MWPCG
Measured Wealth Private Client Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
1,573
+167
| +12% | +$52.1K | 0.15% | 101 |
|
|
2025
Q1 | $736K | Sell |
1,406
-644
| -31% | -$337K | 0.24% | 60 |
|
|
2024
Q4 | $1.04M | Sell |
2,050
-144
| -7% | -$72.8K | 0.34% | 39 |
|
|
2024
Q3 | $1.28M | Sell |
2,194
-313
| -12% | -$183K | 0.43% | 32 |
|
|
2024
Q2 | $1.28M | Sell |
2,507
-72
| -3% | -$36.7K | 0.45% | 29 |
|
|
2024
Q1 | $1.28M | Buy |
2,579
+30
| +1% | +$14.8K | 0.45% | 28 |
|
|
2023
Q4 | $1.34M | Buy |
2,549
+5
| +0.2% | +$2.63K | 0.49% | 22 |
|
|
2023
Q3 | $1.28M | Sell |
2,544
-129
| -5% | -$65K | 0.52% | 23 |
|
|
2023
Q2 | $1.28M | Sell |
2,673
-6
| -0.2% | -$2.88K | 0.49% | 25 |
|
|
2023
Q1 | $1.27M | Sell |
2,679
-199
| -7% | -$94K | 0.49% | 27 |
|
|
2022
Q4 | $1.53M | Sell |
2,878
-290
| -9% | -$154K | 0.63% | 23 |
|
|
2022
Q3 | $1.6M | Sell |
3,168
-158
| -5% | -$79.8K | 0.71% | 22 |
|
|
2022
Q2 | $1.71M | Buy |
3,326
+190
| +6% | +$97.6K | 0.75% | 21 |
|
|
2022
Q1 | $1.6M | Buy |
3,136
+146
| +5% | +$74.4K | 0.59% | 21 |
|
|
2021
Q4 | $1.5M | Sell |
2,990
-17
| -0.6% | -$8.53K | 0.53% | 27 |
|
|
2021
Q3 | $1.18M | Sell |
3,007
-165
| -5% | -$64.5K | 0.45% | 34 |
|
|
2021
Q2 | $1.27M | Buy |
3,172
+701
| +28% | +$281K | 0.4% | 45 |
|
|
2021
Q1 | $919K | Buy |
2,471
+276
| +13% | +$103K | 0.33% | 44 |
|
|
2020
Q4 | $770K | Sell |
2,195
-587
| -21% | -$206K | 0.32% | 46 |
|
|
2020
Q3 | $867K | Buy |
2,782
+1,532
| +123% | +$477K | 0.42% | 43 |
|
|
2020
Q2 | $369K | Buy |
+1,250
| New | +$369K | 0.22% | 62 |
|
|
2020
Q1 | – | Sell |
-876
| Closed | -$258K | – | 118 |
|
|
2019
Q4 | $258K | Buy |
+876
| New | +$258K | 0.17% | 80 |
|
|
2019
Q3 | – | Sell |
-1,515
| Closed | -$370K | – | 200 |
|
|
2019
Q2 | $370K | Sell |
1,515
-173
| -10% | -$42.3K | 0.21% | 100 |
|
|
2019
Q1 | $417K | Buy |
+1,688
| New | +$417K | 0.26% | 81 |
|
|
2018
Q4 | – | Sell |
-1,037
| Closed | -$275K | – | 675 |
|
|
2018
Q3 | $275K | Buy |
1,037
+5
| +0.5% | +$1.33K | 0.17% | 120 |
|
|
2018
Q2 | $253K | Buy |
+1,032
| New | +$253K | 0.21% | 118 |
|