MBL Wealth’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 | $633K | Sell |
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|
2025
Q2 | $986K | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $558K | Buy |
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