M. Kraus & Co’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 |
-575
| Closed | -$301K | – | 84 |
|
|
2025
Q1 | $301K | Sell |
575
-2
| -0.3% | -$1.05K | 0.09% | 67 |
|
|
2024
Q4 | $292K | Sell |
577
-16
| -3% | -$8.09K | 0.09% | 67 |
|
|
2024
Q3 | $347K | Sell |
593
-52
| -8% | -$30.4K | 0.1% | 60 |
|
|
2024
Q2 | $328K | Hold |
645
| – | – | 0.1% | 59 |
|
|
2024
Q1 | $319K | Hold |
645
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $340K | Sell |
645
-10
| -2% | -$5.27K | 0.11% | 59 |
|
|
2023
Q3 | $330K | Hold |
655
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $315K | Buy |
655
+70
| +12% | +$33.6K | 0.11% | 64 |
|
|
2023
Q1 | $276K | Buy |
585
+44
| +8% | +$20.8K | 0.1% | 68 |
|
|
2022
Q4 | $287K | Buy |
+541
| New | +$287K | 0.11% | 64 |
|