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
2025
Q2
$1.16M Sell
2025
Q1
$2.04M Hold
2024
Q4
$1.97M Buy
2024
Q3
$2.23M Buy
2024
Q2
$1.93M Buy
2024
Q1
$1.81M Hold
2023
Q4
$1.92M Hold
2023
Q3
$1.84M Buy
2023
Q2
$1.75M Buy
2023
Q1
$1.65M Buy
2022
Q4
$1.66M Hold
2022
Q3
$1.67M Hold
2022
Q2
$1.71M Sell
2022
Q1
$1.81M Buy
2021
Q4
$1.12M Hold
2021
Q3
$874K Buy
2021
Q2
$919K Buy
2021
Q1
$726K Hold
2020
Q4
$684K Hold
2020
Q3
$608K Hold
2020
Q2
$565K Hold
2020
Q1
$490K Hold
2019
Q4
$573K Buy