Kuhn & Co Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-483
| Closed | -$253K | – | 135 |
|
|
2025
Q1 | $253K | Hold |
483
| – | – | 0.21% | 118 |
|
|
2024
Q4 | $244K | Hold |
483
| – | – | 0.21% | 117 |
|
|
2024
Q3 | $282K | Sell |
483
-45
| -9% | -$26.3K | 0.24% | 110 |
|
|
2024
Q2 | $269K | Buy |
528
+3
| +0.6% | +$1.53K | 0.24% | 110 |
|
|
2024
Q1 | $260K | Sell |
525
-1,514
| -74% | -$749K | 0.24% | 109 |
|
|
2023
Q4 | $1.07M | Buy |
+2,039
| New | +$1.07M | 1.1% | 29 |
|