KWA
Kingswood Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
6,921
-1,229
| -15% | -$383K | 0.17% | 129 |
|
|
2025
Q1 | $4.27M | Sell |
8,150
-1,982
| -20% | -$1.04M | 0.39% | 48 |
|
|
2024
Q4 | $5.13M | Sell |
10,132
-9,740
| -49% | -$4.93M | 0.38% | 44 |
|
|
2024
Q3 | $11.6M | Buy |
19,872
+4,770
| +32% | +$2.79M | 0.83% | 17 |
|
|
2024
Q2 | $7.69M | Buy |
15,102
+646
| +4% | +$329K | 0.69% | 17 |
|
|
2024
Q1 | $7.15M | Sell |
14,456
-1,274
| -8% | -$630K | 0.82% | 14 |
|
|
2023
Q4 | $8.28M | Buy |
15,730
+14,080
| +853% | +$7.41M | 0.94% | 12 |
|
|
2023
Q3 | $7.33M | Sell |
1,650
-3,021
| -65% | -$13.4M | 1.25% | 12 |
|
|
2023
Q2 | $2.25M | Buy |
+4,671
| New | +$2.25M | 0.72% | 33 |
|