Klingenstein Fields & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $390K | Hold |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $499K | Hold |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $411K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.37M | Buy |
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