Mascoma Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $189K | Hold |
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|
2025
Q2 | $171K | Sell |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $282K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $231K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $186K | Hold |
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|
2017
Q4 | $202K | Sell |
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|
2017
Q3 | $198K | Sell |
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|
2017
Q2 | $210K | Buy |
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|
2017
Q1 | $166K | Hold |
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|
2016
Q4 | $162K | Buy |
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