Keyes Stange & Wooten Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
1,392
+606
| +77% | +$189K | 0.23% | 44 |
|
|
2025
Q1 | $412K | Buy |
786
+135
| +21% | +$70.7K | 0.23% | 45 |
|
|
2024
Q4 | $329K | Sell |
651
-757
| -54% | -$383K | 0.19% | 52 |
|
|
2024
Q3 | $823K | Buy |
1,408
+953
| +209% | +$557K | 0.49% | 25 |
|
|
2024
Q2 | $232K | Sell |
455
-5
| -1% | -$2.55K | 0.16% | 57 |
|
|
2024
Q1 | $228K | Sell |
460
-3
| -0.6% | -$1.48K | 0.2% | 57 |
|
|
2023
Q4 | $244K | Buy |
+463
| New | +$244K | 0.26% | 49 |
|