Kellett Wealth 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 | $532K | Buy |
1,704
+41
| +2% | +$12.8K | 0.35% | 36 |
|
|
2025
Q1 | $871K | Buy |
1,663
+13
| +0.8% | +$6.81K | 0.6% | 25 |
|
|
2024
Q4 | $835K | Sell |
1,650
-400
| -20% | -$202K | 0.57% | 25 |
|
|
2024
Q3 | $1.2M | Buy |
2,050
+190
| +10% | +$111K | 0.86% | 17 |
|
|
2024
Q2 | $947K | Hold |
1,860
| – | – | 0.76% | 19 |
|
|
2024
Q1 | $920K | Hold |
1,860
| – | – | 0.64% | 28 |
|
|
2023
Q4 | $979K | Buy |
1,860
+100
| +6% | +$52.6K | 0.73% | 25 |
|
|
2023
Q3 | $887K | Hold |
1,760
| – | – | 0.76% | 18 |
|
|
2023
Q2 | $846K | Hold |
1,760
| – | – | 0.77% | 16 |
|
|
2023
Q1 | $832K | Hold |
1,760
| – | – | 0.8% | 16 |
|
|
2022
Q4 | $933K | Hold |
1,760
| – | – | 0.91% | 16 |
|
|
2022
Q3 | $977K | Hold |
1,760
| – | – | 1.19% | 10 |
|
|
2022
Q2 | $904K | Hold |
1,760
| – | – | 1.17% | 10 |
|
|
2022
Q1 | $898K | Sell |
1,760
-210
| -11% | -$107K | 0.71% | 18 |
|
|
2021
Q4 | $989K | Buy |
+1,970
| New | +$989K | 0.76% | 16 |
|