|
|
2025
Q1 | $4.56M | Sell |
10,849
-182
| -2% | -$76.4K | 1.72% | 15 |
|
|
2024
Q4 | $5.58M | Sell |
11,031
-414
| -4% | -$209K | 2.36% | 13 |
|
|
2024
Q3 | $6.69M | Buy |
11,445
+5
| +0% | +$2.92K | 2.78% | 11 |
|
|
2024
Q2 | $5.83M | Sell |
11,440
-55
| -0.5% | -$28K | 2.72% | 12 |
|
|
2024
Q1 | $5.69M | Hold |
11,495
| – | – | 2.69% | 13 |
|
|
2023
Q4 | $6.05M | Sell |
11,495
-79
| -0.7% | -$41.6K | 3.3% | 12 |
|
|
2023
Q3 | $5.84M | Hold |
11,574
| – | – | 3.26% | 13 |
|
|
2023
Q2 | $5.91M | Sell |
11,574
-902
| -7% | -$461K | 3.26% | 13 |
|
|
2023
Q1 | $5.9M | Buy |
12,476
+819
| +7% | +$387K | 3.49% | 10 |
|
|
2022
Q4 | $5.54M | Buy |
11,657
+15
| +0.1% | +$7.13K | 3.33% | 12 |
|
|
2022
Q3 | $5.88M | Sell |
11,642
-278
| -2% | -$140K | 3.99% | 9 |
|
|
2022
Q2 | $6.12M | Sell |
11,920
-177
| -1% | -$90.9K | 4.1% | 9 |
|
|
2022
Q1 | $6.17M | Sell |
12,097
-11
| -0.1% | -$5.61K | 3.42% | 10 |
|
|
2021
Q4 | $6.08M | Sell |
12,108
-38
| -0.3% | -$19.1K | 3.47% | 10 |
|
|
2021
Q3 | $4.75M | Sell |
12,146
-21
| -0.2% | -$8.21K | 2.96% | 12 |
|
|
2021
Q2 | $4.87M | Sell |
12,167
-270
| -2% | -$108K | 2.97% | 12 |
|
|
2021
Q1 | $4.63M | Sell |
12,437
-64
| -0.5% | -$23.8K | 3.08% | 10 |
|
|
2020
Q4 | $4.38M | Sell |
12,501
-30
| -0.2% | -$10.5K | 3.22% | 9 |
|
|
2020
Q3 | $3.91M | Sell |
12,531
-50
| -0.4% | -$15.6K | 3.36% | 10 |
|
|
2020
Q2 | $3.71M | Buy |
+12,581
| New | +$3.71M | 3.52% | 9 |
|