MWA
MFA Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-216
| Closed | -$126K | – | 373 |
|
|
2024
Q3 | $126K | Sell |
216
-96
| -31% | -$56.1K | 0.03% | 121 |
|
|
2024
Q2 | $159K | Buy |
+312
| New | +$159K | 0.03% | 111 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$219K | – | 78 |
|
|
2022
Q4 | $219K | Hold |
414
| – | – | 0.08% | 58 |
|
|
2022
Q3 | $209K | Buy |
414
+19
| +5% | +$9.59K | 0.08% | 55 |
|
|
2022
Q2 | $202K | Buy |
+395
| New | +$202K | 0.07% | 57 |
|
|
2020
Q3 | – | Sell |
-127
| Closed | -$37.5K | – | 217 |
|
|
2020
Q2 | $37.5K | Buy |
+127
| New | +$37.5K | 0.02% | 84 |
|