MAM
Mainsail Asset Management’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-590
| Closed | -$309K | – | 64 |
|
2025
Q1 | $309K | Buy |
590
+40
| +7% | +$21K | 0.21% | 44 |
|
2024
Q4 | $278K | Hold |
550
| – | – | 0.19% | 48 |
|
2024
Q3 | $322K | Hold |
550
| – | – | 0.24% | 40 |
|
2024
Q2 | $280K | Hold |
550
| – | – | 0.22% | 43 |
|
2024
Q1 | $272K | Hold |
550
| – | – | 0.22% | 41 |
|
2023
Q4 | $290K | Buy |
+550
| New | +$290K | 0.27% | 35 |
|