KG&L Capital 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 | – | Sell |
-1,902
| Closed | -$996K | – | 211 |
|
|
2025
Q1 | $996K | Sell |
1,902
-159
| -8% | -$83.3K | 0.32% | 70 |
|
|
2024
Q4 | $1.04M | Buy |
2,061
+310
| +18% | +$157K | 0.34% | 65 |
|
|
2024
Q3 | $1.02M | Sell |
1,751
-1,244
| -42% | -$727K | 0.33% | 67 |
|
|
2024
Q2 | $1.53M | Buy |
2,995
+140
| +5% | +$71.3K | 0.53% | 43 |
|
|
2024
Q1 | $1.41M | Buy |
2,855
+839
| +42% | +$415K | 0.56% | 41 |
|
|
2023
Q4 | $1.06M | Buy |
2,016
+343
| +21% | +$181K | 0.44% | 46 |
|
|
2023
Q3 | $844K | Buy |
1,673
+18
| +1% | +$9.08K | 0.41% | 54 |
|
|
2023
Q2 | $795K | Sell |
1,655
-200
| -11% | -$96.1K | 0.38% | 58 |
|
|
2023
Q1 | $877K | Buy |
1,855
+961
| +107% | +$454K | 0.46% | 49 |
|
|
2022
Q4 | $474K | Sell |
894
-70
| -7% | -$37.1K | 0.27% | 75 |
|
|
2022
Q3 | $487K | Sell |
964
-244
| -20% | -$123K | 0.28% | 72 |
|
|
2022
Q2 | $620K | Buy |
1,208
+21
| +2% | +$10.8K | 0.33% | 68 |
|
|
2022
Q1 | $605K | Sell |
1,187
-65
| -5% | -$33.1K | 0.25% | 82 |
|
|
2021
Q4 | $629K | Buy |
1,252
+3
| +0.2% | +$1.51K | 0.25% | 83 |
|
|
2021
Q3 | $488K | Buy |
1,249
+221
| +21% | +$86.3K | 0.21% | 88 |
|
|
2021
Q2 | $412K | Sell |
1,028
-54
| -5% | -$21.6K | 0.19% | 99 |
|
|
2021
Q1 | $403K | Buy |
1,082
+96
| +10% | +$35.8K | 0.2% | 88 |
|
|
2020
Q4 | $345K | Buy |
986
+259
| +36% | +$90.6K | 0.19% | 98 |
|
|
2020
Q3 | $226K | Buy |
+727
| New | +$226K | 0.14% | 109 |
|