MB, Levis & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Sell |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $155K | Buy |
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