Mason & Associates (California)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
2,784
-364
| -12% | -$114K | 0.2% | 52 |
|
|
2025
Q1 | $1.65M | Sell |
3,148
-953
| -23% | -$499K | 0.41% | 38 |
|
|
2024
Q4 | $2.07M | Buy |
4,101
+17
| +0.4% | +$8.6K | 0.49% | 34 |
|
|
2024
Q3 | $2.39M | Sell |
4,084
-22
| -0.5% | -$12.9K | 0.6% | 32 |
|
|
2024
Q2 | $2.09M | Buy |
4,106
+768
| +23% | +$391K | 0.56% | 31 |
|
|
2024
Q1 | $1.65M | Buy |
3,338
+161
| +5% | +$79.7K | 0.44% | 32 |
|
|
2023
Q4 | $1.67M | Sell |
3,177
-86
| -3% | -$45.3K | 0.49% | 22 |
|
|
2023
Q3 | $1.65M | Buy |
3,263
+252
| +8% | +$127K | 0.53% | 24 |
|
|
2023
Q2 | $1.45M | Buy |
3,011
+479
| +19% | +$230K | 0.43% | 28 |
|
|
2023
Q1 | $1.2M | Sell |
2,532
-15
| -0.6% | -$7.09K | 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% | +$16.2K | 0.45% | 25 |
|
|
2022
Q2 | $1.29M | Hold |
2,510
| – | – | 0.45% | 26 |
|
|
2022
Q1 | $1.28M | Sell |
2,510
-331
| -12% | -$169K | 0.39% | 36 |
|
|
2021
Q4 | $1.43M | Buy |
+2,841
| New | +$1.43M | 0.43% | 33 |
|