Klingenstein Fields & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
964
+23
| +2% | +$7.18K | 0.01% | 150 |
|
|
2025
Q1 | $493K | Buy |
941
+13
| +1% | +$6.81K | 0.02% | 118 |
|
|
2024
Q4 | $469K | Buy |
928
+3
| +0.3% | +$1.52K | 0.02% | 118 |
|
|
2024
Q3 | $541K | Hold |
925
| – | – | 0.02% | 118 |
|
|
2024
Q2 | $471K | Buy |
925
+2
| +0.2% | +$1.02K | 0.02% | 119 |
|
|
2024
Q1 | $457K | Hold |
923
| – | – | 0.02% | 125 |
|
|
2023
Q4 | $486K | Hold |
923
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $465K | Buy |
923
+88
| +11% | +$44.4K | 0.02% | 117 |
|
|
2023
Q2 | $401K | Buy |
835
+10
| +1% | +$4.81K | 0.02% | 119 |
|
|
2023
Q1 | $390K | Hold |
825
| – | – | 0.02% | 121 |
|
|
2022
Q4 | $437K | Sell |
825
-9
| -1% | -$4.77K | 0.02% | 122 |
|
|
2022
Q3 | $421K | Sell |
834
-137
| -14% | -$69.2K | 0.02% | 122 |
|
|
2022
Q2 | $499K | Hold |
971
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $495K | Hold |
971
| – | – | 0.02% | 132 |
|
|
2021
Q4 | $488K | Sell |
971
-82
| -8% | -$41.2K | 0.02% | 134 |
|
|
2021
Q3 | $411K | Buy |
+1,053
| New | +$411K | 0.02% | 150 |
|
|
2013
Q3 | – | Sell |
-20,949
| Closed | -$1.37M | – | 323 |
|
|
2013
Q2 | $1.37M | Buy |
+20,949
| New | +$1.37M | 0.05% | 150 |
|