Mechanics Financial Corp’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
2,806
-262
-9% -$81.7K 0.37% 59
2025
Q1
$1.61M Sell
3,068
-33
-1% -$17.3K 0.73% 30
2024
Q4
$1.57M Sell
3,101
-20
-0.6% -$10.1K 0.7% 29
2024
Q3
$1.82M Sell
3,121
-57
-2% -$33.3K 0.8% 28
2024
Q2
$1.62M Sell
3,178
-24
-0.7% -$12.2K 0.83% 26
2024
Q1
$1.58M Buy
3,202
+87
+3% +$43K 0.82% 28
2023
Q4
$1.64M Sell
3,115
-2
-0.1% -$1.05K 0.92% 23
2023
Q3
$1.57M Sell
3,117
-10
-0.3% -$5.04K 0.86% 23
2023
Q2
$1.5M Sell
3,127
-18
-0.6% -$8.65K 0.82% 25
2023
Q1
$1.49M Hold
3,145
0.86% 23
2022
Q4
$1.67M Buy
3,145
+12
+0.4% +$6.36K 0.99% 21
2022
Q3
$1.58M Sell
3,133
-5
-0.2% -$2.53K 1.03% 21
2022
Q2
$1.61M Buy
3,138
+20
+0.6% +$10.3K 0.97% 22
2022
Q1
$1.59M Hold
3,118
0.82% 23
2021
Q4
$1.57M Buy
+3,118
New +$1.57M 0.74% 24