MeadowBrook Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
4,187
-20
-0.5% -$6.24K 1.17% 17
2025
Q1
$2.2M Sell
4,207
-144
-3% -$75.4K 2.06% 10
2024
Q4
$2.2M Sell
4,351
-89
-2% -$45K 1.95% 10
2024
Q3
$2.6M Sell
4,440
-467
-10% -$273K 2.34% 10
2024
Q2
$2.5M Sell
4,907
-35
-0.7% -$17.8K 2.37% 9
2024
Q1
$2.44M Sell
4,942
-14
-0.3% -$6.93K 2.28% 10
2023
Q4
$2.61M Buy
+4,956
New +$2.61M 2.49% 8