MPWT
MassMutual Private Wealth & Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
13,887
-17,655
| -56% | -$5.51M | 0.12% | 145 |
|
|
2025
Q1 | $16.5M | Sell |
31,542
-19,015
| -38% | -$9.96M | 0.48% | 56 |
|
|
2024
Q4 | $25.6M | Buy |
50,557
+1,233
| +2% | +$624K | 0.72% | 37 |
|
|
2024
Q3 | $28.8M | Buy |
49,324
+793
| +2% | +$464K | 0.82% | 32 |
|
|
2024
Q2 | $24.7M | Buy |
48,531
+282
| +0.6% | +$144K | 0.75% | 36 |
|
|
2024
Q1 | $23.9M | Sell |
48,249
-2,446
| -5% | -$1.21M | 0.74% | 36 |
|
|
2023
Q4 | $26.7M | Buy |
50,695
+46
| +0.1% | +$24.2K | 0.9% | 28 |
|
|
2023
Q3 | $25.5M | Buy |
50,649
+55
| +0.1% | +$27.7K | 0.94% | 28 |
|
|
2023
Q2 | $24.3M | Buy |
50,594
+122
| +0.2% | +$58.6K | 0.87% | 29 |
|
|
2023
Q1 | $23.9M | Buy |
50,472
+64
| +0.1% | +$30.2K | 0.91% | 26 |
|
|
2022
Q4 | $26.7M | Buy |
50,408
+138
| +0.3% | +$73.2K | 1.1% | 22 |
|
|
2022
Q3 | $25.4M | Buy |
50,270
+418
| +0.8% | +$211K | 1.15% | 21 |
|
|
2022
Q2 | $25.6M | Buy |
49,852
+177
| +0.4% | +$90.9K | 1.11% | 22 |
|
|
2022
Q1 | $25.3M | Buy |
49,675
+238
| +0.5% | +$121K | 0.96% | 27 |
|
|
2021
Q4 | $24.8M | Sell |
49,437
-662
| -1% | -$332K | 0.92% | 31 |
|
|
2021
Q3 | $19.6M | Buy |
50,099
+1,299
| +3% | +$508K | 0.81% | 36 |
|
|
2021
Q2 | $19.5M | Buy |
48,800
+1,237
| +3% | +$495K | 0.83% | 35 |
|
|
2021
Q1 | $17.7M | Buy |
47,563
+2,706
| +6% | +$1.01M | 0.83% | 32 |
|
|
2020
Q4 | $15.7M | Buy |
44,857
+1,095
| +3% | +$384K | 0.81% | 30 |
|
|
2020
Q3 | $13.6M | Sell |
43,762
-419
| -0.9% | -$131K | 0.8% | 30 |
|
|
2020
Q2 | $13M | Buy |
44,181
+8,966
| +25% | +$2.64M | 0.84% | 29 |
|
|
2020
Q1 | $8.78M | Buy |
35,215
+10,540
| +43% | +$2.63M | 0.7% | 36 |
|
|
2019
Q4 | $7.25M | Buy |
24,675
+139
| +0.6% | +$40.9K | 0.45% | 55 |
|
|
2019
Q3 | $5.33M | Buy |
24,536
+10,863
| +79% | +$2.36M | 0.36% | 74 |
|
|
2019
Q2 | $3.34M | Buy |
13,673
+467
| +4% | +$114K | 0.23% | 117 |
|
|
2019
Q1 | $3.27M | Buy |
13,206
+714
| +6% | +$177K | 0.24% | 116 |
|
|
2018
Q4 | $3.11M | Buy |
12,492
+1,147
| +10% | +$286K | 0.27% | 98 |
|
|
2018
Q3 | $3.02M | Buy |
11,345
+76
| +0.7% | +$20.2K | 0.22% | 112 |
|
|
2018
Q2 | $2.76M | Buy |
11,269
+70
| +0.6% | +$17.2K | 0.22% | 111 |
|
|
2018
Q1 | $2.4M | Sell |
11,199
-525
| -4% | -$112K | 0.2% | 119 |
|
|
2017
Q4 | $2.58M | Buy |
11,724
+345
| +3% | +$76.1K | 0.21% | 118 |
|
|
2017
Q3 | $2.23M | Sell |
11,379
-264
| -2% | -$51.7K | 0.18% | 132 |
|
|
2017
Q2 | $2.16M | Sell |
11,643
-944
| -7% | -$175K | 0.19% | 135 |
|
|
2017
Q1 | $2.06M | Buy |
12,587
+11,713
| +1,340% | +$1.92M | 0.19% | 137 |
|
|
2016
Q4 | $140K | Buy |
+874
| New | +$140K | 0.02% | 292 |
|
|
2016
Q2 | $94.3K | Buy |
668
+20
| +3% | +$2.82K | 0.01% | 365 |
|
|
2016
Q1 | $83.5K | Sell |
648
-331
| -34% | -$42.7K | 0.01% | 343 |
|
|
2015
Q4 | $115K | Buy |
979
+731
| +295% | +$86K | 0.02% | 318 |
|
|
2015
Q3 | $21.4K | Buy |
+248
| New | +$21.4K | ﹤0.01% | 446 |
|
|
2015
Q2 | – | Sell |
-729
| Closed | -$86.2K | – | 906 |
|
|
2015
Q1 | $86.2K | Sell |
729
-150
| -17% | -$17.7K | 0.01% | 338 |
|
|
2014
Q4 | $88.9K | Buy |
879
+631
| +254% | +$63.8K | 0.03% | 223 |
|
|
2014
Q3 | $21.4K | Buy |
+248
| New | +$21.4K | ﹤0.01% | 442 |
|