MCWS
McKinley Carter Wealth Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
18,893
-683
| -3% | -$213K | 0.33% | 64 |
|
|
2025
Q1 | $10.3M | Buy |
19,576
+495
| +3% | +$259K | 0.63% | 36 |
|
|
2024
Q4 | $9.65M | Sell |
19,081
-205
| -1% | -$104K | 0.59% | 41 |
|
|
2024
Q3 | $11.3M | Buy |
19,286
+490
| +3% | +$286K | 0.68% | 32 |
|
|
2024
Q2 | $9.57M | Buy |
18,796
+2,128
| +13% | +$1.08M | 0.61% | 34 |
|
|
2024
Q1 | $8.25M | Buy |
16,668
+728
| +5% | +$360K | 0.55% | 42 |
|
|
2023
Q4 | $8.39M | Buy |
15,940
+1,402
| +10% | +$738K | 0.61% | 36 |
|
|
2023
Q3 | $7.33M | Sell |
14,538
-263
| -2% | -$133K | 0.58% | 37 |
|
|
2023
Q2 | $7.11M | Sell |
14,801
-176
| -1% | -$84.6K | 0.53% | 40 |
|
|
2023
Q1 | $7.08M | Sell |
14,977
-1,639
| -10% | -$775K | 0.55% | 41 |
|
|
2022
Q4 | $8.81M | Buy |
16,616
+44
| +0.3% | +$23.3K | 0.75% | 25 |
|
|
2022
Q3 | $8.37M | Buy |
16,572
+169
| +1% | +$85.4K | 0.78% | 25 |
|
|
2022
Q2 | $8.43M | Sell |
16,403
-57
| -0.3% | -$29.3K | 0.75% | 28 |
|
|
2022
Q1 | $8.39M | Buy |
16,460
+612
| +4% | +$312K | 0.66% | 31 |
|
|
2021
Q4 | $7.96M | Sell |
15,848
-270
| -2% | -$136K | 0.59% | 38 |
|
|
2021
Q3 | $6.3M | Buy |
16,118
+204
| +1% | +$79.7K | 0.52% | 41 |
|
|
2021
Q2 | $6.37M | Sell |
15,914
-48
| -0.3% | -$19.2K | 0.53% | 39 |
|
|
2021
Q1 | $5.94M | Buy |
15,962
+749
| +5% | +$279K | 0.51% | 41 |
|
|
2020
Q4 | $5.34M | Sell |
15,213
-206
| -1% | -$72.2K | 0.7% | 39 |
|
|
2020
Q3 | $4.81M | Buy |
15,419
+369
| +2% | +$115K | 1.08% | 23 |
|
|
2020
Q2 | $4.44M | Sell |
15,050
-22
| -0.1% | -$6.49K | 1.09% | 22 |
|
|
2020
Q1 | $3.76M | Buy |
15,072
+234
| +2% | +$58.4K | 1.12% | 16 |
|
|
2019
Q4 | $4.36M | Buy |
14,838
+13
| +0.1% | +$3.82K | 1.02% | 19 |
|
|
2019
Q3 | $3.22M | Buy |
14,825
+142
| +1% | +$30.9K | 0.82% | 30 |
|
|
2019
Q2 | $3.58M | Buy |
14,683
+16
| +0.1% | +$3.9K | 0.97% | 26 |
|
|
2019
Q1 | $3.63M | Buy |
14,667
+734
| +5% | +$182K | 1.02% | 25 |
|
|
2018
Q4 | $3.47M | Buy |
13,933
+687
| +5% | +$171K | 1.15% | 14 |
|
|
2018
Q3 | $3.52M | Buy |
13,246
+81
| +0.6% | +$21.5K | 1.05% | 17 |
|
|
2018
Q2 | $3.23M | Sell |
13,165
-296
| -2% | -$72.6K | 1.04% | 18 |
|
|
2018
Q1 | $2.88M | Sell |
13,461
-60
| -0.4% | -$12.8K | 0.94% | 24 |
|
|
2017
Q4 | $2.98M | Sell |
13,521
-877
| -6% | -$193K | 1.03% | 20 |
|
|
2017
Q3 | $2.82M | Sell |
14,398
-935
| -6% | -$183K | 1.08% | 21 |
|
|
2017
Q2 | $2.84M | Sell |
15,333
-295
| -2% | -$54.7K | 1.26% | 18 |
|
|
2017
Q1 | $2.56M | Buy |
15,628
+16
| +0.1% | +$2.62K | 1.19% | 21 |
|
|
2016
Q4 | $2.5M | Sell |
15,612
-483
| -3% | -$77.3K | 1.26% | 21 |
|
|
2016
Q3 | $2.25M | Buy |
16,095
+402
| +3% | +$56.3K | 1.16% | 28 |
|
|
2016
Q2 | $2.22M | Buy |
15,693
+956
| +6% | +$135K | 1.15% | 29 |
|
|
2016
Q1 | $1.9M | Buy |
14,737
+833
| +6% | +$107K | 1.05% | 30 |
|
|
2015
Q4 | $1.64M | Buy |
13,904
+536
| +4% | +$63.1K | 0.94% | 41 |
|
|
2015
Q3 | $1.55M | Buy |
13,368
+4,057
| +44% | +$471K | 0.97% | 40 |
|
|
2015
Q2 | $1.14M | Buy |
9,311
+2,482
| +36% | +$303K | 0.62% | 52 |
|
|
2015
Q1 | $808K | Buy |
+6,829
| New | +$808K | 0.52% | 54 |
|