Kavar Capital Partners Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
1,546
+200
| +15% | +$62.4K | 0.07% | 130 |
|
|
2025
Q1 | $705K | Sell |
1,346
-18
| -1% | -$9.43K | 0.12% | 107 |
|
|
2024
Q4 | $690K | Hold |
1,364
| – | – | 0.12% | 108 |
|
|
2024
Q3 | $798K | Hold |
1,364
| – | – | 0.13% | 100 |
|
|
2024
Q2 | $695K | Buy |
1,364
+115
| +9% | +$58.6K | 0.13% | 97 |
|
|
2024
Q1 | $618K | Sell |
1,249
-485
| -28% | -$240K | 0.11% | 103 |
|
|
2023
Q4 | $913K | Buy |
1,734
+867
| +100% | +$456K | 0.1% | 105 |
|
|
2023
Q3 | $437K | Hold |
867
| – | – | 0.09% | 115 |
|
|
2023
Q2 | $417K | Buy |
867
+16
| +2% | +$7.69K | 0.09% | 108 |
|
|
2023
Q1 | $402K | Hold |
851
| – | – | 0.09% | 112 |
|
|
2022
Q4 | $451K | Buy |
851
+17
| +2% | +$9.01K | 0.1% | 103 |
|
|
2022
Q3 | $421K | Hold |
834
| – | – | 0.11% | 104 |
|
|
2022
Q2 | $428K | Buy |
834
+15
| +2% | +$7.7K | 0.1% | 117 |
|
|
2022
Q1 | $418K | Hold |
819
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $411K | Buy |
819
+19
| +2% | +$9.54K | 0.09% | 128 |
|
|
2021
Q3 | $313K | Hold |
800
| – | – | 0.07% | 144 |
|
|
2021
Q2 | $320K | Hold |
800
| – | – | 0.08% | 128 |
|
|
2021
Q1 | $298K | Hold |
800
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $281K | Hold |
800
| – | – | 0.08% | 130 |
|
|
2020
Q3 | $249K | Hold |
800
| – | – | 0.08% | 125 |
|
|
2020
Q2 | $236K | Sell |
800
-200
| -20% | -$59K | 0.09% | 115 |
|
|
2020
Q1 | $249K | Hold |
1,000
| – | – | 0.12% | 98 |
|
|
2019
Q4 | $294K | Hold |
1,000
| – | – | 0.11% | 107 |
|
|
2019
Q3 | $217K | Sell |
1,000
-6
| -0.6% | -$1.3K | 0.08% | 128 |
|
|
2019
Q2 | $245K | Buy |
1,006
+6
| +0.6% | +$1.46K | 0.1% | 107 |
|
|
2019
Q1 | $247K | Buy |
+1,000
| New | +$247K | 0.11% | 109 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$147K | – | 357 |
|
|
2018
Q2 | $147K | Hold |
600
| – | – | 0.07% | 122 |
|
|
2018
Q1 | $128K | Buy |
+600
| New | +$128K | 0.07% | 131 |
|
|
2017
Q4 | – | Sell |
-1,100
| Closed | -$215K | – | 114 |
|
|
2017
Q3 | $215K | Hold |
1,100
| – | – | 0.12% | 103 |
|
|
2017
Q2 | $204K | Buy |
+1,100
| New | +$204K | 0.11% | 108 |
|
|
2016
Q1 | – | Sell |
-51
| Closed | -$5K | – | 372 |
|
|
2015
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 306 |
|
|
2015
Q3 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 311 |
|
|
2014
Q2 | – | Sell |
-52
| Closed | -$4K | – | 420 |
|
|
2014
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 359 |
|
|
2013
Q4 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 359 |
|