KWILP
Kiwi Wealth Investments Limited Partnership’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-73,100
| Closed | -$36.9M | – | 39 |
|
|
2023
Q3 | $36.9M | Buy |
73,100
+8,497
| +13% | +$4.28M | 4.02% | 12 |
|
|
2023
Q2 | $31.1M | Buy |
64,603
+3,555
| +6% | +$1.71M | 1.92% | 7 |
|
|
2023
Q1 | $28.9M | Sell |
61,048
-8,337
| -12% | -$3.94M | 1.87% | 7 |
|
|
2022
Q4 | $36.8M | Sell |
69,385
-5,097
| -7% | -$2.7M | 2.45% | 5 |
|
|
2022
Q3 | $38.3M | Hold |
74,482
| – | – | 2.65% | 5 |
|
|
2022
Q2 | $38.3M | Sell |
74,482
-11,424
| -13% | -$5.87M | 2.65% | 5 |
|
|
2022
Q1 | $43.8M | Sell |
85,906
-14,953
| -15% | -$7.63M | 2.37% | 5 |
|
|
2021
Q4 | $50.6M | Buy |
100,859
+21,729
| +27% | +$10.9M | 2.4% | 7 |
|
|
2021
Q3 | $30.9M | Sell |
79,130
-23,238
| -23% | -$9.08M | 1.58% | 9 |
|
|
2021
Q2 | $41M | Buy |
102,368
+18,626
| +22% | +$7.46M | 2.12% | 7 |
|
|
2021
Q1 | $31.2M | Buy |
83,742
+13,386
| +19% | +$4.98M | 1.8% | 7 |
|
|
2020
Q4 | $24.7M | Buy |
70,356
+36,804
| +110% | +$12.9M | 1.45% | 13 |
|
|
2020
Q3 | $10.5M | Sell |
33,552
-16,100
| -32% | -$5.02M | 0.73% | 36 |
|
|
2020
Q2 | $14.6M | Sell |
49,652
-1,550
| -3% | -$457K | 1.19% | 18 |
|
|
2020
Q1 | $12.8M | Sell |
51,202
-17,558
| -26% | -$4.38M | 1.28% | 22 |
|
|
2019
Q4 | $20.2M | Sell |
68,760
-4,504
| -6% | -$1.32M | 1.49% | 13 |
|
|
2019
Q3 | $15.9M | Buy |
73,264
+19,929
| +37% | +$4.33M | 1.28% | 19 |
|
|
2019
Q2 | $13M | Sell |
53,335
-7,890
| -13% | -$1.93M | 1.14% | 24 |
|
|
2019
Q1 | $15.1M | Sell |
61,225
-30,522
| -33% | -$7.55M | 1.38% | 19 |
|
|
2018
Q4 | $22.9M | Buy |
91,747
+5,540
| +6% | +$1.38M | 2.4% | 7 |
|
|
2018
Q3 | $22.9M | Buy |
86,207
+43,196
| +100% | +$11.5M | 2.15% | 7 |
|
|
2018
Q2 | $10.6M | Sell |
43,011
-23,397
| -35% | -$5.74M | 1% | 30 |
|
|
2018
Q1 | $14.2M | Buy |
66,408
+7,494
| +13% | +$1.6M | 1.4% | 16 |
|
|
2017
Q4 | $13M | Sell |
58,914
-6,083
| -9% | -$1.34M | 1.42% | 21 |
|
|
2017
Q3 | $12.7M | Buy |
64,997
+1,292
| +2% | +$253K | 1.53% | 25 |
|
|
2017
Q2 | $11.8M | Sell |
63,705
-15,323
| -19% | -$2.84M | 1.08% | 15 |
|
|
2017
Q1 | $13M | Sell |
79,028
-1,629
| -2% | -$267K | 1.07% | 16 |
|
|
2016
Q4 | $12.9M | Sell |
80,657
-22,558
| -22% | -$3.61M | 1.1% | 19 |
|
|
2016
Q3 | $14.5M | Sell |
103,215
-4,236
| -4% | -$593K | 1.25% | 17 |
|
|
2016
Q2 | $15.2M | Buy |
107,451
+20,295
| +23% | +$2.87M | 1.48% | 12 |
|
|
2016
Q1 | $11.2M | Buy |
+87,156
| New | +$11.2M | 1.15% | 29 |
|