MSA
Marino Stram & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
711
-46
| -6% | -$14.3K | 0.04% | 168 |
|
|
2025
Q1 | $396K | Sell |
757
-1
| -0.1% | -$524 | 0.09% | 119 |
|
|
2024
Q4 | $383K | Buy |
758
+32
| +4% | +$16.2K | 0.08% | 119 |
|
|
2024
Q3 | $424K | Buy |
726
+8
| +1% | +$4.68K | 0.09% | 113 |
|
|
2024
Q2 | $366K | Buy |
718
+3
| +0.4% | +$1.53K | 0.09% | 120 |
|
|
2024
Q1 | $354K | Hold |
715
| – | – | 0.08% | 125 |
|
|
2023
Q4 | $376K | Buy |
715
+7
| +1% | +$3.68K | 0.1% | 123 |
|
|
2023
Q3 | $357K | Buy |
708
+11
| +2% | +$5.54K | 0.1% | 115 |
|
|
2023
Q2 | $335K | Buy |
697
+13
| +2% | +$6.25K | 0.09% | 123 |
|
|
2023
Q1 | $323K | Buy |
684
+11
| +2% | +$5.2K | 0.1% | 120 |
|
|
2022
Q4 | $357K | Buy |
673
+3
| +0.4% | +$1.59K | 0.11% | 108 |
|
|
2022
Q3 | $338K | Sell |
670
-3
| -0.4% | -$1.51K | 0.12% | 105 |
|
|
2022
Q2 | $346K | Buy |
673
+2
| +0.3% | +$1.03K | 0.12% | 114 |
|
|
2022
Q1 | $342K | Buy |
671
+9
| +1% | +$4.59K | 0.11% | 118 |
|
|
2021
Q4 | $333K | Hold |
662
| – | – | 0.1% | 121 |
|
|
2021
Q3 | $259K | Sell |
662
-13,812
| -95% | -$5.4M | 0.09% | 124 |
|
|
2021
Q2 | $5.8M | Buy |
14,474
+13,866
| +2,281% | +$5.55M | 1.51% | 14 |
|
|
2021
Q1 | $226K | Hold |
608
| – | – | 0.09% | 127 |
|
|
2020
Q4 | $213K | Buy |
+608
| New | +$213K | 0.09% | 118 |
|
|
2019
Q2 | – | Sell |
-359
| Closed | -$89K | – | 532 |
|
|
2019
Q1 | $89K | Hold |
359
| – | – | 0.06% | 127 |
|
|
2018
Q4 | $89K | Sell |
359
-38
| -10% | -$9.42K | 0.08% | 119 |
|
|
2018
Q3 | $106K | Buy |
397
+287
| +261% | +$76.6K | 0.08% | 125 |
|
|
2018
Q2 | $27K | Buy |
110
+4
| +4% | +$982 | 0.02% | 214 |
|
|
2018
Q1 | $23K | Buy |
106
+1
| +1% | +$217 | 0.02% | 237 |
|
|
2017
Q4 | $23K | Buy |
+105
| New | +$23K | 0.02% | 242 |
|