Kelly Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-133
| Closed | -$67.8K | – | 726 |
|
|
2024
Q2 | $67.8K | Buy |
133
+46
| +53% | +$23.4K | 0.02% | 193 |
|
|
2024
Q1 | $42.9K | Buy |
87
+6
| +7% | +$2.96K | 0.02% | 239 |
|
|
2023
Q4 | $42.4K | Buy |
81
+1
| +1% | +$524 | 0.02% | 223 |
|
|
2023
Q3 | $40.6K | Buy |
80
+26
| +48% | +$13.2K | 0.02% | 209 |
|
|
2023
Q2 | $25.9K | Buy |
54
+10
| +23% | +$4.8K | 0.01% | 263 |
|
|
2023
Q1 | $20.7K | Hold |
44
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $23.2K | Hold |
44
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $22.1K | Hold |
44
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $22.4K | Hold |
44
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $22.3K | Hold |
44
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $21.9K | Sell |
44
-4
| -8% | -$1.99K | 0.01% | 261 |
|
|
2021
Q3 | $18.6K | Sell |
48
-18,981
| -100% | -$7.35M | 0.01% | 268 |
|
|
2021
Q2 | $48K | Buy |
19,029
+18,982
| +40,387% | +$47.9K | ﹤0.01% | 464 |
|
|
2021
Q1 | $17.7K | Hold |
47
| – | – | 0.01% | 236 |
|
|
2020
Q4 | $16.6K | Sell |
47
-9
| -16% | -$3.18K | 0.01% | 215 |
|
|
2020
Q3 | $17.6K | Hold |
56
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $16.6K | Buy |
56
+13
| +30% | +$3.86K | 0.01% | 186 |
|
|
2020
Q1 | $10.8K | Hold |
43
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $12.7K | Hold |
43
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $9.37K | Hold |
43
| – | – | 0.01% | 231 |
|
|
2019
Q2 | $10.5K | Buy |
43
+14
| +48% | +$3.42K | 0.01% | 215 |
|
|
2019
Q1 | $7.17K | Buy |
+29
| New | +$7.17K | 0.01% | 256 |
|