Klingman & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
1,159
-147
| -11% | -$45.9K | 0.02% | 220 |
|
|
2025
Q1 | $684K | Sell |
1,306
-574
| -31% | -$301K | 0.04% | 127 |
|
|
2024
Q4 | $951K | Sell |
1,880
-421
| -18% | -$213K | 0.06% | 106 |
|
|
2024
Q3 | $1.35M | Buy |
2,301
+1,375
| +148% | +$804K | 0.08% | 91 |
|
|
2024
Q2 | $472K | Sell |
926
-23
| -2% | -$11.7K | 0.03% | 140 |
|
|
2024
Q1 | $469K | Sell |
949
-70
| -7% | -$34.6K | 0.03% | 144 |
|
|
2023
Q4 | $536K | Sell |
1,019
-42
| -4% | -$22.1K | 0.04% | 128 |
|
|
2023
Q3 | $535K | Buy |
1,061
+1
| +0.1% | +$504 | 0.04% | 125 |
|
|
2023
Q2 | $509K | Buy |
1,060
+108
| +11% | +$51.9K | 0.04% | 127 |
|
|
2023
Q1 | $450K | Sell |
952
-136
| -13% | -$64.3K | 0.04% | 124 |
|
|
2022
Q4 | $577K | Buy |
1,088
+98
| +10% | +$52K | 0.05% | 110 |
|
|
2022
Q3 | $500K | Buy |
990
+43
| +5% | +$21.7K | 0.05% | 107 |
|
|
2022
Q2 | $486K | Buy |
947
+10
| +1% | +$5.13K | 0.05% | 111 |
|
|
2022
Q1 | $478K | Buy |
937
+5
| +0.5% | +$2.55K | 0.04% | 123 |
|
|
2021
Q4 | $468K | Buy |
932
+34
| +4% | +$17.1K | 0.04% | 111 |
|
|
2021
Q3 | $351K | Buy |
898
+110
| +14% | +$43K | 0.03% | 126 |
|
|
2021
Q2 | $316K | Buy |
788
+43
| +6% | +$17.2K | 0.03% | 129 |
|
|
2021
Q1 | $277K | Buy |
745
+66
| +10% | +$24.5K | 0.03% | 139 |
|
|
2020
Q4 | $238K | Buy |
+679
| New | +$238K | 0.03% | 140 |
|
|
2016
Q4 | – | Sell |
-185
| Closed | -$26K | – | 308 |
|
|
2016
Q3 | $26K | Buy |
+185
| New | +$26K | 0.01% | 244 |
|