Kaizen Financial Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $245K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $271K | Sell |
|
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|
2023
Q4 | $319K | Buy |
|
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $432K | Buy |
|
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $269K | Buy |
|