MFA
Mayflower Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
5,259
+1,184
| +29% | +$369K | 0.23% | 105 |
|
|
2025
Q1 | $2.13M | Sell |
4,075
-358
| -8% | -$187K | 0.32% | 74 |
|
|
2024
Q4 | $2.24M | Buy |
4,433
+161
| +4% | +$81.4K | 0.33% | 71 |
|
|
2024
Q3 | $2.5M | Buy |
4,272
+64
| +2% | +$37.4K | 0.38% | 64 |
|
|
2024
Q2 | $2.14M | Buy |
4,208
+85
| +2% | +$43.3K | 0.35% | 68 |
|
|
2024
Q1 | $2.04M | Buy |
4,123
+158
| +4% | +$78.2K | 0.34% | 70 |
|
|
2023
Q4 | $2.09M | Buy |
3,965
+150
| +4% | +$79K | 0.29% | 73 |
|
|
2023
Q3 | $1.92M | Buy |
3,815
+25
| +0.7% | +$12.6K | 0.29% | 72 |
|
|
2023
Q2 | $1.82M | Buy |
3,790
+99
| +3% | +$47.6K | 0.24% | 87 |
|
|
2023
Q1 | $1.74M | Buy |
3,691
+85
| +2% | +$40.2K | 0.23% | 90 |
|
|
2022
Q4 | $1.91M | Buy |
3,606
+124
| +4% | +$65.7K | 0.27% | 77 |
|
|
2022
Q3 | $1.76M | Buy |
3,482
+104
| +3% | +$52.5K | 0.28% | 71 |
|
|
2022
Q2 | $1.74M | Buy |
3,378
+86
| +3% | +$44.2K | 0.27% | 77 |
|
|
2022
Q1 | $1.68M | Buy |
3,292
+93
| +3% | +$47.4K | 0.23% | 80 |
|
|
2021
Q4 | $1.61M | Sell |
3,199
-26
| -0.8% | -$13.1K | 0.21% | 82 |
|
|
2021
Q3 | $1.37M | Buy |
3,225
+118
| +4% | +$50.1K | 0.18% | 84 |
|
|
2021
Q2 | $1.24M | Buy |
3,107
+114
| +4% | +$45.6K | 0.17% | 85 |
|
|
2021
Q1 | $1.11M | Buy |
2,993
+105
| +4% | +$39.1K | 0.17% | 89 |
|
|
2020
Q4 | $1.01M | Buy |
+2,888
| New | +$1.01M | 0.17% | 89 |
|