MWM
Mission Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
17,350
-4,276
| -20% | -$1.33M | 0.12% | 103 |
|
|
2025
Q1 | $11.3M | Buy |
21,626
+243
| +1% | +$127K | 0.28% | 54 |
|
|
2024
Q4 | $10.8M | Buy |
21,383
+235
| +1% | +$119K | 0.25% | 53 |
|
|
2024
Q3 | $12.4M | Sell |
21,148
-745
| -3% | -$436K | 0.3% | 47 |
|
|
2024
Q2 | $11.1M | Sell |
21,893
-3,156
| -13% | -$1.61M | 0.3% | 47 |
|
|
2024
Q1 | $12.4M | Buy |
25,049
+4,254
| +20% | +$2.1M | 0.33% | 45 |
|
|
2023
Q4 | $10.9M | Sell |
20,795
-536
| -3% | -$282K | 0.36% | 38 |
|
|
2023
Q3 | $10.8M | Sell |
21,331
-979
| -4% | -$494K | 0.4% | 37 |
|
|
2023
Q2 | $10.7M | Sell |
22,310
-361
| -2% | -$174K | 0.41% | 38 |
|
|
2023
Q1 | $10.7M | Buy |
22,671
+466
| +2% | +$220K | 0.45% | 35 |
|
|
2022
Q4 | $11.8M | Buy |
22,205
+973
| +5% | +$516K | 0.56% | 30 |
|
|
2022
Q3 | $10.7M | Sell |
21,232
-309
| -1% | -$156K | 0.57% | 32 |
|
|
2022
Q2 | $11.1M | Buy |
21,541
+3,764
| +21% | +$1.93M | 0.58% | 30 |
|
|
2022
Q1 | $9.07M | Sell |
17,777
-2,338
| -12% | -$1.19M | 0.42% | 37 |
|
|
2021
Q4 | $10.1M | Buy |
20,115
+5,416
| +37% | +$2.72M | 0.45% | 36 |
|
|
2021
Q3 | $5.74M | Buy |
14,699
+6,795
| +86% | +$2.65M | 0.29% | 50 |
|
|
2021
Q2 | $3.17M | Buy |
7,904
+21
| +0.3% | +$8.41K | 0.17% | 71 |
|
|
2021
Q1 | $2.93M | Buy |
7,883
+892
| +13% | +$332K | 0.17% | 67 |
|
|
2020
Q4 | $2.45M | Buy |
6,991
+455
| +7% | +$160K | 0.15% | 73 |
|
|
2020
Q3 | $2.04M | Buy |
6,536
+1,007
| +18% | +$314K | 0.15% | 72 |
|
|
2020
Q2 | $1.63M | Sell |
5,529
-1,087
| -16% | -$321K | 0.14% | 80 |
|
|
2020
Q1 | $1.65M | Buy |
6,616
+159
| +2% | +$39.7K | 0.18% | 70 |
|
|
2019
Q4 | $1.9M | Buy |
6,457
+2,913
| +82% | +$856K | 0.18% | 72 |
|
|
2019
Q3 | $770K | Buy |
3,544
+246
| +7% | +$53.4K | 0.08% | 125 |
|
|
2019
Q2 | $805K | Sell |
3,298
-250
| -7% | -$61K | 0.09% | 119 |
|
|
2019
Q1 | $877K | Buy |
3,548
+1,452
| +69% | +$359K | 0.1% | 109 |
|
|
2018
Q4 | $522K | Buy |
2,096
+23
| +1% | +$5.73K | 0.07% | 142 |
|
|
2018
Q3 | $551K | Buy |
2,073
+41
| +2% | +$10.9K | 0.07% | 139 |
|
|
2018
Q2 | $498K | Buy |
2,032
+393
| +24% | +$96.3K | 0.07% | 140 |
|
|
2018
Q1 | $351K | Sell |
1,639
-74
| -4% | -$15.8K | 0.06% | 150 |
|
|
2017
Q4 | $378K | Sell |
1,713
-513
| -23% | -$113K | 0.06% | 129 |
|
|
2017
Q3 | $436K | Sell |
2,226
-71
| -3% | -$13.9K | 0.08% | 109 |
|
|
2017
Q2 | $426K | Sell |
2,297
-65
| -3% | -$12.1K | 0.08% | 108 |
|
|
2017
Q1 | $387K | Buy |
2,362
+42
| +2% | +$6.88K | 0.08% | 116 |
|
|
2016
Q4 | $371K | Buy |
2,320
+435
| +23% | +$69.6K | 0.07% | 114 |
|
|
2016
Q3 | $264K | Hold |
1,885
| – | – | 0.06% | 129 |
|
|
2016
Q2 | $266K | Sell |
1,885
-41
| -2% | -$5.79K | 0.07% | 120 |
|
|
2016
Q1 | $248K | Sell |
1,926
-34
| -2% | -$4.38K | 0.07% | 122 |
|
|
2015
Q4 | $231K | Buy |
1,960
+39
| +2% | +$4.6K | 0.07% | 120 |
|
|
2015
Q3 | $223K | Buy |
+1,921
| New | +$223K | 0.07% | 117 |
|