Albert D. Mason Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $521K | Buy |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $473K | Hold |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $240K | Buy |
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