MGO Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-399
| Closed | -$209K | – | 65 |
|
|
2025
Q1 | $209K | Buy |
+399
| New | +$209K | 0.15% | 53 |
|
|
2024
Q4 | – | Sell |
-453
| Closed | -$265K | – | 65 |
|
|
2024
Q3 | $265K | Sell |
453
-184
| -29% | -$108K | 0.19% | 45 |
|
|
2024
Q2 | $324K | Hold |
637
| – | – | 0.2% | 59 |
|
|
2024
Q1 | $315K | Hold |
637
| – | – | 0.2% | 58 |
|
|
2023
Q4 | $335K | Hold |
637
| – | – | 0.23% | 55 |
|
|
2023
Q3 | $321K | Buy |
637
+114
| +22% | +$57.5K | 0.24% | 53 |
|
|
2023
Q2 | $251K | Hold |
523
| – | – | 0.19% | 57 |
|
|
2023
Q1 | $247K | Sell |
523
-290
| -36% | -$137K | 0.19% | 62 |
|
|
2022
Q4 | $431K | Sell |
813
-10
| -1% | -$5.31K | 0.2% | 77 |
|
|
2022
Q3 | $416K | Buy |
+823
| New | +$416K | 0.2% | 77 |
|