MSWM
Mader & Shannon Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
14,706
-4
| -0% | -$1.25K | 2.5% | 12 |
|
|
2025
Q1 | $7.7M | Buy |
14,710
+1,640
| +13% | +$859K | 4.4% | 7 |
|
|
2024
Q4 | $6.61M | Sell |
13,070
-417
| -3% | -$211K | 4.09% | 8 |
|
|
2024
Q3 | $7.89M | Sell |
13,487
-751
| -5% | -$439K | 4.59% | 9 |
|
|
2024
Q2 | $7.25M | Sell |
14,238
-652
| -4% | -$332K | 4.36% | 9 |
|
|
2024
Q1 | $7.37M | Buy |
14,890
+408
| +3% | +$202K | 4.13% | 8 |
|
|
2023
Q4 | $7.62M | Sell |
14,482
-66
| -0.5% | -$34.7K | 4.34% | 8 |
|
|
2023
Q3 | $7.33M | Buy |
14,548
+386
| +3% | +$195K | 4.82% | 6 |
|
|
2023
Q2 | $6.81M | Buy |
14,162
+689
| +5% | +$331K | 4.2% | 12 |
|
|
2023
Q1 | $6.37M | Sell |
13,473
-1,594
| -11% | -$753K | 4.2% | 12 |
|
|
2022
Q4 | $7.99M | Buy |
15,067
+1,478
| +11% | +$784K | 5.29% | 10 |
|
|
2022
Q3 | $6.86M | Sell |
13,589
-3,269
| -19% | -$1.65M | 7.48% | 4 |
|
|
2022
Q2 | $8.66M | Sell |
16,858
-228
| -1% | -$117K | 5.17% | 5 |
|
|
2022
Q1 | $8.71M | Buy |
17,086
+300
| +2% | +$153K | 4.73% | 4 |
|
|
2021
Q4 | $8.43M | Buy |
16,786
+242
| +1% | +$122K | 4.66% | 7 |
|
|
2021
Q3 | $6.46M | Sell |
16,544
-5
| -0% | -$1.95K | 4.13% | 10 |
|
|
2021
Q2 | $6.63M | Buy |
16,549
+178
| +1% | +$71.3K | 3.41% | 10 |
|
|
2021
Q1 | $6.09M | Buy |
16,371
+11,644
| +246% | +$4.33M | 3.56% | 11 |
|
|
2020
Q4 | $1.66M | Buy |
+4,727
| New | +$1.66M | 1.1% | 23 |
|
|
2019
Q2 | – | Sell |
-15,188
| Closed | -$3.76M | – | 18 |
|
|
2019
Q1 | $3.76M | Buy |
15,188
+859
| +6% | +$212K | 3.37% | 7 |
|
|
2018
Q4 | $3.57M | Buy |
+14,329
| New | +$3.57M | 2.91% | 8 |
|
|
2018
Q3 | – | Sell |
-15,419
| Closed | -$3.78M | – | 23 |
|
|
2018
Q2 | $3.78M | Buy |
+15,419
| New | +$3.78M | 4.57% | 7 |
|
|
2015
Q3 | – | Sell |
-77,859
| Closed | -$9.5M | – | 14 |
|
|
2015
Q2 | $9.5M | Buy |
+77,859
| New | +$9.5M | 10.85% | 5 |
|
|
2014
Q3 | – | Sell |
-24,873
| Closed | -$2.03M | – | 27 |
|
|
2014
Q2 | $2.03M | Buy |
+24,873
| New | +$2.03M | 1.56% | 24 |
|