CKW Financial Group’s UnitedHealth UNH Stock Holding History

CKW Financial Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$101K	–	256
2024 Q4	$101K	Hold	200	–	–	0.01%	92
2024 Q3	$117K	Hold	200	–	–	0.01%	80
2024 Q2	$99K	Hold	200	–	–	0.01%	92
2024 Q1	$98K	Buy	200 +25	+14%	+$12.3K	0.01%	97
2023 Q4	$92K	Hold	175	–	–	0.01%	95
2023 Q3	$88K	Hold	175	–	–	0.01%	92
2023 Q2	$84K	Hold	175	–	–	0.01%	94
2023 Q1	$83K	Hold	175	–	–	0.01%	77
2022 Q4	$93K	Sell	175 -25	-13%	-$13.3K	0.02%	68
2022 Q3	$101K	Hold	200	–	–	0.02%	73
2022 Q2	$103K	Sell	200 -25	-11%	-$12.9K	0.02%	73
2022 Q1	$115K	Buy	225 +50	+29%	+$25.6K	0.02%	77
2021 Q4	$90K	Sell	175 -25	-13%	-$12.9K	0.01%	88
2021 Q3	$78K	Hold	200	–	–	0.01%	95
2021 Q2	$81K	Hold	200	–	–	0.01%	94
2021 Q1	$74K	Sell	200 -25	-11%	-$9.25K	0.01%	86
2020 Q4	$79K	Sell	225 -150	-40%	-$52.7K	0.01%	85
2020 Q3	$117K	Hold	375	–	–	0.02%	55
2020 Q2	$112K	Sell	375 -50	-12%	-$14.9K	0.02%	50
2020 Q1	$101K	Buy	425 +75	+21%	+$17.8K	0.03%	51
2019 Q4	$103K	Hold	350	–	–	0.02%	67
2019 Q3	$76K	Hold	350	–	–	0.01%	71
2019 Q2	$85K	Buy	350 +50	+17%	+$12.1K	0.02%	72
2019 Q1	$74K	Hold	300	–	–	0.01%	82
2018 Q4	$75K	Hold	300	–	–	0.02%	72
2018 Q3	$81K	Sell	300 -100	-25%	-$27K	0.02%	75
2018 Q2	$98K	Hold	400	–	–	0.02%	61
2018 Q1	$87K	Sell	400 -100	-20%	-$21.8K	0.02%	63
2017 Q4	$110K	Hold	500	–	–	0.02%	55
2017 Q3	$98K	Hold	500	–	–	0.02%	63
2017 Q2	$93K	Hold	500	–	–	0.02%	68
2017 Q1	$82K	Hold	500	–	–	0.03%	71
2016 Q4	$80K	Sell	500 -200	-29%	-$32K	0.03%	71
2016 Q3	$98K	Buy	700 +100	+17%	+$14K	0.03%	60
2016 Q2	$85K	Hold	600	–	–	0.03%	65
2016 Q1	$77K	Hold	600	–	–	0.03%	61
2015 Q4	$71K	Hold	600	–	–	0.03%	66
2015 Q3	$70K	Sell	600 -200	-25%	-$23.3K	0.03%	60
2015 Q2	$98K	Hold	800	–	–	0.04%	63
2015 Q1	$94K	Hold	800	–	–	0.04%	64
2014 Q4	$81K	Hold	800	–	–	0.03%	72
2014 Q3	$69K	Hold	800	–	–	0.03%	78
2014 Q2	$66K	Buy	800 +300	+60%	+$24.8K	0.04%	78
2014 Q1	$41K	Sell	500 -253	-34%	-$20.7K	0.02%	128
2013 Q4	$57K	Buy	+753	New	+$57K	0.03%	88