L.M. Kohn & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,744
-4
| -0.1% | -$1.25K | 0.31% | 59 |
|
|
2025
Q1 | $1.96M | Sell |
3,748
-707
| -16% | -$370K | 0.51% | 35 |
|
|
2024
Q4 | $2.25M | Sell |
4,455
-582
| -12% | -$294K | 0.58% | 31 |
|
|
2024
Q3 | $2.94M | Buy |
5,037
+81
| +2% | +$47.4K | 0.75% | 21 |
|
|
2024
Q2 | $2.52M | Sell |
4,956
-7
| -0.1% | -$3.57K | 0.68% | 23 |
|
|
2024
Q1 | $2.46M | Buy |
4,963
+717
| +17% | +$355K | 0.69% | 24 |
|
|
2023
Q4 | $2.24M | Buy |
4,246
+318
| +8% | +$167K | 0.71% | 21 |
|
|
2023
Q3 | $1.98M | Buy |
3,928
+3
| +0.1% | +$1.51K | 0.72% | 22 |
|
|
2023
Q2 | $1.89M | Buy |
3,925
+1,069
| +37% | +$514K | 0.71% | 25 |
|
|
2023
Q1 | $1.35M | Buy |
2,856
+127
| +5% | +$60K | 0.56% | 39 |
|
|
2022
Q4 | $1.45M | Buy |
2,729
+39
| +1% | +$20.7K | 0.68% | 29 |
|
|
2022
Q3 | $1.36M | Buy |
2,690
+12
| +0.4% | +$6.06K | 0.67% | 33 |
|
|
2022
Q2 | $1.38M | Buy |
2,678
+41
| +2% | +$21.1K | 0.64% | 35 |
|
|
2022
Q1 | $1.35M | Buy |
+2,637
| New | +$1.35M | 0.52% | 42 |
|