UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,412 Value ($000) $796 Avg Close $337.21 Range $302.50 - $378.46

Q2 2025

Shares 3,289 Value ($000) $1,026 Avg Close $374.94 Range $243.94 - $594.32

Q1 2025

Shares 2,757 Value ($000) $1,444 Avg Close $499.48 Range $427.96 - $540.60

Q4 2024

Shares 2,757 Value ($000) $1,395 Avg Close $552.89 Range $464.38 - $613.22

Q3 2024

Shares 2,823 Value ($000) $1,651 Avg Close $548.30 Range $469.38 - $588.97

Q2 2024

Shares 2,856 Value ($000) $1,454 Avg Close $473.12 Range $420.98 - $509.52

Q1 2024

Shares 3,159 Value ($000) $1,563 Avg Close $488.97 Range $449.89 - $527.55

Q4 2023

Shares 3,398 Value ($000) $1,789 Avg Close $511.31 Range $481.83 - $533.02

Q3 2023

Shares 3,539 Value ($000) $1,784 Avg Close $469.94 Range $426.58 - $492.38

Q2 2023

Shares 3,517 Value ($000) $1,690 Avg Close $464.88 Range $423.41 - $503.95

Q1 2023

Shares 3,518 Value ($000) $1,663 Avg Close $457.25 Range $434.73 - $497.60

Q4 2022

Shares 3,537 Value ($000) $1,875 Avg Close $500.41 Range $460.31 - $526.71

Q3 2022

Shares 3,725 Value ($000) $1,881 Avg Close $495.09 Range $463.11 - $520.39

Q2 2022

Shares 3,881 Value ($000) $1,993 Avg Close $471.05 Range $423.08 - $518.69

Q1 2022

Shares 4,210 Value ($000) $2,147 Avg Close $451.15 Range $416.63 - $489.25

Q4 2021

Shares 4,476 Value ($000) $2,248 Avg Close $422.19 Range $356.94 - $475.98

Q3 2021

Shares 4,362 Value ($000) $1,704 Avg Close $384.84 Range $363.78 - $400.47

Q2 2021

Shares 4,422 Value ($000) $1,771 Avg Close $369.03 Range $333.51 - $394.04

Q1 2021

Shares 4,621 Value ($000) $1,719 Avg Close $319.66 Range $295.28 - $351.97

Q4 2020

Shares 5,033 Value ($000) $1,765 Avg Close $308.19 Range $275.16 - $337.94

Q3 2020

Shares 5,884 Value ($000) $1,834 Avg Close $281.21 Range $262.60 - $296.87

Q2 2020

Shares 5,147 Value ($000) $1,518 Avg Close $261.11 Range $205.85 - $287.65

Q1 2020

Shares 5,245 Value ($000) $1,308 Avg Close $249.73 Range $170.96 - $278.13

Q4 2019

Shares 5,500 Value ($000) $1,617 Avg Close $236.60 Range $191.58 - $272.04

Q3 2019

Shares 5,520 Value ($000) $1,200 Avg Close $217.12 Range $192.52 - $241.58

Q2 2019

Shares 5,503 Value ($000) $1,356 Avg Close $215.47 Range $186.25 - $227.91

Q1 2019

Shares 5,182 Value ($000) $1,281 Avg Close $227.63 Range $209.12 - $242.99

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,412	$796	$337.21	$302.50 - $378.46
Q2 2025	3,289	$1,026	$374.94	$243.94 - $594.32
Q1 2025	2,757	$1,444	$499.48	$427.96 - $540.60
Q4 2024	2,757	$1,395	$552.89	$464.38 - $613.22
Q3 2024	2,823	$1,651	$548.30	$469.38 - $588.97
Q2 2024	2,856	$1,454	$473.12	$420.98 - $509.52
Q1 2024	3,159	$1,563	$488.97	$449.89 - $527.55
Q4 2023	3,398	$1,789	$511.31	$481.83 - $533.02
Q3 2023	3,539	$1,784	$469.94	$426.58 - $492.38
Q2 2023	3,517	$1,690	$464.88	$423.41 - $503.95
Q1 2023	3,518	$1,663	$457.25	$434.73 - $497.60
Q4 2022	3,537	$1,875	$500.41	$460.31 - $526.71
Q3 2022	3,725	$1,881	$495.09	$463.11 - $520.39
Q2 2022	3,881	$1,993	$471.05	$423.08 - $518.69
Q1 2022	4,210	$2,147	$451.15	$416.63 - $489.25
Q4 2021	4,476	$2,248	$422.19	$356.94 - $475.98
Q3 2021	4,362	$1,704	$384.84	$363.78 - $400.47
Q2 2021	4,422	$1,771	$369.03	$333.51 - $394.04
Q1 2021	4,621	$1,719	$319.66	$295.28 - $351.97
Q4 2020	5,033	$1,765	$308.19	$275.16 - $337.94
Q3 2020	5,884	$1,834	$281.21	$262.60 - $296.87
Q2 2020	5,147	$1,518	$261.11	$205.85 - $287.65
Q1 2020	5,245	$1,308	$249.73	$170.96 - $278.13
Q4 2019	5,500	$1,617	$236.60	$191.58 - $272.04
Q3 2019	5,520	$1,200	$217.12	$192.52 - $241.58
Q2 2019	5,503	$1,356	$215.47	$186.25 - $227.91
Q1 2019	5,182	$1,281	$227.63	$209.12 - $242.99