KC
Kingfisher Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.71M | Buy |
2,923
+36
| +1% | +$21K | 0.39% | 70 |
|
|
2024
Q2 | $1.47M | Buy |
2,887
+34
| +1% | +$17.3K | 0.34% | 77 |
|
|
2024
Q1 | $1.41M | Buy |
2,853
+8
| +0.3% | +$3.96K | 0.34% | 79 |
|
|
2023
Q4 | $1.5M | Sell |
2,845
-30
| -1% | -$15.8K | 0.39% | 76 |
|
|
2023
Q3 | $1.45M | Buy |
2,875
+5
| +0.2% | +$2.52K | 0.39% | 75 |
|
|
2023
Q2 | $1.38M | Buy |
2,870
+85
| +3% | +$40.9K | 0.36% | 81 |
|
|
2023
Q1 | $1.32M | Buy |
2,785
+4
| +0.1% | +$1.89K | 0.35% | 85 |
|
|
2022
Q4 | $1.47M | Sell |
2,781
-62
| -2% | -$32.9K | 0.39% | 81 |
|
|
2022
Q3 | $1.44M | Buy |
2,843
+1,845
| +185% | +$932K | 0.4% | 80 |
|
|
2022
Q2 | $512K | Buy |
998
+9
| +0.9% | +$4.62K | 0.15% | 121 |
|
|
2022
Q1 | $504K | Sell |
989
-53
| -5% | -$27K | 0.13% | 131 |
|
|
2021
Q4 | $523K | Buy |
1,042
+3
| +0.3% | +$1.51K | 0.12% | 139 |
|
|
2021
Q3 | $406K | Sell |
1,039
-38
| -4% | -$14.8K | 0.11% | 141 |
|
|
2021
Q2 | $431K | Sell |
1,077
-2
| -0.2% | -$800 | 0.11% | 145 |
|
|
2021
Q1 | $401K | Buy |
1,079
+87
| +9% | +$32.3K | 0.11% | 146 |
|
|
2020
Q4 | $348K | Sell |
992
-21
| -2% | -$7.37K | 0.11% | 144 |
|
|
2020
Q3 | $316K | Buy |
1,013
+148
| +17% | +$46.2K | 0.11% | 135 |
|
|
2020
Q2 | $255K | Sell |
865
-4
| -0.5% | -$1.18K | 0.11% | 127 |
|
|
2020
Q1 | $217K | Buy |
869
+4
| +0.5% | +$999 | 0.11% | 136 |
|
|
2019
Q4 | $254K | Buy |
+865
| New | +$254K | 0.12% | 142 |
|
|
2019
Q3 | – | Sell |
-905
| Closed | -$221K | – | 141 |
|
|
2019
Q2 | $221K | Sell |
905
-150
| -14% | -$36.6K | 0.14% | 117 |
|
|
2019
Q1 | $261K | Sell |
1,055
-96
| -8% | -$23.8K | 0.17% | 114 |
|
|
2018
Q4 | $287K | Buy |
1,151
+2
| +0.2% | +$499 | 0.2% | 108 |
|
|
2018
Q3 | $306K | Buy |
1,149
+22
| +2% | +$5.86K | 0.16% | 112 |
|
|
2018
Q2 | $276K | Buy |
+1,127
| New | +$276K | 0.18% | 117 |
|
|
2018
Q1 | – | Sell |
-908
| Closed | -$200K | – | 131 |
|
|
2017
Q4 | $200K | Buy |
+908
| New | +$200K | 0.13% | 124 |
|
|
2016
Q1 | – | Sell |
-1,903
| Closed | -$224K | – | 246 |
|
|
2015
Q4 | $224K | Sell |
1,903
-11,993
| -86% | -$1.41M | 0.13% | 120 |
|
|
2015
Q3 | $1.61M | Sell |
13,896
-72
| -0.5% | -$8.35K | 1.02% | 30 |
|
|
2015
Q2 | $1.7M | Sell |
13,968
-463
| -3% | -$56.5K | 0.98% | 33 |
|
|
2015
Q1 | $1.71M | Buy |
14,431
+109
| +0.8% | +$12.9K | 0.88% | 42 |
|
|
2014
Q4 | $1.45M | Buy |
14,322
+855
| +6% | +$86.4K | 0.74% | 67 |
|
|
2014
Q3 | $1.16M | Sell |
13,467
-125
| -0.9% | -$10.8K | 0.62% | 79 |
|
|
2014
Q2 | $1.11M | Sell |
13,592
-1,048
| -7% | -$85.7K | 0.58% | 85 |
|
|
2014
Q1 | $1.2M | Buy |
14,640
+344
| +2% | +$28.2K | 0.63% | 72 |
|
|
2013
Q4 | $1.08M | Sell |
14,296
-42
| -0.3% | -$3.16K | 0.58% | 78 |
|
|
2013
Q3 | $1.03M | Buy |
14,338
+289
| +2% | +$20.7K | 0.52% | 82 |
|
|
2013
Q2 | $920K | Buy |
+14,049
| New | +$920K | 0.5% | 79 |
|