MAS Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-459
| Closed | -$240K | – | 71 |
|
|
2025
Q1 | $240K | Sell |
459
-44
| -9% | -$23.1K | 0.37% | 62 |
|
|
2024
Q4 | $255K | Sell |
503
-5
| -1% | -$2.53K | 0.43% | 60 |
|
|
2024
Q3 | $297K | Hold |
508
| – | – | 0.63% | 53 |
|
|
2024
Q2 | $259K | Buy |
508
+5
| +1% | +$2.55K | 0.62% | 55 |
|
|
2024
Q1 | $249K | Hold |
503
| – | – | 0.29% | 60 |
|
|
2023
Q4 | $265K | Hold |
503
| – | – | 0.34% | 54 |
|
|
2023
Q3 | $254K | Hold |
503
| – | – | 0.36% | 50 |
|
|
2023
Q2 | $242K | Hold |
503
| – | – | 0.34% | 50 |
|
|
2023
Q1 | $238K | Sell |
503
-79
| -14% | -$37.3K | 0.23% | 73 |
|
|
2022
Q4 | $309K | Sell |
582
-62
| -10% | -$32.9K | 0.29% | 63 |
|
|
2022
Q3 | $325K | Buy |
644
+160
| +33% | +$80.7K | 0.22% | 56 |
|
|
2022
Q2 | $248K | Buy |
484
+21
| +5% | +$10.8K | 0.22% | 67 |
|
|
2022
Q1 | $241K | Buy |
463
+45
| +11% | +$23.4K | 0.18% | 76 |
|
|
2021
Q4 | $211K | Buy |
+418
| New | +$211K | 0.15% | 93 |
|