KKM Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
6,960
+1,169
| +20% | +$365K | 0.76% | 55 |
|
|
2025
Q1 | $3.03M | Buy |
5,791
+352
| +6% | +$184K | 1.28% | 24 |
|
|
2024
Q4 | $2.75M | Buy |
5,439
+206
| +4% | +$104K | 1.15% | 30 |
|
|
2024
Q3 | $3.06M | Buy |
5,233
+259
| +5% | +$151K | 1.51% | 19 |
|
|
2024
Q2 | $2.51M | Buy |
4,974
+36
| +0.7% | +$18.2K | 1.19% | 27 |
|
|
2024
Q1 | $2.44M | Buy |
4,938
+313
| +7% | +$155K | 1.19% | 30 |
|
|
2023
Q4 | $2.43M | Buy |
+4,625
| New | +$2.43M | 1.53% | 16 |
|