Kathmere Capital 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 | $1.45M | Sell |
4,638
-100
| -2% | -$31.2K | 0.11% | 123 |
|
|
2025
Q1 | $2.48M | Sell |
4,738
-520
| -10% | -$272K | 0.21% | 81 |
|
|
2024
Q4 | $2.66M | Sell |
5,258
-236
| -4% | -$119K | 0.24% | 74 |
|
|
2024
Q3 | $3.21M | Buy |
5,494
+726
| +15% | +$425K | 0.3% | 58 |
|
|
2024
Q2 | $2.43M | Buy |
4,768
+958
| +25% | +$488K | 0.26% | 65 |
|
|
2024
Q1 | $1.88M | Sell |
3,810
-646
| -14% | -$320K | 0.22% | 68 |
|
|
2023
Q4 | $2.35M | Buy |
4,456
+155
| +4% | +$81.6K | 0.3% | 54 |
|
|
2023
Q3 | $2.17M | Buy |
4,301
+672
| +19% | +$339K | 0.32% | 55 |
|
|
2023
Q2 | $1.74M | Buy |
3,629
+799
| +28% | +$384K | 0.27% | 55 |
|
|
2023
Q1 | $1.34M | Buy |
2,830
+610
| +27% | +$288K | 0.22% | 58 |
|
|
2022
Q4 | $1.18M | Buy |
2,220
+1,180
| +113% | +$626K | 0.21% | 62 |
|
|
2022
Q3 | $525K | Sell |
1,040
-1,463
| -58% | -$739K | 0.1% | 86 |
|
|
2022
Q2 | $1.29M | Sell |
2,503
-125
| -5% | -$64.2K | 0.24% | 46 |
|
|
2022
Q1 | $1.34M | Buy |
2,628
+536
| +26% | +$273K | 0.23% | 48 |
|
|
2021
Q4 | $1.05M | Sell |
2,092
-216
| -9% | -$108K | 0.18% | 51 |
|
|
2021
Q3 | $902K | Buy |
2,308
+216
| +10% | +$84.4K | 0.16% | 53 |
|
|
2021
Q2 | $838K | Hold |
2,092
| – | – | 0.16% | 57 |
|
|
2021
Q1 | $778K | Sell |
2,092
-5
| -0.2% | -$1.86K | 0.15% | 57 |
|
|
2020
Q4 | $735K | Buy |
2,097
+12
| +0.6% | +$4.21K | 0.16% | 50 |
|
|
2020
Q3 | $650K | Buy |
2,085
+450
| +28% | +$140K | 0.16% | 43 |
|
|
2020
Q2 | $482K | Buy |
+1,635
| New | +$482K | 0.14% | 62 |
|