MAA
Matrix Asset Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,384
| Closed | -$9.1M | – | 111 |
|
|
2025
Q1 | $9.1M | Sell |
17,384
-27
| -0.2% | -$14.1K | 1% | 39 |
|
|
2024
Q4 | $8.81M | Sell |
17,411
-7,112
| -29% | -$3.6M | 0.96% | 38 |
|
|
2024
Q3 | $14.3M | Sell |
24,523
-363
| -1% | -$212K | 1.59% | 27 |
|
|
2024
Q2 | $12.7M | Sell |
24,886
-97
| -0.4% | -$49.4K | 1.51% | 30 |
|
|
2024
Q1 | $12.4M | Buy |
24,983
+6,135
| +33% | +$3.03M | 1.48% | 32 |
|
|
2023
Q4 | $9.92M | Sell |
18,848
-125
| -0.7% | -$65.8K | 1.26% | 36 |
|
|
2023
Q3 | $9.57M | Buy |
18,973
+11,915
| +169% | +$6.01M | 1.36% | 32 |
|
|
2023
Q2 | $3.39M | Buy |
+7,058
| New | +$3.39M | 0.47% | 47 |
|
|
2017
Q1 | – | Sell |
-4,043
| Closed | -$647K | – | 73 |
|
|
2016
Q4 | $647K | Sell |
4,043
-55
| -1% | -$8.8K | 0.11% | 53 |
|
|
2016
Q3 | $574K | Buy |
+4,098
| New | +$574K | 0.1% | 57 |
|