Mather Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Hold
2025
Q2
$1.21M Sell
2025
Q1
$2.36M Sell
2024
Q4
$2.69M Buy
2024
Q3
$2.99M Sell
2024
Q2
$2.67M Buy
2024
Q1
$2.63M Sell
2023
Q4
$2.73M Buy
2023
Q3
$2.46M Sell
2023
Q2
$2.46M Buy
2023
Q1
$2.21M Sell
2022
Q4
$2.75M Buy
2022
Q3
$2.59M Buy
2022
Q2
$1.57M Sell
2022
Q1
$5.14M Buy
2021
Q4
$4.36M Sell
2021
Q3
$4.79M Buy
2021
Q2
$3.21M Buy
2021
Q1
$2.96M Buy
2020
Q4
$2.75M Buy
2020
Q3
$1.08M Buy
2020
Q2
$1.01M Buy
2020
Q1
$831K Buy
2019
Q4
$939K Buy