M&R Capital Management’s UnitedHealth UNH Stock Holding History

M&R Capital Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$3.72M	Sell	6,364 -4	-0.1%	-$2.34K	0.82%	29
2024 Q2	$3.24M	Buy	6,368 +228	+4%	+$116K	0.77%	30
2024 Q1	$3.04M	Sell	6,140 -312	-5%	-$154K	0.74%	33
2023 Q4	$3.4M	Buy	6,452 +81	+1%	+$42.6K	0.85%	27
2023 Q3	$3.21M	Buy	6,371 +70	+1%	+$35.3K	0.88%	27
2023 Q2	$3.03M	Buy	6,301 +723	+13%	+$348K	0.79%	30
2023 Q1	$2.64M	Buy	5,578 +114	+2%	+$53.9K	0.74%	32
2022 Q4	$2.9M	Buy	5,464 +3	+0.1%	+$1.59K	0.8%	31
2022 Q3	$2.76M	Buy	5,461 +41	+0.8%	+$20.7K	0.78%	33
2022 Q2	$2.78M	Sell	5,420 -46	-0.8%	-$23.6K	0.73%	34
2022 Q1	$2.79M	Buy	5,466 +135	+3%	+$68.9K	0.6%	38
2021 Q4	$2.68M	Buy	5,331 +89	+2%	+$44.7K	0.55%	40
2021 Q3	$2.05M	Buy	5,242 +639	+14%	+$250K	0.46%	44
2021 Q2	$1.84M	Buy	4,603 +472	+11%	+$189K	0.42%	45
2021 Q1	$1.54M	Buy	4,131 +500	+14%	+$186K	0.38%	51
2020 Q4	$1.27M	Sell	3,631 -20	-0.5%	-$7.01K	0.29%	60
2020 Q3	$1.14M	Hold	3,651	–	–	0.28%	63
2020 Q2	$1.08M	Buy	3,651 +50	+1%	+$14.7K	0.29%	65
2020 Q1	$898K	Buy	3,601 +950	+36%	+$237K	0.27%	76
2019 Q4	$779K	Sell	2,651 -1,010	-28%	-$297K	0.18%	95
2019 Q3	$795K	Buy	3,661 +290	+9%	+$63K	0.18%	98
2019 Q2	$822K	Buy	3,371 +115	+4%	+$28K	0.19%	97
2019 Q1	$771K	Buy	3,256 +445	+16%	+$105K	0.18%	100
2018 Q4	$700K	Buy	2,811 +25	+0.9%	+$6.23K	0.18%	96
2018 Q3	$741K	Buy	2,786 +25	+0.9%	+$6.65K	0.16%	104
2018 Q2	$677K	Buy	2,761 +100	+4%	+$24.5K	0.16%	106
2018 Q1	$569K	Buy	2,661 +660	+33%	+$141K	0.13%	120
2017 Q4	$441K	Buy	2,001 +351	+21%	+$77.4K	0.1%	137
2017 Q3	$323K	Buy	1,650 +100	+6%	+$19.6K	0.08%	147
2017 Q2	$299K	Buy	1,550 +200	+15%	+$38.6K	0.07%	149
2017 Q1	$221K	Buy	1,350 +1,348	+67,400%	+$221K	0.06%	175
2016 Q4	$0	Hold	2	–	–	﹤0.01%	584
2016 Q3	$0	Buy	+2	New	–	﹤0.01%	573