MMBG Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
15,098
+4,882
| +48% | +$1.52M | 0.47% | 39 |
|
|
2025
Q1 | $5.35M | Buy |
10,216
+1,225
| +14% | +$642K | 0.6% | 35 |
|
|
2024
Q4 | $4.55M | Sell |
8,991
-70
| -0.8% | -$35.4K | 0.48% | 40 |
|
|
2024
Q3 | $5.3M | Sell |
9,061
-162
| -2% | -$94.7K | 0.55% | 38 |
|
|
2024
Q2 | $4.7M | Hold |
9,223
| – | – | 0.5% | 39 |
|
|
2024
Q1 | $4.56M | Buy |
9,223
+730
| +9% | +$361K | 0.48% | 43 |
|
|
2023
Q4 | $4.47M | Sell |
8,493
-190
| -2% | -$100K | 0.53% | 42 |
|
|
2023
Q3 | $4.38M | Buy |
8,683
+310
| +4% | +$156K | 0.55% | 41 |
|
|
2023
Q2 | $3.97M | Buy |
8,373
+2,045
| +32% | +$970K | 0.48% | 44 |
|
|
2023
Q1 | $2.99M | Buy |
6,328
+1,000
| +19% | +$473K | 0.38% | 52 |
|
|
2022
Q4 | $2.83M | Buy |
5,328
+980
| +23% | +$520K | 0.37% | 55 |
|
|
2022
Q3 | $2.2M | Hold |
4,348
| – | – | 0.29% | 56 |
|
|
2022
Q2 | $2.23M | Buy |
4,348
+238
| +6% | +$122K | 0.28% | 60 |
|
|
2022
Q1 | $2.1M | Buy |
4,110
+300
| +8% | +$153K | 0.22% | 64 |
|
|
2021
Q4 | $1.91M | Buy |
+3,810
| New | +$1.91M | 0.18% | 72 |
|