Walter & Keenan Wealth Management’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 | $1.12M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $2.31M | Hold |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.21M | Hold |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $2.15M | Hold |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $946K | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $914K | Buy |
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|
2019
Q3 | $598K | Hold |
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|
2019
Q2 | $671K | Buy |
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|
2019
Q1 | $532K | Buy |
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