Kestra Advisory Services’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 | $49.7M | Buy |
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|
2025
Q2 | $32.5M | Buy |
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|
2025
Q1 | $50M | Sell |
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|
2024
Q4 | $49.6M | Buy |
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|
2024
Q3 | $54.9M | Sell |
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|
2024
Q2 | $51.6M | Buy |
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|
2024
Q1 | $50.1M | Buy |
|
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|
2023
Q4 | $50.1M | Sell |
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|
2023
Q3 | $48.7M | Buy |
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|
2023
Q2 | $43.4M | Sell |
|
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|
2023
Q1 | $42.9M | Sell |
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|
2022
Q4 | $70.2M | Buy |
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|
2022
Q3 | $64.8M | Buy |
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|
2022
Q2 | $60.7M | Buy |
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|
2022
Q1 | $51.6M | Buy |
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|
2021
Q4 | $49.7M | Sell |
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|
2021
Q3 | $38.7M | Buy |
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|
2021
Q2 | $38.4M | Buy |
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|
2021
Q1 | $35.3M | Buy |
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|
2020
Q4 | $26.2M | Buy |
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|
2020
Q3 | $16.7M | Buy |
|