Keener Financial Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
373
+300
| +411% | +$93.3K | 0.06% | 67 |
|
|
2025
Q1 | $38K | Sell |
73
-300
| -80% | -$156K | 0.02% | 88 |
|
|
2024
Q4 | $188K | Hold |
373
| – | – | 0.11% | 48 |
|
|
2024
Q3 | $218K | Hold |
373
| – | – | 0.14% | 41 |
|
|
2024
Q2 | $189K | Sell |
373
-15
| -4% | -$7.6K | 0.12% | 45 |
|
|
2024
Q1 | $192K | Buy |
388
+38
| +11% | +$18.8K | 0.13% | 44 |
|
|
2023
Q4 | $184K | Buy |
+350
| New | +$184K | 0.14% | 44 |
|