MB, Levis & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
469
+1
| +0.2% | +$312 | 0.06% | 75 |
|
|
2025
Q1 | $245K | Buy |
468
+1
| +0.2% | +$523 | 0.11% | 64 |
|
|
2024
Q4 | $236K | Sell |
467
-20
| -4% | -$10.1K | 0.12% | 62 |
|
|
2024
Q3 | $284K | Buy |
487
+1
| +0.2% | +$584 | 0.14% | 57 |
|
|
2024
Q2 | $248K | Buy |
486
+51
| +12% | +$26K | 0.13% | 58 |
|
|
2024
Q1 | $215K | Hold |
435
| – | – | 0.12% | 60 |
|
|
2023
Q4 | $229K | Hold |
435
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $219K | Sell |
435
-8
| -2% | -$4.03K | 0.14% | 58 |
|
|
2023
Q2 | $213K | Hold |
443
| – | – | 0.14% | 60 |
|
|
2023
Q1 | $209K | Buy |
443
+151
| +52% | +$71.4K | 0.15% | 58 |
|
|
2022
Q4 | $155K | Buy |
+292
| New | +$155K | 0.12% | 56 |
|