Lountzis Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Hold |
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|
2025
Q1 | $4.56M | Sell |
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|
2024
Q4 | $5.58M | Sell |
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|
2024
Q3 | $6.69M | Buy |
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|
2024
Q2 | $5.83M | Sell |
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|
2024
Q1 | $5.69M | Hold |
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|
2023
Q4 | $6.05M | Sell |
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|
2023
Q3 | $5.83M | Hold |
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|
2023
Q2 | $5.91M | Sell |
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|
2023
Q1 | $5.9M | Buy |
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|
2022
Q4 | $5.54M | Buy |
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|
2022
Q3 | $5.88M | Sell |
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|
2022
Q2 | $6.12M | Sell |
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|
2022
Q1 | $6.17M | Sell |
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|
2021
Q4 | $6.08M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $4.87M | Sell |
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|
2021
Q1 | $4.63M | Sell |
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|
2020
Q4 | $4.38M | Sell |
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|
2020
Q3 | $3.91M | Sell |
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|
2020
Q2 | $3.71M | Buy |
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