ML
McAdam LLC’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
1,135
+128
| +13% | +$39.9K | 0.02% | 257 |
|
|
2025
Q1 | $528K | Buy |
1,007
+27
| +3% | +$14.1K | 0.03% | 187 |
|
|
2024
Q4 | $496K | Buy |
980
+221
| +29% | +$112K | 0.03% | 206 |
|
|
2024
Q3 | $444K | Buy |
759
+154
| +25% | +$90.1K | 0.02% | 207 |
|
|
2024
Q2 | $308K | Buy |
605
+102
| +20% | +$52K | 0.02% | 234 |
|
|
2024
Q1 | $249K | Buy |
+503
| New | +$249K | 0.02% | 255 |
|
|
2023
Q4 | – | Sell |
-403
| Closed | -$203K | – | 286 |
|
|
2023
Q3 | $203K | Buy |
+403
| New | +$203K | 0.02% | 246 |
|