Mason & Associates (California)’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$728K	Sell	2,782 -197	-7%	-$58.7K	0.14%	88
2025 Q4	$983K	Buy	2,979 +110	+4%	+$37.3K	0.19%	63
2025 Q3	$991K	Buy	2,869 +85	+3%	+$25.7K	0.2%	50
2025 Q2	$869K	Sell	2,784 -364	-12%	-$139K	0.2%	52
2025 Q1	$1.65M	Sell	3,148 -953	-23%	-$487K	0.41%	38
2024 Q4	$2.07M	Buy	4,101 +17	+0.4%	+$9.66K	0.49%	34
2024 Q3	$2.39M	Sell	4,084 -22	-0.5%	-$12.4K	0.6%	32
2024 Q2	$2.09M	Buy	4,106 +768	+23%	+$376K	0.56%	31
2024 Q1	$1.65M	Buy	3,338 +161	+5%	+$81.8K	0.44%	32
2023 Q4	$1.67M	Sell	3,177 -86	-3%	-$45.9K	0.49%	22
2023 Q3	$1.65M	Buy	3,263 +252	+8%	+$124K	0.53%	24
2023 Q2	$1.45M	Buy	3,011 +479	+19%	+$234K	0.43%	28
2023 Q1	$1.2M	Sell	2,532 -15	-0.6%	-$7.24K	0.37%	29
2022 Q4	$1.35M	Buy	2,547 +5	+0.2%	+$2.65K	0.43%	23
2022 Q3	$1.28M	Buy	2,542 +32	+1%	+$16.8K	0.45%	25
2022 Q2	$1.29M	Hold	2,510	–	–	0.45%	26
2022 Q1	$1.28M	Sell	2,510 -331	-12%	-$160K	0.39%	36
2021 Q4	$1.43M	Buy	+2,841	New	+$1.29M	0.43%	33