MWM
Marietta Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
20,872
+1,983
| +10% | +$619K | 0.85% | 45 |
|
|
2025
Q1 | $9.89M | Buy |
18,889
+1,496
| +9% | +$784K | 1.45% | 23 |
|
|
2024
Q4 | $8.8M | Buy |
17,393
+970
| +6% | +$491K | 1.26% | 26 |
|
|
2024
Q3 | $9.6M | Buy |
16,423
+486
| +3% | +$284K | 1.4% | 20 |
|
|
2024
Q2 | $8.12M | Buy |
15,937
+596
| +4% | +$304K | 1.27% | 23 |
|
|
2024
Q1 | $7.59M | Buy |
15,341
+372
| +2% | +$184K | 1.25% | 25 |
|
|
2023
Q4 | $7.88M | Buy |
14,969
+87
| +0.6% | +$45.8K | 1.4% | 21 |
|
|
2023
Q3 | $7.5M | Sell |
14,882
-195
| -1% | -$98.3K | 1.49% | 18 |
|
|
2023
Q2 | $7.25M | Buy |
15,077
+1,171
| +8% | +$563K | 1.37% | 22 |
|
|
2023
Q1 | $6.57M | Buy |
13,906
+1,437
| +12% | +$679K | 1.4% | 21 |
|
|
2022
Q4 | $6.61M | Sell |
12,469
-247
| -2% | -$131K | 1.5% | 16 |
|
|
2022
Q3 | $6.42M | Sell |
12,716
-233
| -2% | -$118K | 1.6% | 19 |
|
|
2022
Q2 | $6.65M | Sell |
12,949
-451
| -3% | -$232K | 1.61% | 17 |
|
|
2022
Q1 | $6.83M | Sell |
13,400
-18
| -0.1% | -$9.18K | 1.43% | 24 |
|
|
2021
Q4 | $6.74M | Buy |
13,418
+267
| +2% | +$134K | 1.35% | 27 |
|
|
2021
Q3 | $5.14M | Buy |
13,151
+828
| +7% | +$324K | 1.12% | 36 |
|
|
2021
Q2 | $4.93M | Buy |
12,323
+1,159
| +10% | +$464K | 1.11% | 36 |
|
|
2021
Q1 | $4.15M | Buy |
11,164
+165
| +2% | +$61.4K | 1.03% | 40 |
|
|
2020
Q4 | $3.86M | Buy |
10,999
+234
| +2% | +$82.1K | 1.06% | 37 |
|
|
2020
Q3 | $3.36M | Sell |
10,765
-485
| -4% | -$151K | 1.05% | 38 |
|
|
2020
Q2 | $3.32M | Sell |
11,250
-20
| -0.2% | -$5.9K | 1.13% | 38 |
|
|
2020
Q1 | $2.81M | Buy |
11,270
+984
| +10% | +$245K | 1.1% | 39 |
|
|
2019
Q4 | $3.02M | Buy |
10,286
+183
| +2% | +$53.8K | 1% | 53 |
|
|
2019
Q3 | $2.2M | Buy |
10,103
+1,633
| +19% | +$355K | 0.8% | 60 |
|
|
2019
Q2 | $2.07M | Buy |
8,470
+961
| +13% | +$235K | 0.8% | 61 |
|
|
2019
Q1 | $1.86M | Buy |
7,509
+6,284
| +513% | +$1.55M | 0.76% | 61 |
|
|
2018
Q4 | $305K | Hold |
1,225
| – | – | 0.15% | 104 |
|
|
2018
Q3 | $326K | Buy |
1,225
+136
| +12% | +$36.2K | 0.14% | 112 |
|
|
2018
Q2 | $267K | Hold |
1,089
| – | – | 0.13% | 115 |
|
|
2018
Q1 | $233K | Buy |
1,089
+70
| +7% | +$15K | 0.12% | 112 |
|
|
2017
Q4 | $225K | Sell |
1,019
-120
| -11% | -$26.5K | 0.12% | 105 |
|
|
2017
Q3 | $223K | Buy |
+1,139
| New | +$223K | 0.12% | 110 |
|
|
2017
Q1 | – | Sell |
-1,404
| Closed | -$225K | – | 123 |
|
|
2016
Q4 | $225K | Buy |
+1,404
| New | +$225K | 0.18% | 112 |
|