MWC
MBM Wealth Consultants’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
3,049
+123
| +4% | +$38.4K | 0.25% | 53 |
|
|
2025
Q1 | $1.53M | Buy |
2,926
+54
| +2% | +$28.3K | 0.45% | 35 |
|
|
2024
Q4 | $1.45M | Buy |
2,872
+60
| +2% | +$30.3K | 0.43% | 35 |
|
|
2024
Q3 | $1.64M | Buy |
2,812
+126
| +5% | +$73.7K | 0.52% | 29 |
|
|
2024
Q2 | $1.32M | Buy |
2,686
+281
| +12% | +$138K | 0.45% | 34 |
|
|
2024
Q1 | $1.19M | Buy |
2,405
+120
| +5% | +$59.4K | 0.42% | 35 |
|
|
2023
Q4 | $1.15M | Buy |
2,285
+139
| +6% | +$70.1K | 0.43% | 32 |
|
|
2023
Q3 | $1.16M | Buy |
2,146
+201
| +10% | +$108K | 0.5% | 26 |
|
|
2023
Q2 | $879K | Buy |
1,945
+228
| +13% | +$103K | 0.38% | 39 |
|
|
2023
Q1 | $869K | Hold |
1,717
| – | – | 0.35% | 31 |
|
|
2022
Q4 | $891K | Sell |
1,717
-27
| -2% | -$14K | 0.41% | 27 |
|
|
2022
Q3 | $899K | Buy |
1,744
+182
| +12% | +$93.8K | 0.43% | 24 |
|
|
2022
Q2 | $802K | Sell |
1,562
-195
| -11% | -$100K | 0.39% | 29 |
|
|
2022
Q1 | $896K | Buy |
1,757
+51
| +3% | +$26K | 0.37% | 35 |
|
|
2021
Q4 | $857K | Buy |
1,706
+9
| +0.5% | +$4.52K | 0.36% | 36 |
|
|
2021
Q3 | $663K | Buy |
1,697
+28
| +2% | +$10.9K | 0.3% | 45 |
|
|
2021
Q2 | $669K | Buy |
1,669
+65
| +4% | +$26.1K | 0.31% | 42 |
|
|
2021
Q1 | $597K | Sell |
1,604
-105
| -6% | -$39.1K | 0.3% | 43 |
|
|
2020
Q4 | $600K | Sell |
1,709
-113
| -6% | -$39.7K | 0.33% | 41 |
|
|
2020
Q3 | $568K | Buy |
1,822
+53
| +3% | +$16.5K | 0.36% | 36 |
|
|
2020
Q2 | $522K | Sell |
1,769
-701
| -28% | -$207K | 0.37% | 37 |
|
|
2020
Q1 | $616K | Buy |
2,470
+89
| +4% | +$22.2K | 0.51% | 34 |
|
|
2019
Q4 | $699K | Sell |
2,381
-101
| -4% | -$29.7K | 0.52% | 36 |
|
|
2019
Q3 | $539K | Buy |
2,482
+27
| +1% | +$5.86K | 0.42% | 51 |
|
|
2019
Q2 | $603K | Buy |
2,455
+53
| +2% | +$13K | 0.5% | 44 |
|
|
2019
Q1 | $594K | Buy |
2,402
+9
| +0.4% | +$2.23K | 0.52% | 45 |
|
|
2018
Q4 | $596K | Buy |
+2,393
| New | +$596K | 0.58% | 43 |
|