KCS Wealth Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $2.78M | Sell |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $1.69M | Sell |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $822K | Buy |
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