ADMI
Albert D. Mason Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
873
-21
| -2% | -$6.55K | 0.2% | 116 |
|
|
2025
Q1 | $468K | Hold |
894
| – | – | 0.32% | 97 |
|
|
2024
Q4 | $452K | Buy |
894
+3
| +0.3% | +$1.52K | 0.3% | 98 |
|
|
2024
Q3 | $521K | Buy |
891
+5
| +0.6% | +$2.92K | 0.33% | 97 |
|
|
2024
Q2 | $451K | Sell |
886
-4
| -0.4% | -$2.04K | 0.3% | 103 |
|
|
2024
Q1 | $440K | Sell |
890
-8
| -0.9% | -$3.96K | 0.27% | 114 |
|
|
2023
Q4 | $473K | Hold |
898
| – | – | 0.31% | 108 |
|
|
2023
Q3 | $453K | Buy |
898
+30
| +3% | +$15.1K | 0.33% | 111 |
|
|
2023
Q2 | $417K | Buy |
868
+274
| +46% | +$132K | 0.29% | 116 |
|
|
2023
Q1 | $281K | Buy |
594
+68
| +13% | +$32.2K | 0.19% | 127 |
|
|
2022
Q4 | $279K | Buy |
526
+44
| +9% | +$23.3K | 0.2% | 128 |
|
|
2022
Q3 | $243K | Buy |
482
+5
| +1% | +$2.52K | 0.19% | 135 |
|
|
2022
Q2 | $245K | Hold |
477
| – | – | 0.18% | 132 |
|
|
2022
Q1 | $243K | Hold |
477
| – | – | 0.16% | 139 |
|
|
2021
Q4 | $240K | Buy |
+477
| New | +$240K | 0.14% | 146 |
|