MBA Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-454
| Closed | -$230K | – | 137 |
|
|
2024
Q4 | $230K | Sell |
454
-125
| -22% | -$63.2K | 0.12% | 118 |
|
|
2024
Q3 | $339K | Sell |
579
-7
| -1% | -$4.09K | 0.16% | 100 |
|
|
2024
Q2 | $298K | Sell |
586
-55
| -9% | -$28K | 0.15% | 100 |
|
|
2024
Q1 | $317K | Hold |
641
| – | – | 0.16% | 101 |
|
|
2023
Q4 | $337K | Buy |
641
+12
| +2% | +$6.32K | 0.19% | 90 |
|
|
2023
Q3 | $317K | Hold |
629
| – | – | 0.19% | 83 |
|
|
2023
Q2 | $302K | Hold |
629
| – | – | 0.18% | 91 |
|
|
2023
Q1 | $297K | Hold |
629
| – | – | 0.19% | 100 |
|
|
2022
Q4 | $333K | Hold |
629
| – | – | 0.22% | 89 |
|
|
2022
Q3 | $318K | Hold |
629
| – | – | 0.23% | 84 |
|
|
2022
Q2 | $323K | Hold |
629
| – | – | 0.22% | 91 |
|
|
2022
Q1 | $321K | Hold |
629
| – | – | 0.2% | 106 |
|
|
2021
Q4 | $316K | Buy |
+629
| New | +$316K | 0.2% | 111 |
|
|
2021
Q3 | – | Sell |
-504
| Closed | -$202 | – | 140 |
|
|
2021
Q2 | $202 | Buy |
+504
| New | +$202 | 0.09% | 135 |
|