KL
KWMG LLC’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-383
| Closed | -$201K | – | 150 |
|
|
2025
Q1 | $201K | Sell |
383
-32
| -8% | -$16.8K | 0.02% | 141 |
|
|
2024
Q4 | $210K | Sell |
415
-1
| -0.2% | -$506 | 0.02% | 138 |
|
|
2024
Q3 | $243K | Sell |
416
-92
| -18% | -$53.8K | 0.02% | 130 |
|
|
2024
Q2 | $259K | Hold |
508
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $251K | Sell |
508
-8
| -2% | -$3.96K | 0.03% | 124 |
|
|
2023
Q4 | $272K | Sell |
516
-96
| -16% | -$50.5K | 0.03% | 127 |
|
|
2023
Q3 | $309K | Sell |
612
-41
| -6% | -$20.7K | 0.04% | 123 |
|
|
2023
Q2 | $314K | Sell |
653
-25
| -4% | -$12K | 0.04% | 126 |
|
|
2023
Q1 | $320K | Buy |
+678
| New | +$320K | 0.04% | 127 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$20K | – | 397 |
|
|
2019
Q1 | $20K | Hold |
79
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $20K | Hold |
79
| – | – | 0.01% | 224 |
|
|
2018
Q3 | $21K | Sell |
79
-5
| -6% | -$1.33K | 0.01% | 220 |
|
|
2018
Q2 | $21K | Buy |
+84
| New | +$21K | 0.01% | 214 |
|