Kelleher Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
2,175
+921
| +73% | +$287K | 0.24% | 61 |
|
|
2025
Q1 | $657K | Sell |
1,254
-2,061
| -62% | -$1.08M | 0.26% | 56 |
|
|
2024
Q4 | $1.68M | Buy |
3,315
+43
| +1% | +$21.7K | 0.63% | 24 |
|
|
2024
Q3 | $1.91M | Sell |
3,272
-15
| -0.5% | -$8.77K | 0.73% | 22 |
|
|
2024
Q2 | $1.67M | Buy |
3,287
+70
| +2% | +$35.6K | 0.69% | 21 |
|
|
2024
Q1 | $1.59M | Buy |
3,217
+1,071
| +50% | +$530K | 0.66% | 22 |
|
|
2023
Q4 | $1.13M | Buy |
2,146
+1
| +0% | +$526 | 0.53% | 27 |
|
|
2023
Q3 | $1.08M | Buy |
2,145
+194
| +10% | +$97.8K | 0.55% | 26 |
|
|
2023
Q2 | $938K | Sell |
1,951
-23
| -1% | -$11.1K | 0.54% | 32 |
|
|
2023
Q1 | $933K | Hold |
1,974
| – | – | 0.62% | 28 |
|
|
2022
Q4 | $1.05M | Buy |
1,974
+6
| +0.3% | +$3.18K | 0.79% | 24 |
|
|
2022
Q3 | $993K | Sell |
1,968
-938
| -32% | -$473K | 0.71% | 29 |
|
|
2022
Q2 | $1.49M | Buy |
2,906
+923
| +47% | +$474K | 0.67% | 28 |
|
|
2022
Q1 | $1.01M | Buy |
1,983
+47
| +2% | +$24K | 0.56% | 33 |
|
|
2021
Q4 | $972K | Sell |
1,936
-914
| -32% | -$459K | 0.52% | 39 |
|
|
2021
Q3 | $1.11M | Buy |
2,850
+913
| +47% | +$357K | 0.49% | 45 |
|
|
2021
Q2 | $775K | Buy |
+1,937
| New | +$775K | 0.44% | 49 |
|