KWM
Keebeck Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
3,097
-5,598
| -64% | -$1.75M | 0.13% | 138 |
|
|
2025
Q1 | $4.55M | Sell |
8,695
-347
| -4% | -$182K | 0.67% | 42 |
|
|
2024
Q4 | $4.57M | Sell |
9,042
-179
| -2% | -$90.6K | 0.66% | 43 |
|
|
2024
Q3 | $5.39M | Sell |
9,221
-175
| -2% | -$102K | 0.78% | 34 |
|
|
2024
Q2 | $4.79M | Sell |
9,396
-191
| -2% | -$97.3K | 0.7% | 39 |
|
|
2024
Q1 | $4.74M | Sell |
9,587
-1,458
| -13% | -$721K | 0.7% | 38 |
|
|
2023
Q4 | $5.82M | Buy |
11,045
+65
| +0.6% | +$34.2K | 0.96% | 21 |
|
|
2023
Q3 | $5.54M | Buy |
10,980
+192
| +2% | +$96.8K | 0.96% | 21 |
|
|
2023
Q2 | $5.19M | Buy |
10,788
+1,122
| +12% | +$539K | 0.71% | 35 |
|
|
2023
Q1 | $4.57M | Buy |
9,666
+489
| +5% | +$231K | 0.74% | 38 |
|
|
2022
Q4 | $4.87M | Buy |
9,177
+342
| +4% | +$181K | 0.85% | 31 |
|
|
2022
Q3 | $4.46M | Buy |
8,835
+637
| +8% | +$322K | 0.86% | 30 |
|
|
2022
Q2 | $4.21M | Sell |
8,198
-672
| -8% | -$345K | 0.8% | 31 |
|
|
2022
Q1 | $4.52M | Buy |
8,870
+286
| +3% | +$146K | 0.75% | 30 |
|
|
2021
Q4 | $4.31M | Buy |
8,584
+312
| +4% | +$157K | 0.77% | 30 |
|
|
2021
Q3 | $3.23M | Sell |
8,272
-291
| -3% | -$114K | 0.64% | 40 |
|
|
2021
Q2 | $3.43M | Buy |
8,563
+1,922
| +29% | +$770K | 0.49% | 46 |
|
|
2021
Q1 | $2.47M | Buy |
6,641
+236
| +4% | +$87.8K | 0.38% | 54 |
|
|
2020
Q4 | $2.25M | Buy |
6,405
+468
| +8% | +$164K | 0.39% | 52 |
|
|
2020
Q3 | $1.85M | Buy |
5,937
+488
| +9% | +$152K | 0.38% | 52 |
|
|
2020
Q2 | $1.61M | Buy |
5,449
+856
| +19% | +$252K | 0.51% | 46 |
|
|
2020
Q1 | $1.14M | Buy |
4,593
+2,494
| +119% | +$621K | 0.48% | 49 |
|
|
2019
Q4 | $616K | Buy |
+2,099
| New | +$616K | 0.2% | 87 |
|