KFA Private Wealth Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
782
+198
| +34% | +$61.8K | 0.08% | 121 |
|
|
2025
Q1 | $306K | Buy |
584
+139
| +31% | +$72.9K | 0.11% | 83 |
|
|
2024
Q4 | $225K | Buy |
445
+15
| +3% | +$7.59K | 0.09% | 84 |
|
|
2024
Q3 | $251K | Buy |
+430
| New | +$251K | 0.12% | 73 |
|
|
2024
Q2 | – | Sell |
-2,807
| Closed | -$1.39M | – | 97 |
|
|
2024
Q1 | $1.39M | Buy |
2,807
+92
| +3% | +$45.5K | 0.43% | 31 |
|
|
2023
Q4 | $1.43M | Buy |
2,715
+21
| +0.8% | +$11.1K | 0.51% | 27 |
|
|
2023
Q3 | $1.36M | Sell |
2,694
-99
| -4% | -$49.9K | 0.56% | 26 |
|
|
2023
Q2 | $1.34M | Buy |
2,793
+184
| +7% | +$88.4K | 0.56% | 26 |
|
|
2023
Q1 | $1.23M | Buy |
2,609
+54
| +2% | +$25.5K | 0.56% | 25 |
|
|
2022
Q4 | $1.35M | Buy |
2,555
+1
| +0% | +$530 | 0.69% | 23 |
|
|
2022
Q3 | $1.29M | Buy |
2,554
+1
| +0% | +$505 | 0.69% | 23 |
|
|
2022
Q2 | $1.31M | Buy |
2,553
+1
| +0% | +$514 | 0.73% | 22 |
|
|
2022
Q1 | $1.3M | Buy |
2,552
+1
| +0% | +$510 | 0.65% | 23 |
|
|
2021
Q4 | $1.28M | Sell |
2,551
-81
| -3% | -$40.7K | 0.64% | 23 |
|
|
2021
Q3 | $1.03M | Buy |
2,632
+1
| +0% | +$391 | 0.56% | 26 |
|
|
2021
Q2 | $1.05M | Sell |
2,631
-1
| -0% | -$401 | 0.58% | 25 |
|
|
2021
Q1 | $979K | Buy |
2,632
+13
| +0.5% | +$4.84K | 0.57% | 27 |
|
|
2020
Q4 | $918K | Sell |
2,619
-10
| -0.4% | -$3.51K | 0.58% | 27 |
|
|
2020
Q3 | $820K | Buy |
2,629
+163
| +7% | +$50.8K | 0.61% | 27 |
|
|
2020
Q2 | $727K | Sell |
2,466
-159
| -6% | -$46.9K | 0.7% | 24 |
|
|
2020
Q1 | $655K | Buy |
2,625
+216
| +9% | +$53.9K | 0.78% | 19 |
|
|
2019
Q4 | $708K | Buy |
+2,409
| New | +$708K | 0.65% | 21 |
|