Kestra Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Buy |
104,099
+8,624
| +9% | +$2.69M | 0.16% | 115 |
|
|
2025
Q1 | $50M | Sell |
95,475
-2,514
| -3% | -$1.32M | 0.24% | 59 |
|
|
2024
Q4 | $49.6M | Buy |
97,989
+4,087
| +4% | +$2.07M | 0.27% | 68 |
|
|
2024
Q3 | $54.9M | Sell |
93,902
-7,505
| -7% | -$4.39M | 0.3% | 60 |
|
|
2024
Q2 | $51.6M | Buy |
101,407
+141
| +0.1% | +$71.8K | 0.29% | 61 |
|
|
2024
Q1 | $50.1M | Buy |
101,266
+6,030
| +6% | +$2.98M | 0.34% | 48 |
|
|
2023
Q4 | $50.1M | Sell |
95,236
-1,434
| -1% | -$755K | 0.41% | 34 |
|
|
2023
Q3 | $48.7M | Buy |
96,670
+6,423
| +7% | +$3.24M | 0.48% | 30 |
|
|
2023
Q2 | $43.4M | Sell |
90,247
-592
| -0.7% | -$285K | 0.43% | 35 |
|
|
2023
Q1 | $42.9M | Sell |
90,839
-41,485
| -31% | -$19.6M | 0.47% | 32 |
|
|
2022
Q4 | $70.2M | Buy |
132,324
+3,964
| +3% | +$2.1M | 0.62% | 20 |
|
|
2022
Q3 | $64.8M | Buy |
128,360
+10,165
| +9% | +$5.13M | 0.69% | 14 |
|
|
2022
Q2 | $60.7M | Buy |
118,195
+17,036
| +17% | +$8.75M | 0.62% | 20 |
|
|
2022
Q1 | $51.6M | Buy |
101,159
+2,272
| +2% | +$1.16M | 0.54% | 22 |
|
|
2021
Q4 | $49.7M | Sell |
98,887
-134
| -0.1% | -$67.3K | 0.5% | 27 |
|
|
2021
Q3 | $38.7M | Buy |
99,021
+3,167
| +3% | +$1.24M | 0.39% | 47 |
|
|
2021
Q2 | $38.4M | Buy |
95,854
+947
| +1% | +$379K | 0.44% | 36 |
|
|
2021
Q1 | $35.3M | Buy |
94,907
+19,090
| +25% | +$7.1M | 0.45% | 35 |
|
|
2020
Q4 | $26.2M | Buy |
75,817
+22,399
| +42% | +$7.73M | 0.3% | 66 |
|
|
2020
Q3 | $16.7M | Buy |
+53,418
| New | +$16.7M | 0.31% | 67 |
|