Lumbard & Kellner’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Hold
2,000
0.27% 58
2025
Q1
$1.05M Hold
2,000
0.46% 51
2024
Q4
$1.01M Hold
2,000
0.43% 49
2024
Q3
$1.17M Hold
2,000
0.52% 45
2024
Q2
$1.02M Buy
+2,000
New +$1.02M 0.48% 46