Kelleher Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $716K | Sell |
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|
2025
Q2 | $678K | Buy |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $933K | Hold |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $993K | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $972K | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $775K | Buy |
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