Keystone Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
731
+247
| +51% | +$77.1K | 0.06% | 255 |
|
|
2025
Q1 | $254K | Sell |
484
-12
| -2% | -$6.29K | 0.07% | 230 |
|
|
2024
Q4 | $251K | Sell |
496
-61
| -11% | -$30.9K | 0.07% | 222 |
|
|
2024
Q3 | $326K | Buy |
+557
| New | +$326K | 0.09% | 198 |
|
|
2024
Q1 | – | Sell |
-387
| Closed | -$204K | – | 226 |
|
|
2023
Q4 | $204K | Buy |
+387
| New | +$204K | 0.07% | 208 |
|
|
2023
Q2 | – | Sell |
-427
| Closed | -$202K | – | 211 |
|
|
2023
Q1 | $202K | Sell |
427
-3
| -0.7% | -$1.42K | 0.08% | 186 |
|
|
2022
Q4 | $228K | Buy |
430
+9
| +2% | +$4.77K | 0.1% | 167 |
|
|
2022
Q3 | $213K | Buy |
+421
| New | +$213K | 0.1% | 155 |
|