KOMWMG
Kerntke Otto McGlone Wealth Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
905
-11
| -1% | -$3.43K | 0.22% | 65 |
|
|
2025
Q1 | $480K | Sell |
916
-40
| -4% | -$20.9K | 0.42% | 41 |
|
|
2024
Q4 | $484K | Buy |
956
+2
| +0.2% | +$1.01K | 0.36% | 41 |
|
|
2024
Q3 | $558K | Buy |
954
+4
| +0.4% | +$2.34K | 0.47% | 36 |
|
|
2024
Q2 | $484K | Buy |
950
+256
| +37% | +$130K | 0.45% | 35 |
|
|
2024
Q1 | $343K | Sell |
694
-5
| -0.7% | -$2.47K | 0.34% | 50 |
|
|
2023
Q4 | $368K | Sell |
699
-19
| -3% | -$10K | 0.37% | 43 |
|
|
2023
Q3 | $363K | Sell |
718
-43
| -6% | -$21.7K | 0.37% | 42 |
|
|
2023
Q2 | $366K | Buy |
761
+21
| +3% | +$10.1K | 0.36% | 45 |
|
|
2023
Q1 | $350K | Sell |
740
-13
| -2% | -$6.15K | 0.36% | 45 |
|
|
2022
Q4 | $399K | Buy |
753
+9
| +1% | +$4.77K | 0.46% | 37 |
|
|
2022
Q3 | $376K | Buy |
744
+1
| +0.1% | +$505 | 0.57% | 34 |
|
|
2022
Q2 | $382K | Buy |
+743
| New | +$382K | 0.57% | 33 |
|