MWM
MinichMacGregor Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-636
| Closed | -$333K | – | 141 |
|
|
2025
Q1 | $333K | Sell |
636
-184
| -22% | -$96.4K | 0.07% | 89 |
|
|
2024
Q4 | $415K | Sell |
820
-222
| -21% | -$112K | 0.09% | 76 |
|
|
2024
Q3 | $609K | Sell |
1,042
-7
| -0.7% | -$4.09K | 0.13% | 62 |
|
|
2024
Q2 | $534K | Buy |
1,049
+621
| +145% | +$316K | 0.13% | 61 |
|
|
2024
Q1 | $210K | Buy |
428
+8
| +2% | +$3.92K | 0.05% | 100 |
|
|
2023
Q4 | $221K | Sell |
420
-2,128
| -84% | -$1.12M | 0.06% | 97 |
|
|
2023
Q3 | $1.28M | Sell |
2,548
-39
| -2% | -$19.7K | 0.43% | 48 |
|
|
2023
Q2 | $1.24M | Sell |
2,587
-91
| -3% | -$43.7K | 0.39% | 47 |
|
|
2023
Q1 | $1.27M | Sell |
2,678
-54
| -2% | -$25.5K | 0.42% | 45 |
|
|
2022
Q4 | $1.45M | Sell |
2,732
-52
| -2% | -$27.6K | 0.52% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
2,784
-17
| -0.6% | -$8.59K | 0.56% | 44 |
|
|
2022
Q2 | $1.44M | Sell |
2,801
-28
| -1% | -$14.4K | 0.59% | 41 |
|
|
2022
Q1 | $1.44M | Sell |
2,829
-80
| -3% | -$40.8K | 0.46% | 47 |
|
|
2021
Q4 | $1.46M | Sell |
2,909
-38
| -1% | -$19.1K | 0.44% | 46 |
|
|
2021
Q3 | $1.15M | Sell |
2,947
-41
| -1% | -$16K | 0.39% | 44 |
|
|
2021
Q2 | $1.2M | Buy |
2,988
+92
| +3% | +$36.8K | 0.42% | 45 |
|
|
2021
Q1 | $1.08M | Sell |
2,896
-239
| -8% | -$88.9K | 0.4% | 45 |
|
|
2020
Q4 | $1.1M | Buy |
3,135
+1
| +0% | +$351 | 0.45% | 40 |
|
|
2020
Q3 | $977K | Sell |
3,134
-105
| -3% | -$32.7K | 0.46% | 36 |
|
|
2020
Q2 | $955K | Buy |
+3,239
| New | +$955K | 0.53% | 30 |
|
|
2018
Q4 | – | Sell |
-389
| Closed | -$104K | – | 494 |
|
|
2018
Q3 | $104K | Buy |
389
+9
| +2% | +$2.41K | 0.07% | 80 |
|
|
2018
Q2 | $94K | Buy |
380
+4
| +1% | +$989 | 0.07% | 81 |
|
|
2018
Q1 | $80K | Sell |
376
-22
| -6% | -$4.68K | 0.06% | 82 |
|
|
2017
Q4 | $87K | Buy |
398
+14
| +4% | +$3.06K | 0.07% | 71 |
|
|
2017
Q3 | $75K | Sell |
384
-2
| -0.5% | -$391 | 0.06% | 78 |
|
|
2017
Q2 | $71K | Buy |
386
+16
| +4% | +$2.94K | 0.06% | 76 |
|
|
2017
Q1 | $60K | Sell |
370
-5
| -1% | -$811 | 0.05% | 93 |
|
|
2016
Q4 | $60K | Sell |
375
-31
| -8% | -$4.96K | 0.06% | 93 |
|
|
2016
Q3 | $56K | Sell |
406
-6
| -1% | -$828 | 0.05% | 108 |
|
|
2016
Q2 | $58K | Sell |
412
-4
| -1% | -$563 | 0.05% | 98 |
|
|
2016
Q1 | $53K | Sell |
416
-16
| -4% | -$2.04K | 0.05% | 103 |
|
|
2015
Q4 | $51K | Buy |
+432
| New | +$51K | 0.05% | 102 |
|