Kestra Private Wealth 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 | $9.73M | Sell |
31,195
-1,035
| -3% | -$323K | 0.14% | 173 |
|
|
2025
Q1 | $16.9M | Sell |
32,230
-164
| -0.5% | -$85.9K | 0.28% | 74 |
|
|
2024
Q4 | $16.4M | Sell |
32,394
-2,106
| -6% | -$1.07M | 0.28% | 78 |
|
|
2024
Q3 | $20.2M | Buy |
34,500
+1,255
| +4% | +$734K | 0.37% | 52 |
|
|
2024
Q2 | $16.9M | Sell |
33,245
-4,121
| -11% | -$2.1M | 0.34% | 58 |
|
|
2024
Q1 | $18.5M | Buy |
37,366
+1,638
| +5% | +$810K | 0.42% | 49 |
|
|
2023
Q4 | $18.8M | Buy |
35,728
+2,515
| +8% | +$1.32M | 0.48% | 38 |
|
|
2023
Q3 | $16.7M | Buy |
33,213
+3,884
| +13% | +$1.96M | 0.53% | 39 |
|
|
2023
Q2 | $14.1M | Buy |
29,329
+289
| +1% | +$139K | 0.48% | 43 |
|
|
2023
Q1 | $13.7M | Buy |
29,040
+9,906
| +52% | +$4.68M | 0.55% | 36 |
|
|
2022
Q4 | $10.1M | Sell |
19,134
-1,550
| -7% | -$822K | 0.51% | 43 |
|
|
2022
Q3 | $10.4M | Buy |
20,684
+913
| +5% | +$461K | 0.6% | 30 |
|
|
2022
Q2 | $10.2M | Buy |
19,771
+3,444
| +21% | +$1.77M | 0.58% | 30 |
|
|
2022
Q1 | $8.33M | Sell |
16,327
-92
| -0.6% | -$46.9K | 0.41% | 52 |
|
|
2021
Q4 | $8.25M | Buy |
16,419
+3,242
| +25% | +$1.63M | 0.39% | 52 |
|
|
2021
Q3 | $5.15M | Buy |
13,177
+1,552
| +13% | +$606K | 0.29% | 78 |
|
|
2021
Q2 | $4.66M | Buy |
11,625
+191
| +2% | +$76.5K | 0.28% | 82 |
|
|
2021
Q1 | $4.25M | Buy |
11,434
+797
| +7% | +$297K | 0.3% | 79 |
|
|
2020
Q4 | $3.67M | Buy |
10,637
+211
| +2% | +$72.8K | 0.27% | 91 |
|
|
2020
Q3 | $3.25M | Buy |
+10,426
| New | +$3.25M | 0.28% | 83 |
|