MWAM
Manhattan West Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
10,094
+4,797
| +91% | +$1.5M | 0.73% | 41 |
|
|
2025
Q1 | $2.77M | Buy |
5,297
+312
| +6% | +$163K | 0.71% | 44 |
|
|
2024
Q4 | $2.52M | Buy |
4,985
+224
| +5% | +$113K | 0.68% | 46 |
|
|
2024
Q3 | $2.78M | Buy |
4,761
+95
| +2% | +$55.5K | 0.72% | 46 |
|
|
2024
Q2 | $2.38M | Sell |
4,666
-1,803
| -28% | -$918K | 0.64% | 50 |
|
|
2024
Q1 | $3.2M | Buy |
6,469
+955
| +17% | +$472K | 0.77% | 47 |
|
|
2023
Q4 | $2.9M | Buy |
5,514
+3,056
| +124% | +$1.61M | 0.81% | 38 |
|
|
2023
Q3 | $1.28M | Buy |
2,458
+1,369
| +126% | +$714K | 0.39% | 66 |
|
|
2023
Q2 | $523K | Buy |
1,089
+617
| +131% | +$297K | 0.2% | 92 |
|
|
2023
Q1 | $223K | Buy |
+472
| New | +$223K | 0.1% | 118 |
|