Keystone Financial Group (Kentucky)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
1,657
-1,090
| -40% | -$329K | 0.05% | 230 |
|
|
2025
Q1 | $1.4M | Buy |
2,747
+103
| +4% | +$52.4K | 0.14% | 106 |
|
|
2024
Q4 | $1.34M | Buy |
2,644
+382
| +17% | +$194K | 0.13% | 112 |
|
|
2024
Q3 | $1.32M | Buy |
2,262
+10
| +0.4% | +$5.85K | 0.17% | 95 |
|
|
2024
Q2 | $1.15M | Sell |
2,252
-112
| -5% | -$57K | 0.41% | 44 |
|
|
2024
Q1 | $1.17M | Buy |
2,364
+704
| +42% | +$348K | 0.17% | 95 |
|
|
2023
Q4 | $874K | Sell |
1,660
-249
| -13% | -$131K | 0.15% | 103 |
|
|
2023
Q3 | $962K | Sell |
1,909
-135
| -7% | -$68.1K | 0.16% | 102 |
|
|
2023
Q2 | $983K | Buy |
+2,044
| New | +$983K | 0.17% | 99 |
|
|
2022
Q4 | $978K | Buy |
1,844
+352
| +24% | +$187K | 0.19% | 94 |
|
|
2022
Q3 | $754K | Sell |
1,492
-285
| -16% | -$144K | 0.15% | 115 |
|
|
2022
Q2 | $913K | Sell |
1,777
-10
| -0.6% | -$5.14K | 0.18% | 98 |
|
|
2022
Q1 | $911K | Buy |
1,787
+5
| +0.3% | +$2.55K | 0.15% | 110 |
|
|
2021
Q4 | $895K | Sell |
1,782
-10
| -0.6% | -$5.02K | 0.15% | 116 |
|
|
2021
Q3 | $700K | Buy |
1,792
+7
| +0.4% | +$2.73K | 0.13% | 133 |
|
|
2021
Q2 | $715K | Buy |
1,785
+205
| +13% | +$82.1K | 0.13% | 134 |
|
|
2021
Q1 | $588K | Buy |
1,580
+208
| +15% | +$77.4K | 0.11% | 141 |
|
|
2020
Q4 | $481K | Buy |
1,372
+14
| +1% | +$4.91K | 0.1% | 144 |
|
|
2020
Q3 | $423K | Sell |
1,358
-122
| -8% | -$38K | 0.1% | 144 |
|
|
2020
Q2 | $437K | Sell |
1,480
-70
| -5% | -$20.7K | 0.12% | 134 |
|
|
2020
Q1 | $387K | Buy |
+1,550
| New | +$387K | 0.13% | 131 |
|
|
2019
Q4 | – | Sell |
-1,475
| Closed | -$321K | – | 252 |
|
|
2019
Q3 | $321K | Buy |
1,475
+392
| +36% | +$85.3K | 0.1% | 166 |
|
|
2019
Q2 | $264K | Buy |
+1,083
| New | +$264K | 0.09% | 180 |
|