KMWM
Keudell/Morrison Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,289
+532
| +19% | +$166K | 0.23% | 66 |
|
|
2025
Q1 | $1.44M | Hold |
2,757
| – | – | 0.34% | 53 |
|
|
2024
Q4 | $1.39M | Sell |
2,757
-66
| -2% | -$33.4K | 0.36% | 53 |
|
|
2024
Q3 | $1.65M | Sell |
2,823
-33
| -1% | -$19.3K | 0.45% | 49 |
|
|
2024
Q2 | $1.45M | Sell |
2,856
-303
| -10% | -$154K | 0.43% | 51 |
|
|
2024
Q1 | $1.56M | Sell |
3,159
-239
| -7% | -$118K | 0.47% | 47 |
|
|
2023
Q4 | $1.79M | Sell |
3,398
-141
| -4% | -$74.2K | 0.59% | 32 |
|
|
2023
Q3 | $1.78M | Buy |
3,539
+22
| +0.6% | +$11.1K | 0.54% | 30 |
|
|
2023
Q2 | $1.69M | Sell |
3,517
-1
| -0% | -$481 | 0.49% | 37 |
|
|
2023
Q1 | $1.66M | Sell |
3,518
-19
| -0.5% | -$8.98K | 0.49% | 35 |
|
|
2022
Q4 | $1.88M | Sell |
3,537
-188
| -5% | -$99.7K | 0.6% | 28 |
|
|
2022
Q3 | $1.88M | Sell |
3,725
-156
| -4% | -$78.8K | 0.7% | 26 |
|
|
2022
Q2 | $1.99M | Sell |
3,881
-329
| -8% | -$169K | 0.72% | 29 |
|
|
2022
Q1 | $2.15M | Sell |
4,210
-266
| -6% | -$136K | 0.9% | 22 |
|
|
2021
Q4 | $2.25M | Buy |
4,476
+114
| +3% | +$57.3K | 0.89% | 21 |
|
|
2021
Q3 | $1.7M | Sell |
4,362
-60
| -1% | -$23.4K | 0.73% | 29 |
|
|
2021
Q2 | $1.77M | Sell |
4,422
-199
| -4% | -$79.7K | 0.97% | 25 |
|
|
2021
Q1 | $1.72M | Sell |
4,621
-412
| -8% | -$153K | 1% | 26 |
|
|
2020
Q4 | $1.77M | Sell |
5,033
-851
| -14% | -$298K | 1.12% | 20 |
|
|
2020
Q3 | $1.83M | Buy |
5,884
+737
| +14% | +$230K | 1.18% | 20 |
|
|
2020
Q2 | $1.52M | Sell |
5,147
-98
| -2% | -$28.9K | 1.26% | 22 |
|
|
2020
Q1 | $1.31M | Sell |
5,245
-255
| -5% | -$63.6K | 1.28% | 19 |
|
|
2019
Q4 | $1.62M | Sell |
5,500
-20
| -0.4% | -$5.88K | 1.12% | 21 |
|
|
2019
Q3 | $1.2M | Buy |
5,520
+17
| +0.3% | +$3.7K | 0.99% | 31 |
|
|
2019
Q2 | $1.36M | Buy |
5,503
+321
| +6% | +$79.1K | 1.19% | 23 |
|
|
2019
Q1 | $1.28M | Buy |
+5,182
| New | +$1.28M | 1.13% | 25 |
|