LAM
Lummis Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Hold |
46
| – | – | 0.01% | 110 |
|
|
2025
Q1 | $24.1K | Hold |
46
| – | – | 0.02% | 97 |
|
|
2024
Q4 | $23.3K | Hold |
46
| – | – | 0.03% | 71 |
|
|
2024
Q3 | $26.9K | Hold |
46
| – | – | 0.03% | 73 |
|
|
2024
Q2 | $23.4K | Hold |
46
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $22.8K | Hold |
46
| – | – | 0.03% | 74 |
|
|
2023
Q4 | $24.2K | Buy |
+46
| New | +$24.2K | 0.02% | 100 |
|