KCM Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
9,503
-2,886
| -23% | -$900K | 0.1% | 128 |
|
|
2025
Q1 | $6.49M | Sell |
12,389
-42
| -0.3% | -$22K | 0.23% | 78 |
|
|
2024
Q4 | $6.29M | Sell |
12,431
-8,049
| -39% | -$4.07M | 0.22% | 83 |
|
|
2024
Q3 | $12M | Buy |
20,480
+758
| +4% | +$443K | 0.41% | 61 |
|
|
2024
Q2 | $10M | Sell |
19,722
-184
| -0.9% | -$93.7K | 0.36% | 63 |
|
|
2024
Q1 | $9.85M | Buy |
19,906
+342
| +2% | +$169K | 0.36% | 67 |
|
|
2023
Q4 | $10.3M | Buy |
19,564
+177
| +0.9% | +$93.2K | 0.41% | 57 |
|
|
2023
Q3 | $9.77M | Buy |
19,387
+67
| +0.3% | +$33.8K | 0.42% | 56 |
|
|
2023
Q2 | $9.29M | Buy |
19,320
+645
| +3% | +$310K | 0.37% | 59 |
|
|
2023
Q1 | $8.83M | Sell |
18,675
-1,697
| -8% | -$802K | 0.36% | 64 |
|
|
2022
Q4 | $10.8M | Buy |
20,372
+3,410
| +20% | +$1.81M | 0.46% | 57 |
|
|
2022
Q3 | $8.57M | Buy |
16,962
+1,030
| +6% | +$520K | 0.4% | 61 |
|
|
2022
Q2 | $8.18M | Sell |
15,932
-407
| -2% | -$209K | 0.36% | 69 |
|
|
2022
Q1 | $8.33M | Sell |
16,339
-45
| -0.3% | -$22.9K | 0.31% | 78 |
|
|
2021
Q4 | $8.23M | Buy |
16,384
+287
| +2% | +$144K | 0.29% | 82 |
|
|
2021
Q3 | $6.29M | Buy |
16,097
+707
| +5% | +$276K | 0.25% | 86 |
|
|
2021
Q2 | $6.16M | Buy |
15,390
+248
| +2% | +$99.3K | 0.25% | 88 |
|
|
2021
Q1 | $5.63M | Buy |
15,142
+2,704
| +22% | +$1.01M | 0.25% | 92 |
|
|
2020
Q4 | $4.36M | Buy |
12,438
+87
| +0.7% | +$30.5K | 0.21% | 98 |
|
|
2020
Q3 | $3.85M | Buy |
12,351
+161
| +1% | +$50.2K | 0.21% | 92 |
|
|
2020
Q2 | $3.6M | Sell |
12,190
-120
| -1% | -$35.4K | 0.2% | 93 |
|
|
2020
Q1 | $3.07M | Buy |
12,310
+319
| +3% | +$79.6K | 0.21% | 95 |
|
|
2019
Q4 | $3.53M | Buy |
11,991
+11
| +0.1% | +$3.23K | 0.19% | 99 |
|
|
2019
Q3 | $2.6M | Buy |
11,980
+900
| +8% | +$196K | 0.15% | 115 |
|
|
2019
Q2 | $2.7M | Sell |
11,080
-778
| -7% | -$190K | 0.16% | 113 |
|
|
2019
Q1 | $2.93M | Buy |
11,858
+1,464
| +14% | +$362K | 0.19% | 112 |
|
|
2018
Q4 | $2.59M | Buy |
10,394
+448
| +5% | +$112K | 0.17% | 119 |
|
|
2018
Q3 | $2.65M | Sell |
9,946
-167
| -2% | -$44.4K | 0.15% | 130 |
|
|
2018
Q2 | $2.48M | Buy |
10,113
+800
| +9% | +$196K | 0.15% | 136 |
|
|
2018
Q1 | $1.99M | Sell |
9,313
-283
| -3% | -$60.6K | 0.12% | 163 |
|
|
2017
Q4 | $2.12M | Sell |
9,596
-379
| -4% | -$83.5K | 0.12% | 160 |
|
|
2017
Q3 | $1.95M | Sell |
9,975
-657
| -6% | -$129K | 0.12% | 177 |
|
|
2017
Q2 | $1.97M | Sell |
10,632
-84
| -0.8% | -$15.6K | 0.12% | 182 |
|
|
2017
Q1 | $1.76M | Sell |
10,716
-475
| -4% | -$77.9K | 0.11% | 195 |
|
|
2016
Q4 | $1.79M | Sell |
11,191
-169
| -1% | -$27K | 0.12% | 192 |
|
|
2016
Q3 | $1.59M | Sell |
11,360
-641
| -5% | -$89.7K | 0.11% | 203 |
|
|
2016
Q2 | $1.69M | Buy |
12,001
+337
| +3% | +$47.6K | 0.12% | 195 |
|
|
2016
Q1 | $1.5M | Buy |
11,664
+234
| +2% | +$30.2K | 0.11% | 197 |
|
|
2015
Q4 | $1.35M | Buy |
11,430
+1,634
| +17% | +$192K | 0.11% | 206 |
|
|
2015
Q3 | $1.14M | Sell |
9,796
-189
| -2% | -$21.9K | 0.09% | 223 |
|
|
2015
Q2 | $1.22M | Buy |
9,985
+342
| +4% | +$41.7K | 0.1% | 226 |
|
|
2015
Q1 | $1.14M | Buy |
9,643
+151
| +2% | +$17.9K | 0.09% | 230 |
|
|
2014
Q4 | $960K | Sell |
9,492
-3,047
| -24% | -$308K | 0.08% | 247 |
|
|
2014
Q3 | $1.08M | Buy |
12,539
+2,657
| +27% | +$229K | 0.1% | 226 |
|
|
2014
Q2 | $808K | Sell |
9,882
-15,520
| -61% | -$1.27M | 0.08% | 251 |
|
|
2014
Q1 | $2.08M | Buy |
25,402
+157
| +0.6% | +$12.9K | 0.22% | 131 |
|
|
2013
Q4 | $1.9M | Buy |
25,245
+2,715
| +12% | +$204K | 0.21% | 138 |
|
|
2013
Q3 | $1.61M | Buy |
22,530
+14,237
| +172% | +$1.02M | 0.19% | 148 |
|
|
2013
Q2 | $543K | Buy |
+8,293
| New | +$543K | 0.07% | 267 |
|