KLCM Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Hold |
3,177
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $1.66M | Sell |
3,177
-66
| -2% | -$34.6K | 0.19% | 62 |
|
|
2024
Q4 | $1.64M | Buy |
3,243
+50
| +2% | +$25.3K | 0.19% | 59 |
|
|
2024
Q3 | $1.87M | Sell |
3,193
-292
| -8% | -$171K | 0.22% | 59 |
|
|
2024
Q2 | $1.77M | Sell |
3,485
-25
| -0.7% | -$12.7K | 0.22% | 54 |
|
|
2024
Q1 | $1.74M | Sell |
3,510
-500
| -12% | -$247K | 0.22% | 53 |
|
|
2023
Q4 | $2.11M | Buy |
4,010
+1,196
| +43% | +$630K | 0.33% | 48 |
|
|
2023
Q3 | $1.42M | Sell |
2,814
-46
| -2% | -$23.2K | 0.27% | 50 |
|
|
2023
Q2 | $1.37M | Sell |
2,860
-722
| -20% | -$347K | 0.27% | 53 |
|
|
2023
Q1 | $1.69M | Buy |
3,582
+227
| +7% | +$107K | 0.34% | 48 |
|
|
2022
Q4 | $1.78M | Buy |
3,355
+100
| +3% | +$53K | 0.36% | 43 |
|
|
2022
Q3 | $1.64M | Buy |
+3,255
| New | +$1.64M | 0.39% | 45 |
|
|
2021
Q4 | – | Sell |
-578
| Closed | -$226K | – | 123 |
|
|
2021
Q3 | $226K | Hold |
578
| – | – | 0.05% | 99 |
|
|
2021
Q2 | $232K | Buy |
+578
| New | +$232K | 0.05% | 96 |
|
|
2015
Q3 | – | Sell |
-3,950
| Closed | -$482K | – | 125 |
|
|
2015
Q2 | $482K | Buy |
+3,950
| New | +$482K | 0.12% | 52 |
|