Kraft Davis & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
1,220
-36
| -3% | -$10.2K | 0.09% | 104 |
|
|
2025
Q1 | $535K | Sell |
1,256
-21
| -2% | -$8.94K | 0.17% | 69 |
|
|
2024
Q4 | $679K | Buy |
1,277
+9
| +0.7% | +$4.79K | 0.19% | 59 |
|
|
2024
Q3 | $719K | Hold |
1,268
| – | – | 0.21% | 59 |
|
|
2024
Q2 | $726K | Hold |
1,268
| – | – | 0.22% | 62 |
|
|
2024
Q1 | $648K | Buy |
1,268
+723
| +133% | +$370K | 0.2% | 65 |
|
|
2023
Q4 | $274K | Sell |
545
-32
| -6% | -$16.1K | 0.08% | 106 |
|
|
2023
Q3 | $294K | Buy |
577
+19
| +3% | +$9.7K | 0.11% | 82 |
|
|
2023
Q2 | $285K | Buy |
+558
| New | +$285K | 0.1% | 93 |
|
|
2022
Q4 | $283K | Buy |
+580
| New | +$283K | 0.11% | 77 |
|