Mather Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,892
-606
| -13% | -$189K | 0.01% | 244 |
|
|
2025
Q1 | $2.36M | Sell |
4,498
-821
| -15% | -$430K | 0.03% | 172 |
|
|
2024
Q4 | $2.69M | Buy |
5,319
+198
| +4% | +$100K | 0.03% | 146 |
|
|
2024
Q3 | $2.99M | Sell |
5,121
-282
| -5% | -$165K | 0.04% | 142 |
|
|
2024
Q2 | $2.67M | Buy |
5,403
+408
| +8% | +$202K | 0.03% | 158 |
|
|
2024
Q1 | $2.63M | Sell |
4,995
-198
| -4% | -$104K | 0.04% | 139 |
|
|
2023
Q4 | $2.73M | Buy |
5,193
+313
| +6% | +$165K | 0.04% | 140 |
|
|
2023
Q3 | $2.46M | Sell |
4,880
-230
| -5% | -$116K | 0.04% | 140 |
|
|
2023
Q2 | $2.46M | Buy |
5,110
+437
| +9% | +$210K | 0.04% | 148 |
|
|
2023
Q1 | $2.21M | Sell |
4,673
-520
| -10% | -$246K | 0.04% | 143 |
|
|
2022
Q4 | $2.75M | Buy |
5,193
+59
| +1% | +$31.3K | 0.05% | 117 |
|
|
2022
Q3 | $2.59M | Buy |
5,134
+2,069
| +68% | +$1.04M | 0.06% | 113 |
|
|
2022
Q2 | $1.57M | Sell |
3,065
-7,008
| -70% | -$3.6M | 0.04% | 145 |
|
|
2022
Q1 | $5.14M | Buy |
10,073
+1,397
| +16% | +$712K | 0.1% | 74 |
|
|
2021
Q4 | $4.36M | Sell |
8,676
-3,585
| -29% | -$1.8M | 0.09% | 73 |
|
|
2021
Q3 | $4.79M | Buy |
12,261
+4,243
| +53% | +$1.66M | 0.12% | 58 |
|
|
2021
Q2 | $3.21M | Buy |
8,018
+55
| +0.7% | +$22K | 0.08% | 60 |
|
|
2021
Q1 | $2.96M | Buy |
7,963
+106
| +1% | +$39.4K | 0.08% | 61 |
|
|
2020
Q4 | $2.76M | Buy |
7,857
+4,386
| +126% | +$1.54M | 0.09% | 58 |
|
|
2020
Q3 | $1.08M | Buy |
3,471
+58
| +2% | +$18.1K | 0.04% | 86 |
|
|
2020
Q2 | $1.01M | Buy |
3,413
+79
| +2% | +$23.3K | 0.05% | 87 |
|
|
2020
Q1 | $831K | Buy |
3,334
+141
| +4% | +$35.1K | 0.06% | 73 |
|
|
2019
Q4 | $939K | Buy |
+3,193
| New | +$939K | 0.06% | 67 |
|