Mattson Financial Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.7M Buy
11,870
+1,467
+14% +$458K 1% 26
2025
Q1
$5.45M Buy
10,403
+1,371
+15% +$718K 1.64% 10
2024
Q4
$5.28M Sell
9,032
-656
-7% -$384K 1.68% 14
2024
Q3
$4.93M Sell
9,688
-70
-0.7% -$35.6K 1.77% 8
2024
Q2
$4.97M Buy
+9,758
New +$4.97M 1.77% 8