Mendel Money Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,105
+1,881
| +58% | +$587K | 0.71% | 41 |
|
|
2025
Q1 | $1.69M | Buy |
3,224
+13
| +0.4% | +$6.81K | 0.8% | 41 |
|
|
2024
Q4 | $1.62M | Buy |
3,211
+131
| +4% | +$66.3K | 0.73% | 41 |
|
|
2024
Q3 | $1.8M | Sell |
3,080
-113
| -4% | -$66.1K | 0.78% | 40 |
|
|
2024
Q2 | $1.63M | Buy |
3,193
+319
| +11% | +$162K | 0.76% | 41 |
|
|
2024
Q1 | $1.42M | Buy |
2,874
+733
| +34% | +$363K | 0.66% | 44 |
|
|
2023
Q4 | $1.13M | Buy |
2,141
+32
| +2% | +$16.8K | 0.54% | 48 |
|
|
2023
Q3 | $1.06M | Sell |
2,109
-109
| -5% | -$55K | 0.57% | 47 |
|
|
2023
Q2 | $1.07M | Buy |
2,218
+117
| +6% | +$56.2K | 0.55% | 47 |
|
|
2023
Q1 | $993K | Buy |
2,101
+778
| +59% | +$368K | 0.53% | 44 |
|
|
2022
Q4 | $701K | Buy |
1,323
+125
| +10% | +$66.3K | 0.4% | 56 |
|
|
2022
Q3 | $605K | Buy |
1,198
+310
| +35% | +$157K | 0.38% | 55 |
|
|
2022
Q2 | $456K | Sell |
888
-300
| -25% | -$154K | 0.27% | 67 |
|
|
2022
Q1 | $606K | Buy |
+1,188
| New | +$606K | 0.3% | 67 |
|