Kimelman & Baird’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5K | Hold |
117
| – | – | ﹤0.01% | 211 |
|
|
2025
Q1 | $61.2K | Sell |
117
-936
| -89% | -$490K | 0.01% | 169 |
|
|
2024
Q4 | $533K | Hold |
1,053
| – | – | 0.04% | 93 |
|
|
2024
Q3 | $616K | Hold |
1,053
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $536K | Buy |
+1,053
| New | +$536K | 0.04% | 94 |
|
|
2021
Q2 | $217K | Buy |
+542
| New | +$217K | 0.02% | 115 |
|