MA
Modus Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,261
+572
| +21% | +$178K | 0.3% | 68 |
|
|
2025
Q1 | $1.41M | Buy |
2,689
+699
| +35% | +$366K | 0.46% | 61 |
|
|
2024
Q4 | $1.01M | Sell |
1,990
-16
| -0.8% | -$8.09K | 0.32% | 66 |
|
|
2024
Q3 | $1.17M | Sell |
2,006
-358
| -15% | -$209K | 0.39% | 63 |
|
|
2024
Q2 | $1.2M | Buy |
2,364
+1,100
| +87% | +$560K | 0.43% | 61 |
|
|
2024
Q1 | $625K | Buy |
1,264
+41
| +3% | +$20.3K | 0.23% | 72 |
|
|
2023
Q4 | $644K | Sell |
1,223
-115
| -9% | -$60.5K | 0.26% | 63 |
|
|
2023
Q3 | $675K | Sell |
1,338
-19
| -1% | -$9.58K | 0.29% | 62 |
|
|
2023
Q2 | $652K | Buy |
1,357
+187
| +16% | +$89.9K | 0.28% | 63 |
|
|
2023
Q1 | $553K | Buy |
1,170
+32
| +3% | +$15.1K | 0.25% | 64 |
|
|
2022
Q4 | $603K | Sell |
1,138
-286
| -20% | -$152K | 0.29% | 63 |
|
|
2022
Q3 | $719K | Hold |
1,424
| – | – | 0.38% | 58 |
|
|
2022
Q2 | $731K | Buy |
+1,424
| New | +$731K | 0.37% | 60 |
|
|
2021
Q3 | – | Sell |
-80
| Closed | -$32K | – | 238 |
|
|
2021
Q2 | $32K | Buy |
+80
| New | +$32K | 0.01% | 175 |
|
|
2020
Q3 | – | Sell |
-210
| Closed | -$62K | – | 205 |
|
|
2020
Q2 | $62K | Buy |
+210
| New | +$62K | 0.04% | 109 |
|