Matrix Private Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $249K | Buy |
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