Kingsview 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 | $12.5M | Buy |
39,919
+30,617
| +329% | +$9.55M | 0.21% | 84 |
|
|
2025
Q1 | $4.87M | Sell |
9,302
-638
| -6% | -$334K | 0.09% | 222 |
|
|
2024
Q4 | $5.03M | Sell |
9,940
-521
| -5% | -$264K | 0.1% | 205 |
|
|
2024
Q3 | $6.12M | Buy |
10,461
+416
| +4% | +$243K | 0.13% | 168 |
|
|
2024
Q2 | $5.12M | Sell |
10,045
-719
| -7% | -$366K | 0.12% | 184 |
|
|
2024
Q1 | $5.33M | Sell |
10,764
-1,122
| -9% | -$555K | 0.13% | 169 |
|
|
2023
Q4 | $6.26M | Sell |
11,886
-1,392
| -10% | -$733K | 0.19% | 130 |
|
|
2023
Q3 | $6.69M | Sell |
13,278
-5,605
| -30% | -$2.83M | 0.24% | 97 |
|
|
2023
Q2 | $9.08M | Buy |
18,883
+920
| +5% | +$442K | 0.36% | 61 |
|
|
2023
Q1 | $8.49M | Buy |
17,963
+6,004
| +50% | +$2.84M | 0.36% | 58 |
|
|
2022
Q4 | $6.34M | Sell |
11,959
-5,109
| -30% | -$2.71M | 0.28% | 91 |
|
|
2022
Q3 | $8.62M | Buy |
17,068
+1,820
| +12% | +$919K | 0.41% | 56 |
|
|
2022
Q2 | $7.83M | Buy |
15,248
+4,159
| +38% | +$2.14M | 0.37% | 62 |
|
|
2022
Q1 | $5.66M | Buy |
11,089
+1,444
| +15% | +$736K | 0.25% | 95 |
|
|
2021
Q4 | $4.84M | Sell |
9,645
-1,056
| -10% | -$530K | 0.2% | 112 |
|
|
2021
Q3 | $4.18M | Buy |
10,701
+186
| +2% | +$72.7K | 0.2% | 117 |
|
|
2021
Q2 | $4.26M | Sell |
10,515
-951
| -8% | -$385K | 0.21% | 114 |
|
|
2021
Q1 | $4.21M | Buy |
11,466
+2,799
| +32% | +$1.03M | 0.24% | 96 |
|
|
2020
Q4 | $3.04M | Sell |
8,667
-101
| -1% | -$35.4K | 0.22% | 111 |
|
|
2020
Q3 | $2.73M | Buy |
8,768
+1,177
| +16% | +$367K | 0.24% | 99 |
|
|
2020
Q2 | $2.24M | Sell |
7,591
-1,723
| -18% | -$508K | 0.22% | 108 |
|
|
2020
Q1 | $2.32M | Buy |
9,314
+3,604
| +63% | +$899K | 0.31% | 88 |
|
|
2019
Q4 | $1.68M | Buy |
5,710
+2,307
| +68% | +$678K | 0.21% | 134 |
|
|
2019
Q3 | $740K | Sell |
3,403
-1,572
| -32% | -$342K | 0.12% | 189 |
|
|
2019
Q2 | $1.21M | Buy |
4,975
+1,042
| +26% | +$254K | 0.2% | 130 |
|
|
2019
Q1 | $973K | Buy |
3,933
+1,385
| +54% | +$343K | 0.15% | 181 |
|
|
2018
Q4 | $635K | Buy |
2,548
+178
| +8% | +$44.4K | 0.14% | 186 |
|
|
2018
Q3 | $631K | Buy |
2,370
+123
| +5% | +$32.7K | 0.13% | 203 |
|
|
2018
Q2 | $551K | Buy |
2,247
+236
| +12% | +$57.9K | 0.13% | 185 |
|
|
2018
Q1 | $430K | Buy |
2,011
+237
| +13% | +$50.7K | 0.11% | 216 |
|
|
2017
Q4 | $391K | Buy |
1,774
+43
| +2% | +$9.48K | 0.14% | 204 |
|
|
2017
Q3 | $339K | Buy |
1,731
+355
| +26% | +$69.5K | 0.15% | 196 |
|
|
2017
Q2 | $255K | Buy |
+1,376
| New | +$255K | 0.13% | 208 |
|