MAWCM
Mine & Arao Wealth Creation & Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-217
| Closed | -$107K | – | 337 |
|
|
2024
Q1 | $107K | Buy |
217
+6
| +3% | +$2.97K | 0.05% | 100 |
|
|
2023
Q4 | $111K | Hold |
211
| – | – | 0.06% | 101 |
|
|
2023
Q3 | $106K | Sell |
211
-44
| -17% | -$22.2K | 0.06% | 94 |
|
|
2023
Q2 | $123K | Sell |
255
-1
| -0.4% | -$481 | 0.07% | 91 |
|
|
2023
Q1 | $121K | Hold |
256
| – | – | 0.08% | 92 |
|
|
2022
Q4 | $136K | Hold |
256
| – | – | 0.1% | 81 |
|
|
2022
Q3 | $129K | Buy |
256
+44
| +21% | +$22.2K | 0.1% | 77 |
|
|
2022
Q2 | $109K | Buy |
212
+1
| +0.5% | +$514 | 0.08% | 100 |
|
|
2022
Q1 | $108K | Hold |
211
| – | – | 0.06% | 104 |
|
|
2021
Q4 | $106K | Buy |
211
+11
| +6% | +$5.53K | 0.06% | 108 |
|
|
2021
Q3 | $78K | Hold |
200
| – | – | 0.05% | 116 |
|
|
2021
Q2 | $80K | Hold |
200
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $74K | Hold |
200
| – | – | 0.05% | 114 |
|
|
2020
Q4 | $70K | Hold |
200
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $62K | Hold |
200
| – | – | 0.05% | 110 |
|
|
2020
Q2 | $59K | Hold |
200
| – | – | 0.06% | 105 |
|
|
2020
Q1 | $50K | Hold |
200
| – | – | 0.06% | 104 |
|
|
2019
Q4 | $59K | Buy |
+200
| New | +$59K | 0.06% | 115 |
|