Mattern Wealth Management’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 | $1.16M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $4.24M | Sell |
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|
2023
Q4 | $4.58M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $3.56M | Buy |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $875K | Sell |
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|
2020
Q2 | $966K | Buy |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $263K | Buy |
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