MWM
UNH icon

MOKAN Wealth Management’s UnitedHealth UNH Stock Holding History

MOKAN Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.74M Buy
8,785
+3,424
+64% +$1.07M 1.53% 21
2025
Q1 		$2.81M Buy
5,361
+790
+17% +$414K 1.69% 18
2024
Q4 		$2.31M Buy
+4,571
New +$2.31M 1.47% 21