BKM Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,726
+1,296
| +29% | +$404K | 0.7% | 47 |
|
|
2025
Q1 | $2.32M | Sell |
4,430
-1,497
| -25% | -$784K | 0.96% | 31 |
|
|
2024
Q4 | $3M | Buy |
5,927
+454
| +8% | +$230K | 1.23% | 19 |
|
|
2024
Q3 | $3.2M | Buy |
5,473
+512
| +10% | +$299K | 1.3% | 19 |
|
|
2024
Q2 | $2.53M | Sell |
4,961
-196
| -4% | -$99.8K | 1.21% | 19 |
|
|
2024
Q1 | $2.55M | Buy |
5,157
+1,328
| +35% | +$657K | 1.1% | 21 |
|
|
2023
Q4 | $2.02M | Buy |
+3,829
| New | +$2.02M | 0.86% | 25 |
|