Kestra Private Wealth 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 | $12.1M | Buy |
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|
2025
Q2 | $9.73M | Sell |
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|
2025
Q1 | $16.9M | Sell |
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|
2024
Q4 | $16.4M | Sell |
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|
2024
Q3 | $20.2M | Buy |
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|
2024
Q2 | $16.9M | Sell |
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|
2024
Q1 | $18.5M | Buy |
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|
2023
Q4 | $18.8M | Buy |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $8.33M | Sell |
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|
2021
Q4 | $8.24M | Buy |
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|
2021
Q3 | $5.15M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $4.25M | Buy |
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|
2020
Q4 | $3.67M | Buy |
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|
2020
Q3 | $3.25M | Buy |
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