KWMG LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $21K | Sell |
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|
2018
Q2 | $21K | Buy |
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