KFG 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 | $849K | Buy |
2,720
+603
| +28% | +$188K | 0.14% | 84 |
|
|
2025
Q1 | $1.11M | Buy |
2,117
+81
| +4% | +$42.4K | 0.2% | 63 |
|
|
2024
Q4 | $1.03M | Buy |
2,036
+162
| +9% | +$82K | 0.19% | 61 |
|
|
2024
Q3 | $1.1M | Buy |
1,874
+756
| +68% | +$442K | 0.24% | 58 |
|
|
2024
Q2 | $569K | Buy |
1,118
+54
| +5% | +$27.5K | 0.23% | 82 |
|
|
2024
Q1 | $527K | Buy |
1,064
+59
| +6% | +$29.2K | 0.22% | 81 |
|
|
2023
Q4 | $529K | Sell |
1,005
-36
| -3% | -$19K | 0.24% | 73 |
|
|
2023
Q3 | $525K | Buy |
1,041
+139
| +15% | +$70.1K | 0.29% | 68 |
|
|
2023
Q2 | $434K | Buy |
902
+309
| +52% | +$149K | 0.25% | 65 |
|
|
2023
Q1 | $312K | Buy |
593
+209
| +54% | +$110K | 0.22% | 58 |
|
|
2022
Q4 | $204K | Buy |
+384
| New | +$204K | 0.21% | 74 |
|