MGAM
McGowan Group Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
650
-114
| -15% | -$35.5K | 0.03% | 124 |
|
|
2025
Q1 | $400K | Buy |
764
+1
| +0.1% | +$524 | 0.05% | 88 |
|
|
2024
Q4 | $386K | Sell |
763
-147
| -16% | -$74.3K | 0.05% | 93 |
|
|
2024
Q3 | $532K | Buy |
910
+10
| +1% | +$5.85K | 0.07% | 73 |
|
|
2024
Q2 | $458K | Buy |
900
+58
| +7% | +$29.5K | 0.06% | 78 |
|
|
2024
Q1 | $416K | Sell |
842
-21
| -2% | -$10.4K | 0.06% | 88 |
|
|
2023
Q4 | $455K | Sell |
863
-2
| -0.2% | -$1.05K | 0.07% | 79 |
|
|
2023
Q3 | $436K | Buy |
865
+139
| +19% | +$70.1K | 0.07% | 82 |
|
|
2023
Q2 | $349K | Buy |
726
+38
| +6% | +$18.3K | 0.05% | 103 |
|
|
2023
Q1 | $325K | Sell |
688
-41
| -6% | -$19.4K | 0.05% | 102 |
|
|
2022
Q4 | $387K | Hold |
729
| – | – | 0.06% | 90 |
|
|
2022
Q3 | $368K | Buy |
729
+13
| +2% | +$6.56K | 0.06% | 80 |
|
|
2022
Q2 | $368K | Sell |
716
-28
| -4% | -$14.4K | 0.06% | 82 |
|
|
2022
Q1 | $379K | Buy |
744
+61
| +9% | +$31.1K | 0.06% | 82 |
|
|
2021
Q4 | $343K | Buy |
683
+77
| +13% | +$38.7K | 0.06% | 91 |
|
|
2021
Q3 | $237K | Buy |
606
+24
| +4% | +$9.39K | 0.04% | 101 |
|
|
2021
Q2 | $233K | Buy |
582
+23
| +4% | +$9.21K | 0.04% | 101 |
|
|
2021
Q1 | $208K | Buy |
+559
| New | +$208K | 0.03% | 104 |
|