KWA
KCS Wealth Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.85M | Sell |
3,670
-1,194
| -25% | -$602K | 0.79% | 39 |
|
|
2023
Q2 | $2.34M | Buy |
4,864
+94
| +2% | +$45.2K | 0.81% | 40 |
|
|
2023
Q1 | $2.25M | Sell |
4,770
-44
| -0.9% | -$20.8K | 0.85% | 39 |
|
|
2022
Q4 | $2.55M | Buy |
4,814
+58
| +1% | +$30.8K | 1.06% | 29 |
|
|
2022
Q3 | $2.4M | Sell |
4,756
-757
| -14% | -$382K | 1.11% | 24 |
|
|
2022
Q2 | $2.83M | Buy |
5,513
+55
| +1% | +$28.3K | 1.26% | 17 |
|
|
2022
Q1 | $2.78M | Sell |
5,458
-530
| -9% | -$270K | 1.29% | 20 |
|
|
2021
Q4 | $3.01M | Buy |
5,988
+110
| +2% | +$55.2K | 1.21% | 21 |
|
|
2021
Q3 | $2.3M | Buy |
5,878
+112
| +2% | +$43.8K | 1.09% | 24 |
|
|
2021
Q2 | $2.31M | Buy |
5,766
+103
| +2% | +$41.2K | 1.09% | 21 |
|
|
2021
Q1 | $2.11M | Buy |
5,663
+335
| +6% | +$125K | 1.09% | 21 |
|
|
2020
Q4 | $1.87M | Sell |
5,328
-106
| -2% | -$37.2K | 1.23% | 19 |
|
|
2020
Q3 | $1.69M | Sell |
5,434
-71
| -1% | -$22.1K | 1.35% | 16 |
|
|
2020
Q2 | $1.62M | Buy |
5,505
+106
| +2% | +$31.3K | 1.34% | 19 |
|
|
2020
Q1 | $1.35M | Buy |
5,399
+252
| +5% | +$62.8K | 1.37% | 12 |
|
|
2019
Q4 | $1.51M | Buy |
5,147
+51
| +1% | +$15K | 1.13% | 20 |
|
|
2019
Q3 | $1.11M | Buy |
5,096
+193
| +4% | +$41.9K | 0.77% | 39 |
|
|
2019
Q2 | $1.2M | Buy |
4,903
+279
| +6% | +$68.1K | 0.94% | 23 |
|
|
2019
Q1 | $1.14M | Sell |
4,624
-66
| -1% | -$16.3K | 1% | 23 |
|
|
2018
Q4 | $1.17M | Buy |
4,690
+3
| +0.1% | +$747 | 1.23% | 12 |
|
|
2018
Q3 | $1.25M | Sell |
4,687
-9
| -0.2% | -$2.39K | 1.16% | 15 |
|
|
2018
Q2 | $1.15M | Sell |
4,696
-73
| -2% | -$17.9K | 1.07% | 17 |
|
|
2018
Q1 | $1.02M | Buy |
4,769
+1,042
| +28% | +$223K | 0.93% | 22 |
|
|
2017
Q4 | $822K | Buy |
+3,727
| New | +$822K | 0.8% | 31 |
|