Kerntke Otto McGlone Wealth Management Group’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 | – | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $484K | Buy |
|
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|
2024
Q3 | $558K | Buy |
|
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|
2024
Q2 | $484K | Buy |
|
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $399K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $382K | Buy |
|