Massachusetts 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 | – | Sell |
-407
| Closed | -$213K | – | 95 |
|
|
2025
Q1 | $213K | Sell |
407
-50
| -11% | -$26.2K | 0.15% | 80 |
|
|
2024
Q4 | $231K | Hold |
457
| – | – | 0.14% | 88 |
|
|
2024
Q3 | $267K | Hold |
457
| – | – | 0.17% | 83 |
|
|
2024
Q2 | $233K | Hold |
457
| – | – | 0.16% | 90 |
|
|
2024
Q1 | $226K | Sell |
457
-250
| -35% | -$124K | 0.16% | 89 |
|
|
2023
Q4 | $372K | Hold |
707
| – | – | 0.3% | 78 |
|
|
2023
Q3 | $356K | Hold |
707
| – | – | 0.33% | 75 |
|
|
2023
Q2 | $340K | Buy |
707
+250
| +55% | +$120K | 0.33% | 72 |
|
|
2023
Q1 | $216K | Sell |
457
-250
| -35% | -$118K | 0.22% | 76 |
|
|
2022
Q4 | $353K | Buy |
+707
| New | +$353K | 0.34% | 68 |
|