Kolinsky Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.08M | Buy |
2,135
+21
| +1% | +$10.6K | 0.66% | 20 |
|
|
2024
Q3 | $1.24M | Sell |
2,114
-77
| -4% | -$45K | 0.8% | 17 |
|
|
2024
Q2 | $1.12M | Sell |
2,191
-253
| -10% | -$129K | 0.8% | 17 |
|
|
2024
Q1 | $1.21M | Sell |
2,444
-94
| -4% | -$46.5K | 0.92% | 16 |
|
|
2023
Q4 | $1.34M | Sell |
2,538
-14
| -0.5% | -$7.37K | 1.18% | 12 |
|
|
2023
Q3 | $1.29M | Buy |
2,552
+81
| +3% | +$40.8K | 1.28% | 10 |
|
|
2023
Q2 | $1.18M | Sell |
2,471
-77
| -3% | -$36.7K | 1.12% | 11 |
|
|
2023
Q1 | $1.2M | Buy |
2,548
+48
| +2% | +$22.7K | 1.28% | 9 |
|
|
2022
Q4 | $1.33M | Sell |
2,500
-62
| -2% | -$32.9K | 1.51% | 9 |
|
|
2022
Q3 | $1.29M | Buy |
2,562
+14
| +0.5% | +$7.07K | 1.62% | 9 |
|
|
2022
Q2 | $1.31M | Buy |
2,548
+61
| +2% | +$31.3K | 1.55% | 8 |
|
|
2022
Q1 | $1.27M | Buy |
2,487
+133
| +6% | +$67.8K | 1.24% | 9 |
|
|
2021
Q4 | $1.18M | Buy |
+2,354
| New | +$1.18M | 1.09% | 11 |
|