Kowal Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $870K | Buy |
1,488
+319
| +27% | +$187K | 0.16% | 84 |
|
|
2024
Q2 | $596K | Buy |
1,169
+7
| +0.6% | +$3.57K | 0.12% | 94 |
|
|
2024
Q1 | $575K | Sell |
1,162
-250
| -18% | -$124K | 0.12% | 92 |
|
|
2023
Q4 | $743K | Buy |
1,412
+171
| +14% | +$90K | 0.17% | 75 |
|
|
2023
Q3 | $626K | Buy |
1,241
+72
| +6% | +$36.3K | 0.17% | 72 |
|
|
2023
Q2 | $562K | Buy |
1,169
+4
| +0.3% | +$1.92K | 0.15% | 76 |
|
|
2023
Q1 | $551K | Sell |
1,165
-70
| -6% | -$33.1K | 0.16% | 71 |
|
|
2022
Q4 | $655K | Buy |
1,235
+210
| +20% | +$111K | 0.2% | 71 |
|
|
2022
Q3 | $517K | Buy |
1,025
+67
| +7% | +$33.8K | 0.18% | 69 |
|
|
2022
Q2 | $492K | Buy |
958
+164
| +21% | +$84.2K | 0.16% | 63 |
|
|
2022
Q1 | $405K | Buy |
794
+9
| +1% | +$4.59K | 0.12% | 77 |
|
|
2021
Q4 | $394K | Buy |
785
+169
| +27% | +$84.8K | 0.12% | 66 |
|
|
2021
Q3 | $241K | Buy |
616
+55
| +10% | +$21.5K | 0.08% | 85 |
|
|
2021
Q2 | $225K | Sell |
561
-8
| -1% | -$3.21K | 0.08% | 93 |
|
|
2021
Q1 | $212K | Sell |
569
-152
| -21% | -$56.6K | 0.09% | 88 |
|
|
2020
Q4 | $258K | Buy |
+721
| New | +$258K | 0.12% | 71 |
|