MWM
MGB Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,791
| Closed | -$1.44M | – | 322 |
|
|
2025
Q1 | $1.44M | Sell |
2,791
-2
| -0.1% | -$1.03K | 0.52% | 47 |
|
|
2024
Q4 | $1.42M | Sell |
2,793
-1,157
| -29% | -$587K | 0.44% | 45 |
|
|
2024
Q3 | $2.3M | Sell |
3,950
-1
| -0% | -$583 | 0.83% | 23 |
|
|
2024
Q2 | $2M | Buy |
3,951
+14
| +0.4% | +$7.08K | 0.75% | 29 |
|
|
2024
Q1 | $1.95M | Buy |
3,937
+29
| +0.7% | +$14.3K | 0.79% | 30 |
|
|
2023
Q4 | $2.06M | Buy |
+3,908
| New | +$2.06M | 1.03% | 20 |
|