KCFA
Key Client Fiduciary Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-459
| Closed | -$240K | – | 206 |
|
|
2025
Q1 | $240K | Sell |
459
-12
| -3% | -$6.28K | 0.11% | 162 |
|
|
2024
Q4 | $238K | Sell |
471
-14
| -3% | -$7.09K | 0.11% | 167 |
|
|
2024
Q3 | $284K | Buy |
485
+60
| +14% | +$35.1K | 0.13% | 150 |
|
|
2024
Q2 | $217K | Sell |
425
-4
| -0.9% | -$2.04K | 0.11% | 167 |
|
|
2024
Q1 | $212K | Buy |
+429
| New | +$212K | 0.11% | 169 |
|