KWAG
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Kiely Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Kiely Wealth Advisory Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$85.3K Hold
160
– – 0.05% 98
2024
Q3 		$98.9K Hold
160
– – 0.06% 89
2024
Q2 		$90.4K Hold
160
– – 0.05% 79
2024
Q1 		$78.9K Hold
160
– – 0.04% 82
2023
Q4 		$79.6K Buy
+160
New +$79.6K 0.05% 78