WKWM
Walter & Keenan Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
3,594
-137
| -4% | -$42.7K | 0.33% | 67 |
|
|
2025
Q1 | $1.95M | Buy |
3,731
+155
| +4% | +$81.2K | 0.59% | 47 |
|
|
2024
Q4 | $1.81M | Buy |
3,576
+9
| +0.3% | +$4.55K | 0.55% | 51 |
|
|
2024
Q3 | $2.09M | Sell |
3,567
-100
| -3% | -$58.5K | 0.63% | 45 |
|
|
2024
Q2 | $1.87M | Buy |
3,667
+56
| +2% | +$28.5K | 0.59% | 48 |
|
|
2024
Q1 | $1.79M | Buy |
3,611
+20
| +0.6% | +$9.89K | 0.59% | 49 |
|
|
2023
Q4 | $1.89M | Sell |
3,591
-53
| -1% | -$27.9K | 0.68% | 41 |
|
|
2023
Q3 | $1.84M | Sell |
3,644
-4
| -0.1% | -$2.02K | 0.72% | 38 |
|
|
2023
Q2 | $1.75M | Buy |
3,648
+30
| +0.8% | +$14.4K | 0.64% | 42 |
|
|
2023
Q1 | $1.71M | Sell |
3,618
-746
| -17% | -$353K | 0.65% | 45 |
|
|
2022
Q4 | $2.31M | Hold |
4,364
| – | – | 0.91% | 38 |
|
|
2022
Q3 | $2.2M | Buy |
4,364
+67
| +2% | +$33.8K | 0.93% | 38 |
|
|
2022
Q2 | $2.21M | Hold |
4,297
| – | – | 0.87% | 39 |
|
|
2022
Q1 | $2.19M | Buy |
4,297
+10
| +0.2% | +$5.1K | 0.74% | 45 |
|
|
2021
Q4 | $2.15M | Hold |
4,287
| – | – | 0.7% | 48 |
|
|
2021
Q3 | $1.68M | Buy |
4,287
+123
| +3% | +$48.1K | 0.57% | 52 |
|
|
2021
Q2 | $1.67M | Buy |
4,164
+88
| +2% | +$35.2K | 0.57% | 53 |
|
|
2021
Q1 | $1.52M | Buy |
4,076
+710
| +21% | +$264K | 0.54% | 55 |
|
|
2020
Q4 | $1.18M | Buy |
3,366
+107
| +3% | +$37.5K | 0.43% | 66 |
|
|
2020
Q3 | $1.02M | Buy |
3,259
+50
| +2% | +$15.6K | 0.4% | 65 |
|
|
2020
Q2 | $946K | Sell |
3,209
-1,312
| -29% | -$387K | 0.38% | 66 |
|
|
2020
Q1 | $1.07M | Buy |
4,521
+1,412
| +45% | +$335K | 0.43% | 36 |
|
|
2019
Q4 | $914K | Buy |
3,109
+359
| +13% | +$106K | 0.35% | 67 |
|
|
2019
Q3 | $598K | Hold |
2,750
| – | – | 0.23% | 87 |
|
|
2019
Q2 | $671K | Buy |
2,750
+600
| +28% | +$146K | 0.3% | 74 |
|
|
2019
Q1 | $532K | Buy |
+2,150
| New | +$532K | 0.23% | 83 |
|