Mascoma 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 | $171K | Sell |
547
-92
| -14% | -$28.7K | 0.04% | 97 |
|
|
2025
Q1 | $335K | Hold |
639
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $323K | Sell |
639
-15
| -2% | -$7.59K | 0.08% | 69 |
|
|
2024
Q3 | $382K | Sell |
654
-52
| -7% | -$30.4K | 0.1% | 66 |
|
|
2024
Q2 | $360K | Sell |
706
-129
| -15% | -$65.7K | 0.1% | 68 |
|
|
2024
Q1 | $413K | Hold |
835
| – | – | 0.12% | 63 |
|
|
2023
Q4 | $440K | Sell |
835
-23
| -3% | -$12.1K | 0.13% | 59 |
|
|
2023
Q3 | $433K | Buy |
858
+92
| +12% | +$46.4K | 0.14% | 65 |
|
|
2023
Q2 | $387K | Sell |
766
-99
| -11% | -$50.1K | 0.12% | 71 |
|
|
2023
Q1 | $426K | Sell |
865
-24
| -3% | -$11.8K | 0.12% | 78 |
|
|
2022
Q4 | $471K | Sell |
889
-163
| -15% | -$86.4K | 0.15% | 68 |
|
|
2022
Q3 | $531K | Buy |
1,052
+1
| +0.1% | +$505 | 0.18% | 65 |
|
|
2022
Q2 | $540K | Sell |
1,051
-36
| -3% | -$18.5K | 0.18% | 65 |
|
|
2022
Q1 | $554K | Buy |
1,087
+112
| +11% | +$57.1K | 0.18% | 69 |
|
|
2021
Q4 | $490K | Buy |
975
+109
| +13% | +$54.8K | 0.17% | 61 |
|
|
2021
Q3 | $338K | Sell |
866
-9
| -1% | -$3.51K | 0.13% | 81 |
|
|
2021
Q2 | $350K | Hold |
875
| – | – | 0.15% | 78 |
|
|
2021
Q1 | $326K | Buy |
875
+71
| +9% | +$26.5K | 0.14% | 80 |
|
|
2020
Q4 | $282K | Buy |
+804
| New | +$282K | 0.14% | 80 |
|
|
2019
Q3 | – | Sell |
-879
| Closed | -$214K | – | 321 |
|
|
2019
Q2 | $214K | Hold |
879
| – | – | 0.13% | 77 |
|
|
2019
Q1 | $217K | Buy |
879
+9
| +1% | +$2.22K | 0.15% | 67 |
|
|
2018
Q4 | $217K | Hold |
870
| – | – | 0.17% | 62 |
|
|
2018
Q3 | $231K | Hold |
870
| – | – | 0.15% | 71 |
|
|
2018
Q2 | $213K | Hold |
870
| – | – | 0.15% | 65 |
|
|
2018
Q1 | $186K | Hold |
870
| – | – | 0.12% | 74 |
|
|
2017
Q4 | $202K | Sell |
870
-140
| -14% | -$32.5K | 0.12% | 70 |
|
|
2017
Q3 | $198K | Sell |
1,010
-121
| -11% | -$23.7K | 0.13% | 74 |
|
|
2017
Q2 | $210K | Buy |
1,131
+121
| +12% | +$22.5K | 0.14% | 69 |
|
|
2017
Q1 | $166K | Hold |
1,010
| – | – | 0.12% | 74 |
|
|
2016
Q4 | $162K | Buy |
+1,010
| New | +$162K | 0.12% | 74 |
|