LAM
Lynch Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
14,500
+3,050
| +27% | +$952K | 1.6% | 19 |
|
|
2025
Q1 | $6M | Hold |
11,450
| – | – | 2.69% | 11 |
|
|
2024
Q4 | $5.79M | Buy |
11,450
+50
| +0.4% | +$25.3K | 2.35% | 12 |
|
|
2024
Q3 | $6.67M | Hold |
11,400
| – | – | 2.8% | 10 |
|
|
2024
Q2 | $5.81M | Hold |
11,400
| – | – | 2.48% | 11 |
|
|
2024
Q1 | $5.64M | Buy |
11,400
+400
| +4% | +$198K | 2.65% | 11 |
|
|
2023
Q4 | $5.79M | Hold |
11,000
| – | – | 3.32% | 9 |
|
|
2023
Q3 | $5.55M | Sell |
11,000
-1,500
| -12% | -$756K | 3.65% | 7 |
|
|
2023
Q2 | $6.01M | Hold |
12,500
| – | – | 3.87% | 7 |
|
|
2023
Q1 | $5.91M | Buy |
12,500
+500
| +4% | +$236K | 4.24% | 6 |
|
|
2022
Q4 | $6.36M | Hold |
12,000
| – | – | 5.48% | 4 |
|
|
2022
Q3 | $6.06M | Hold |
12,000
| – | – | 5.44% | 4 |
|
|
2022
Q2 | $6.16M | Hold |
12,000
| – | – | 5.04% | 4 |
|
|
2022
Q1 | $6.12M | Hold |
12,000
| – | – | 4.37% | 6 |
|
|
2021
Q4 | $6.03M | Buy |
+12,000
| New | +$6.03M | 4.19% | 6 |
|