Marks Group Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
19,660
+524
| +3% | +$163K | 0.57% | 76 |
|
|
2025
Q1 | $10M | Sell |
19,136
-12,090
| -39% | -$6.33M | 0.96% | 17 |
|
|
2024
Q4 | $15.8M | Buy |
31,226
+720
| +2% | +$364K | 1.56% | 6 |
|
|
2024
Q3 | $17.8M | Sell |
30,506
-108
| -0.4% | -$63.1K | 1.7% | 4 |
|
|
2024
Q2 | $15.6M | Buy |
30,614
+1,899
| +7% | +$967K | 1.64% | 4 |
|
|
2024
Q1 | $14.2M | Buy |
28,715
+1,312
| +5% | +$649K | 1.48% | 7 |
|
|
2023
Q4 | $14.4M | Buy |
27,403
+598
| +2% | +$315K | 1.64% | 5 |
|
|
2023
Q3 | $13.5M | Buy |
26,805
+445
| +2% | +$224K | 1.67% | 5 |
|
|
2023
Q2 | $12.7M | Buy |
26,360
+449
| +2% | +$216K | 1.51% | 6 |
|
|
2023
Q1 | $12.2M | Buy |
25,911
+645
| +3% | +$305K | 1.56% | 5 |
|
|
2022
Q4 | $13.4M | Buy |
25,266
+190
| +0.8% | +$101K | 1.83% | 4 |
|
|
2022
Q3 | $12.7M | Buy |
25,076
+520
| +2% | +$263K | 1.93% | 2 |
|
|
2022
Q2 | $12.6M | Sell |
24,556
-4,120
| -14% | -$2.12M | 1.82% | 2 |
|
|
2022
Q1 | $14.6M | Buy |
28,676
+1,321
| +5% | +$674K | 1.84% | 4 |
|
|
2021
Q4 | $13.9M | Buy |
27,355
+524
| +2% | +$266K | 1.69% | 4 |
|
|
2021
Q3 | $10.5M | Sell |
26,831
-907
| -3% | -$355K | 1.42% | 7 |
|
|
2021
Q2 | $11.1M | Sell |
27,738
-621
| -2% | -$249K | 1.53% | 6 |
|
|
2021
Q1 | $10.5M | Buy |
28,359
+180
| +0.6% | +$66.8K | 1.56% | 7 |
|
|
2020
Q4 | $9.88M | Buy |
28,179
+443
| +2% | +$155K | 1.54% | 7 |
|
|
2020
Q3 | $8.65M | Buy |
27,736
+836
| +3% | +$261K | 1.56% | 6 |
|
|
2020
Q2 | $7.94M | Buy |
26,900
+14,692
| +120% | +$4.34M | 1.61% | 3 |
|
|
2020
Q1 | $3M | Buy |
12,208
+245
| +2% | +$60.2K | 0.77% | 61 |
|
|
2019
Q4 | $3.52M | Buy |
+11,963
| New | +$3.52M | 0.69% | 66 |
|