MTC
Matrix Trust Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
5,937
+2,246
| +61% | +$701K | 0.29% | 49 |
|
|
2025
Q1 | $1.93M | Buy |
3,691
+57
| +2% | +$29.9K | 0.33% | 42 |
|
|
2024
Q4 | $1.84M | Buy |
3,634
+225
| +7% | +$114K | 0.32% | 41 |
|
|
2024
Q3 | $1.99M | Buy |
3,409
+57
| +2% | +$33.3K | 0.37% | 35 |
|
|
2024
Q2 | $1.71M | Buy |
3,352
+181
| +6% | +$92.2K | 0.39% | 35 |
|
|
2024
Q1 | $1.57M | Sell |
3,171
-71
| -2% | -$35.1K | 0.35% | 38 |
|
|
2023
Q4 | $1.71M | Buy |
+3,242
| New | +$1.71M | 0.4% | 31 |
|