KFS
Kaizen Financial Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-525
| Closed | -$275K | – | 157 |
|
|
2025
Q1 | $275K | Buy |
525
+122
| +30% | +$63.9K | 0.16% | 110 |
|
|
2024
Q4 | $204K | Sell |
403
-16
| -4% | -$8.09K | 0.12% | 128 |
|
|
2024
Q3 | $245K | Buy |
+419
| New | +$245K | 0.14% | 119 |
|
|
2024
Q2 | – | Sell |
-549
| Closed | -$271K | – | 151 |
|
|
2024
Q1 | $271K | Sell |
549
-57
| -9% | -$28.2K | 0.18% | 93 |
|
|
2023
Q4 | $319K | Buy |
606
+3
| +0.5% | +$1.58K | 0.24% | 72 |
|
|
2023
Q3 | $304K | Sell |
603
-22
| -4% | -$11.1K | 0.26% | 64 |
|
|
2023
Q2 | $283K | Sell |
625
-289
| -32% | -$131K | 0.24% | 75 |
|
|
2023
Q1 | $432K | Buy |
914
+136
| +17% | +$64.2K | 0.43% | 45 |
|
|
2022
Q4 | $381K | Buy |
778
+246
| +46% | +$121K | 0.38% | 61 |
|
|
2022
Q3 | $269K | Buy |
+532
| New | +$269K | 0.27% | 84 |
|