Key Financial Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $804K | Sell |
2,972
-85
| -3% | -$25.3K | 0.14% | 132 |
|
|
2025
Q4 | $1.01M | Buy |
3,057
+100
| +3% | +$33.9K | 0.18% | 102 |
|
|
2025
Q3 | $1.03M | Sell |
2,957
-751
| -20% | -$227K | 0.19% | 103 |
|
|
2025
Q2 | $1.16M | Sell |
3,708
-184
| -5% | -$70.3K | 0.23% | 81 |
|
|
2025
Q1 | $2.04M | Hold |
3,892
| – | – | 0.44% | 48 |
|
|
2024
Q4 | $1.97M | Buy |
3,892
+84
| +2% | +$47.7K | 0.45% | 47 |
|
|
2024
Q3 | $2.23M | Buy |
3,808
+11
| +0.3% | +$6.22K | 0.49% | 43 |
|
|
2024
Q2 | $1.93M | Buy |
3,797
+146
| +4% | +$71.6K | 0.46% | 46 |
|
|
2024
Q1 | $1.81M | Hold |
3,651
| – | – | 0.46% | 45 |
|
|
2023
Q4 | $1.92M | Hold |
3,651
| – | – | 0.53% | 39 |
|
|
2023
Q3 | $1.84M | Buy |
3,651
+4
| +0.1% | +$1.97K | 0.62% | 33 |
|
|
2023
Q2 | $1.75M | Buy |
3,647
+151
| +4% | +$73.8K | 0.58% | 34 |
|
|
2023
Q1 | $1.65M | Buy |
3,496
+200
| +6% | +$96.5K | 0.6% | 32 |
|
|
2022
Q4 | $1.66M | Hold |
3,296
| – | – | 0.79% | 26 |
|
|
2022
Q3 | $1.67M | Hold |
3,296
| – | – | 0.78% | 26 |
|
|
2022
Q2 | $1.71M | Sell |
3,296
-264
| -7% | -$133K | 0.92% | 21 |
|
|
2022
Q1 | $1.81M | Buy |
3,560
+1,323
| +59% | +$638K | 0.9% | 22 |
|
|
2021
Q4 | $1.12M | Hold |
2,237
| – | – | 0.56% | 33 |
|
|
2021
Q3 | $874K | Buy |
2,237
+7
| +0.3% | +$2.9K | 0.49% | 37 |
|
|
2021
Q2 | $919K | Buy |
2,230
+280
| +14% | +$112K | 0.51% | 35 |
|
|
2021
Q1 | $726K | Hold |
1,950
| – | – | 0.48% | 39 |
|
|
2020
Q4 | $684K | Hold |
1,950
| – | – | 0.51% | 38 |
|
|
2020
Q3 | $608K | Hold |
1,950
| – | – | 0.62% | 38 |
|
|
2020
Q2 | $565K | Hold |
1,950
| – | – | 0.65% | 39 |
|
|
2020
Q1 | $490K | Hold |
1,950
| – | – | 0.5% | 39 |
|
|
2019
Q4 | $573K | Buy |
+1,950
| New | +$510K | 0.54% | 45 |
|
Other funds holding UNH
VCM
VPM
