MTC
McDaniel Terry & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-597
| Closed | -$313K | – | 98 |
|
|
2025
Q1 | $313K | Sell |
597
-11
| -2% | -$5.77K | 0.03% | 84 |
|
|
2024
Q4 | $308K | Hold |
608
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $355K | Hold |
608
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $310K | Sell |
608
-168
| -22% | -$85.7K | 0.03% | 81 |
|
|
2024
Q1 | $384K | Buy |
776
+132
| +20% | +$65.3K | 0.03% | 78 |
|
|
2023
Q4 | $339K | Sell |
644
-1,600
| -71% | -$842K | 0.03% | 72 |
|
|
2023
Q3 | $1.13M | Sell |
2,244
-185
| -8% | -$93.2K | 0.12% | 49 |
|
|
2023
Q2 | $1.17M | Buy |
2,429
+325
| +15% | +$156K | 0.12% | 45 |
|
|
2023
Q1 | $994K | Buy |
2,104
+43
| +2% | +$20.3K | 0.11% | 44 |
|
|
2022
Q4 | $1.09M | Hold |
2,061
| – | – | 0.13% | 43 |
|
|
2022
Q3 | $1.04M | Hold |
2,061
| – | – | 0.13% | 41 |
|
|
2022
Q2 | $1.06M | Hold |
2,061
| – | – | 0.13% | 42 |
|
|
2022
Q1 | $1.05M | Sell |
2,061
-111
| -5% | -$56.6K | 0.11% | 42 |
|
|
2021
Q4 | $1.09M | Buy |
2,172
+115
| +6% | +$57.8K | 0.11% | 47 |
|
|
2021
Q3 | $804K | Hold |
2,057
| – | – | 0.09% | 47 |
|
|
2021
Q2 | $824K | Buy |
2,057
+12
| +0.6% | +$4.81K | 0.1% | 47 |
|
|
2021
Q1 | $761K | Buy |
2,045
+11
| +0.5% | +$4.09K | 0.09% | 46 |
|
|
2020
Q4 | $713K | Buy |
2,034
+107
| +6% | +$37.5K | 0.09% | 46 |
|
|
2020
Q3 | $601K | Hold |
1,927
| – | – | 0.09% | 47 |
|
|
2020
Q2 | $568K | Hold |
1,927
| – | – | 0.09% | 49 |
|
|
2020
Q1 | $481K | Hold |
1,927
| – | – | 0.09% | 41 |
|
|
2019
Q4 | $566K | Hold |
1,927
| – | – | 0.08% | 45 |
|
|
2019
Q3 | $419K | Buy |
1,927
+222
| +13% | +$48.3K | 0.07% | 53 |
|
|
2019
Q2 | $416K | Buy |
+1,705
| New | +$416K | 0.07% | 48 |
|