MWM
Mattern Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,213
| Closed | -$1.16M | – | 174 |
|
|
2025
Q1 | $1.16M | Sell |
2,213
-22
| -1% | -$11.5K | 0.26% | 62 |
|
|
2024
Q4 | $1.13M | Sell |
2,235
-429
| -16% | -$217K | 0.25% | 67 |
|
|
2024
Q3 | $1.56M | Sell |
2,664
-4,179
| -61% | -$2.44M | 0.34% | 61 |
|
|
2024
Q2 | $3.49M | Sell |
6,843
-1,726
| -20% | -$879K | 0.84% | 29 |
|
|
2024
Q1 | $4.24M | Sell |
8,569
-128
| -1% | -$63.3K | 1.03% | 23 |
|
|
2023
Q4 | $4.58M | Buy |
8,697
+523
| +6% | +$275K | 1.18% | 17 |
|
|
2023
Q3 | $4.12M | Buy |
8,174
+97
| +1% | +$48.9K | 1.21% | 17 |
|
|
2023
Q2 | $3.88M | Buy |
8,077
+1,137
| +16% | +$546K | 1.13% | 19 |
|
|
2023
Q1 | $3.28M | Sell |
6,940
-476
| -6% | -$225K | 1.09% | 20 |
|
|
2022
Q4 | $3.93M | Buy |
7,416
+360
| +5% | +$191K | 1.59% | 11 |
|
|
2022
Q3 | $3.56M | Buy |
7,056
+120
| +2% | +$60.6K | 1.43% | 14 |
|
|
2022
Q2 | $3.56M | Buy |
6,936
+70
| +1% | +$36K | 1.39% | 16 |
|
|
2022
Q1 | $3.5M | Buy |
6,866
+384
| +6% | +$196K | 1.15% | 19 |
|
|
2021
Q4 | $3.26M | Buy |
6,482
+112
| +2% | +$56.2K | 0.96% | 29 |
|
|
2021
Q3 | $2.49M | Sell |
6,370
-21
| -0.3% | -$8.21K | 0.84% | 32 |
|
|
2021
Q2 | $2.68M | Sell |
6,391
-61
| -0.9% | -$25.6K | 0.85% | 32 |
|
|
2021
Q1 | $2.4M | Buy |
6,452
+3,103
| +93% | +$1.15M | 0.85% | 33 |
|
|
2020
Q4 | $1.17M | Buy |
3,349
+541
| +19% | +$190K | 0.44% | 67 |
|
|
2020
Q3 | $875K | Sell |
2,808
-468
| -14% | -$146K | 0.37% | 76 |
|
|
2020
Q2 | $966K | Buy |
3,276
+2,391
| +270% | +$705K | 0.47% | 70 |
|
|
2020
Q1 | $221K | Sell |
885
-10
| -1% | -$2.5K | 0.16% | 112 |
|
|
2019
Q4 | $263K | Buy |
+895
| New | +$263K | 0.16% | 117 |
|