MWM
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Mindset Wealth Management’s UnitedHealth UNH Stock Holding History

Mindset Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$476K Buy
1,526
+283
+23% +$88.3K 0.16% 74
2025
Q1 		$651K Sell
1,243
-284
-19% -$149K 0.25% 48
2024
Q4 		$772K Sell
1,527
-176
-10% -$89K 0.28% 29
2024
Q3 		$996K Buy
+1,703
New +$996K 0.41% 19