MWM
Modera Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
14,217
-21,080
| -60% | -$6.58M | 0.05% | 191 |
|
|
2025
Q1 | $18.5M | Sell |
35,297
-1,039
| -3% | -$544K | 0.25% | 82 |
|
|
2024
Q4 | $18.4M | Sell |
36,336
-201
| -0.6% | -$102K | 0.22% | 83 |
|
|
2024
Q3 | $21.4M | Buy |
36,537
+257
| +0.7% | +$150K | 0.27% | 74 |
|
|
2024
Q2 | $18.5M | Sell |
36,280
-1,235
| -3% | -$629K | 0.27% | 80 |
|
|
2024
Q1 | $18.6M | Sell |
37,515
-956
| -2% | -$473K | 0.28% | 75 |
|
|
2023
Q4 | $20.3M | Sell |
38,471
-1,266
| -3% | -$667K | 0.34% | 71 |
|
|
2023
Q3 | $20M | Buy |
39,737
+1,646
| +4% | +$830K | 0.38% | 65 |
|
|
2023
Q2 | $18.3M | Buy |
38,091
+32,756
| +614% | +$15.7M | 0.33% | 71 |
|
|
2023
Q1 | $2.52M | Buy |
5,335
+58
| +1% | +$27.4K | 0.1% | 83 |
|
|
2022
Q4 | $2.8M | Sell |
5,277
-1
| -0% | -$530 | 0.11% | 81 |
|
|
2022
Q3 | $2.67M | Sell |
5,278
-81
| -2% | -$40.9K | 0.14% | 79 |
|
|
2022
Q2 | $2.75M | Sell |
5,359
-21
| -0.4% | -$10.8K | 0.13% | 79 |
|
|
2022
Q1 | $2.74M | Buy |
5,380
+82
| +2% | +$41.8K | 0.12% | 83 |
|
|
2021
Q4 | $2.66M | Buy |
5,298
+3,992
| +306% | +$2M | 0.1% | 96 |
|
|
2021
Q3 | $510K | Sell |
1,306
-88
| -6% | -$34.4K | 0.03% | 154 |
|
|
2021
Q2 | $558K | Sell |
1,394
-26
| -2% | -$10.4K | 0.03% | 142 |
|
|
2021
Q1 | $528K | Buy |
1,420
+32
| +2% | +$11.9K | 0.03% | 137 |
|
|
2020
Q4 | $487K | Buy |
+1,388
| New | +$487K | 0.04% | 138 |
|