Keel Point’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
6,865
+725
| +12% | +$226K | 0.14% | 104 |
|
|
2025
Q1 | $3.22M | Buy |
6,140
+94
| +2% | +$49.2K | 0.25% | 74 |
|
|
2024
Q4 | $3.06M | Buy |
6,046
+379
| +7% | +$192K | 0.24% | 77 |
|
|
2024
Q3 | $3.31M | Buy |
5,667
+1,161
| +26% | +$679K | 0.28% | 67 |
|
|
2024
Q2 | $2.59M | Buy |
4,506
+462
| +11% | +$265K | 0.23% | 76 |
|
|
2024
Q1 | $2M | Buy |
4,044
+33
| +0.8% | +$16.3K | 0.21% | 81 |
|
|
2023
Q4 | $2.11M | Buy |
4,011
+176
| +5% | +$92.7K | 0.25% | 77 |
|
|
2023
Q3 | $1.93M | Buy |
3,835
+391
| +11% | +$197K | 0.27% | 71 |
|
|
2023
Q2 | $1.66M | Buy |
3,444
+208
| +6% | +$100K | 0.22% | 81 |
|
|
2023
Q1 | $1.53M | Sell |
3,236
-134
| -4% | -$63.3K | 0.22% | 85 |
|
|
2022
Q4 | $1.79M | Buy |
3,370
+285
| +9% | +$151K | 0.28% | 75 |
|
|
2022
Q3 | $1.56M | Buy |
3,085
+12
| +0.4% | +$6.06K | 0.27% | 67 |
|
|
2022
Q2 | $1.65M | Sell |
3,073
-29
| -0.9% | -$15.6K | 0.26% | 69 |
|
|
2022
Q1 | $1.58M | Sell |
3,102
-393
| -11% | -$200K | 0.24% | 76 |
|
|
2021
Q4 | $1.76M | Sell |
3,495
-93
| -3% | -$46.7K | 0.2% | 76 |
|
|
2021
Q3 | $1.4M | Buy |
3,588
+225
| +7% | +$87.9K | 0.18% | 88 |
|
|
2021
Q2 | $1.35M | Sell |
3,363
-15
| -0.4% | -$6.01K | 0.15% | 101 |
|
|
2021
Q1 | $1.26M | Buy |
3,378
+612
| +22% | +$228K | 0.12% | 111 |
|
|
2020
Q4 | $970K | Buy |
2,766
+139
| +5% | +$48.7K | 0.09% | 112 |
|
|
2020
Q3 | $819K | Buy |
2,627
+1,598
| +155% | +$498K | 0.07% | 107 |
|
|
2020
Q2 | $304K | Sell |
1,029
-7
| -0.7% | -$2.07K | 0.03% | 158 |
|
|
2020
Q1 | $258K | Buy |
1,036
+1
| +0.1% | +$249 | 0.03% | 147 |
|
|
2019
Q4 | $304K | Buy |
1,035
+4
| +0.4% | +$1.18K | 0.03% | 155 |
|
|
2019
Q3 | $224K | Buy |
1,031
+102
| +11% | +$22.2K | 0.03% | 168 |
|
|
2019
Q2 | $227K | Sell |
929
-29
| -3% | -$7.09K | 0.03% | 176 |
|
|
2019
Q1 | $237K | Buy |
958
+61
| +7% | +$15.1K | 0.03% | 175 |
|
|
2018
Q4 | $223K | Buy |
897
+3
| +0.3% | +$746 | 0.03% | 182 |
|
|
2018
Q3 | $238K | Buy |
+894
| New | +$238K | 0.03% | 163 |
|