MW
MBL Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
3,160
+1,028
| +48% | +$321K | 0.09% | 102 |
|
|
2025
Q1 | $1.12M | Sell |
2,132
-143
| -6% | -$74.9K | 0.11% | 86 |
|
|
2024
Q4 | $1.15M | Sell |
2,275
-92
| -4% | -$46.5K | 0.12% | 87 |
|
|
2024
Q3 | $1.38M | Buy |
2,367
+8
| +0.3% | +$4.68K | 0.15% | 75 |
|
|
2024
Q2 | $1.2M | Sell |
2,359
-169
| -7% | -$86.1K | 0.13% | 78 |
|
|
2024
Q1 | $1.25M | Sell |
2,528
-337
| -12% | -$167K | 0.14% | 73 |
|
|
2023
Q4 | $1.51M | Buy |
2,865
+182
| +7% | +$95.8K | 0.19% | 61 |
|
|
2023
Q3 | $1.35M | Sell |
2,683
-39
| -1% | -$19.7K | 0.19% | 59 |
|
|
2023
Q2 | $1.31M | Sell |
2,722
-6
| -0.2% | -$2.88K | 0.18% | 59 |
|
|
2023
Q1 | $1.29M | Buy |
2,728
+128
| +5% | +$60.5K | 0.2% | 57 |
|
|
2022
Q4 | $1.38M | Sell |
2,600
-2
| -0.1% | -$1.06K | 0.26% | 57 |
|
|
2022
Q3 | $1.31M | Buy |
2,602
+248
| +11% | +$125K | 0.28% | 58 |
|
|
2022
Q2 | $1.21M | Buy |
2,354
+3
| +0.1% | +$1.54K | 0.3% | 58 |
|
|
2022
Q1 | $1.2M | Buy |
+2,351
| New | +$1.2M | 0.29% | 57 |
|
|
2021
Q1 | $682K | Buy |
1,832
+240
| +15% | +$89.3K | 0.24% | 67 |
|
|
2020
Q4 | $558K | Buy |
+1,592
| New | +$558K | 0.22% | 67 |
|