Key Client Fiduciary Advisors’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
$261K Buy
2025
Q2
Sell
2025
Q1
$240K Sell
2024
Q4
$238K Sell
2024
Q3
$284K Buy
2024
Q2
$217K Sell
2024
Q1
$212K Buy