KNW
Kesler Norman & Wride’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,862
-15,298
| -76% | -$4.78M | 0.27% | 83 |
|
|
2025
Q1 | $10.6M | Buy |
20,160
+950
| +5% | +$498K | 2.01% | 6 |
|
|
2024
Q4 | $9.72M | Buy |
19,210
+441
| +2% | +$223K | 2.1% | 5 |
|
|
2024
Q3 | $11M | Sell |
18,769
-2,710
| -13% | -$1.58M | 2.15% | 5 |
|
|
2024
Q2 | $10.9M | Buy |
21,479
+1,856
| +9% | +$945K | 2.32% | 5 |
|
|
2024
Q1 | $9.71M | Buy |
19,623
+2,755
| +16% | +$1.36M | 2.06% | 8 |
|
|
2023
Q4 | $8.88M | Sell |
16,868
-267
| -2% | -$141K | 2.03% | 7 |
|
|
2023
Q3 | $8.64M | Sell |
17,135
-320
| -2% | -$161K | 2.17% | 6 |
|
|
2023
Q2 | $8.39M | Buy |
17,455
+157
| +0.9% | +$75.5K | 2.03% | 8 |
|
|
2023
Q1 | $8.18M | Buy |
17,298
+350
| +2% | +$165K | 2.06% | 6 |
|
|
2022
Q4 | $8.99M | Sell |
16,948
-481
| -3% | -$255K | 2.31% | 3 |
|
|
2022
Q3 | $8.8M | Buy |
17,429
+415
| +2% | +$210K | 2.45% | 4 |
|
|
2022
Q2 | $8.74M | Sell |
17,014
-1,887
| -10% | -$969K | 2.42% | 4 |
|
|
2022
Q1 | $9.64M | Sell |
18,901
-96
| -0.5% | -$49K | 2.14% | 5 |
|
|
2021
Q4 | $9.54M | Buy |
18,997
+363
| +2% | +$182K | 2.02% | 7 |
|
|
2021
Q3 | $7.28M | Buy |
18,634
+131
| +0.7% | +$51.2K | 1.72% | 11 |
|
|
2021
Q2 | $7.63M | Buy |
18,503
+315
| +2% | +$130K | 1.76% | 11 |
|
|
2021
Q1 | $6.77M | Buy |
18,188
+249
| +1% | +$92.6K | 1.68% | 18 |
|
|
2020
Q4 | $6.29M | Buy |
+17,939
| New | +$6.29M | 1.75% | 17 |
|