Kellett Wealth 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 | $593K | Buy |
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|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $871K | Buy |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $947K | Hold |
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|
2024
Q1 | $920K | Hold |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $887K | Hold |
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|
2023
Q2 | $846K | Hold |
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|
2023
Q1 | $832K | Hold |
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|
2022
Q4 | $933K | Hold |
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|
2022
Q3 | $977K | Hold |
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|
2022
Q2 | $904K | Hold |
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|
2022
Q1 | $898K | Sell |
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|
2021
Q4 | $989K | Buy |
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