KLR Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$270K Sell
2023
Q4
$422K Buy
2023
Q3
$285K Sell
2023
Q2
$317K Buy
2023
Q1
$285K Sell
2022
Q4
$583K Buy