KPP Advisory 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 | $1.65M | Buy |
5,300
+1,458
| +38% | +$455K | 0.27% | 83 |
|
|
2025
Q1 | $2.01M | Buy |
3,842
+372
| +11% | +$195K | 0.38% | 62 |
|
|
2024
Q4 | $1.76M | Sell |
3,470
-32
| -0.9% | -$16.2K | 0.41% | 61 |
|
|
2024
Q3 | $2.05M | Buy |
3,502
+42
| +1% | +$24.6K | 0.49% | 54 |
|
|
2024
Q2 | $1.76M | Buy |
3,460
+288
| +9% | +$147K | 0.47% | 51 |
|
|
2024
Q1 | $1.57M | Buy |
3,172
+269
| +9% | +$133K | 0.43% | 58 |
|
|
2023
Q4 | $1.53M | Sell |
2,903
-495
| -15% | -$261K | 1.34% | 17 |
|
|
2023
Q3 | $1.71M | Buy |
+3,398
| New | +$1.71M | 0.57% | 44 |
|