Massachusetts 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
Q2 | – | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $267K | Hold |
|
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $226K | Sell |
|
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $353K | Buy |
|