KA
Kozak & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
1,183
-786
| -40% | -$238K | 0.07% | 54 |
|
|
2025
Q1 | $1.16M | Sell |
1,969
-39
| -2% | -$22.9K | 0.29% | 23 |
|
|
2024
Q4 | $1.03M | Sell |
2,008
-71
| -3% | -$36.4K | 0.24% | 25 |
|
|
2024
Q3 | $1.19M | Buy |
2,079
+12
| +0.6% | +$6.86K | 0.28% | 21 |
|
|
2024
Q2 | $1.01M | Sell |
2,067
-483
| -19% | -$237K | 0.25% | 21 |
|
|
2024
Q1 | $1.33M | Buy |
2,550
+10
| +0.4% | +$5.21K | 0.36% | 20 |
|
|
2023
Q4 | $1.32M | Sell |
2,540
-901
| -26% | -$468K | 0.42% | 18 |
|
|
2023
Q3 | $1.81M | Sell |
3,441
-451
| -12% | -$237K | 0.66% | 17 |
|
|
2023
Q2 | $1.86M | Buy |
3,892
+10
| +0.3% | +$4.78K | 0.75% | 13 |
|
|
2023
Q1 | $1.83M | Sell |
3,882
-527
| -12% | -$249K | 0.82% | 13 |
|
|
2022
Q4 | $2.34M | Sell |
4,409
-11
| -0.2% | -$5.83K | 1.16% | 10 |
|
|
2022
Q3 | $2.21M | Buy |
4,420
+53
| +1% | +$26.5K | 1.39% | 9 |
|
|
2022
Q2 | $2.24M | Buy |
4,367
+512
| +13% | +$263K | 1.49% | 7 |
|
|
2022
Q1 | $1.9M | Hold |
3,855
| – | – | 1.21% | 7 |
|
|
2021
Q4 | $1.9M | Buy |
3,855
+309
| +9% | +$152K | 1.21% | 7 |
|
|
2021
Q3 | $1.6M | Buy |
+3,546
| New | +$1.6M | 0.94% | 9 |
|
|
2020
Q4 | $923K | Buy |
+2,843
| New | +$923K | 0.71% | 15 |
|