Kohmann Bosshard Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-608
| Closed | -$318K | – | 208 |
|
|
2025
Q1 | $318K | Hold |
608
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $308K | Hold |
608
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $355K | Buy |
608
+8
| +1% | +$4.68K | 0.04% | 140 |
|
|
2024
Q2 | $306K | Hold |
600
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $297K | Hold |
600
| – | – | 0.04% | 157 |
|
|
2023
Q4 | $316K | Buy |
600
+200
| +50% | +$105K | 0.05% | 146 |
|
|
2023
Q3 | $202K | Buy |
+400
| New | +$202K | 0.03% | 172 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$212K | – | 172 |
|
|
2022
Q4 | $212K | Hold |
400
| – | – | 0.04% | 143 |
|
|
2022
Q3 | $202K | Hold |
400
| – | – | 0.04% | 127 |
|
|
2022
Q2 | $205K | Hold |
400
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $204K | Sell |
400
-3
| -0.7% | -$1.53K | 0.04% | 133 |
|
|
2021
Q4 | $202K | Buy |
+403
| New | +$202K | 0.04% | 110 |
|
|
2020
Q3 | – | Sell |
-401
| Closed | -$119K | – | 126 |
|
|
2020
Q2 | $119K | Buy |
+401
| New | +$119K | 0.04% | 115 |
|