MSAM
Moloney Securities Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
8,622
+2,350
| +37% | +$733K | 0.33% | 60 |
|
|
2025
Q1 | $3.29M | Sell |
6,272
-4,623
| -42% | -$2.42M | 0.44% | 46 |
|
|
2024
Q4 | $5.51M | Sell |
10,895
-165
| -1% | -$83.5K | 0.74% | 30 |
|
|
2024
Q3 | $6.47M | Sell |
11,060
-8
| -0.1% | -$4.68K | 0.87% | 21 |
|
|
2024
Q2 | $5.64M | Buy |
11,068
+361
| +3% | +$184K | 0.81% | 24 |
|
|
2024
Q1 | $5.3M | Buy |
10,707
+442
| +4% | +$219K | 0.8% | 24 |
|
|
2023
Q4 | $5.4M | Sell |
10,265
-111
| -1% | -$58.4K | 0.86% | 18 |
|
|
2023
Q3 | $5.23M | Sell |
10,376
-249
| -2% | -$126K | 0.94% | 15 |
|
|
2023
Q2 | $5.11M | Buy |
10,625
+516
| +5% | +$248K | 0.9% | 17 |
|
|
2023
Q1 | $4.78M | Buy |
10,109
+11
| +0.1% | +$5.2K | 0.89% | 16 |
|
|
2022
Q4 | $5.35M | Sell |
10,098
-1,216
| -11% | -$645K | 1.18% | 9 |
|
|
2022
Q3 | $5.71M | Sell |
11,314
-166
| -1% | -$83.8K | 1.38% | 9 |
|
|
2022
Q2 | $5.9M | Sell |
11,480
-17
| -0.1% | -$8.73K | 1.38% | 8 |
|
|
2022
Q1 | $5.86M | Buy |
11,497
+980
| +9% | +$500K | 1.14% | 13 |
|
|
2021
Q4 | $5.28M | Sell |
10,517
-701
| -6% | -$352K | 0.9% | 15 |
|
|
2021
Q3 | $4.38M | Buy |
11,218
+265
| +2% | +$104K | 0.8% | 25 |
|
|
2021
Q2 | $4.39M | Sell |
10,953
-972
| -8% | -$389K | 0.8% | 25 |
|
|
2021
Q1 | $4.44M | Sell |
11,925
-2,767
| -19% | -$1.03M | 0.87% | 24 |
|
|
2020
Q4 | $5.15M | Buy |
14,692
+98
| +0.7% | +$34.4K | 1.14% | 15 |
|
|
2020
Q3 | $4.55M | Buy |
14,594
+718
| +5% | +$224K | 1.2% | 15 |
|
|
2020
Q2 | $4.09M | Buy |
13,876
+416
| +3% | +$123K | 1.19% | 15 |
|
|
2020
Q1 | $3.36M | Buy |
13,460
+3,327
| +33% | +$830K | 1.2% | 14 |
|
|
2019
Q4 | $2.98M | Buy |
10,133
+38
| +0.4% | +$11.2K | 0.92% | 20 |
|
|
2019
Q3 | $2.19M | Sell |
10,095
-811
| -7% | -$176K | 0.73% | 35 |
|
|
2019
Q2 | $2.66M | Buy |
10,906
+2,257
| +26% | +$551K | 0.89% | 25 |
|
|
2019
Q1 | $2.14M | Sell |
8,649
-252
| -3% | -$62.3K | 0.74% | 31 |
|
|
2018
Q4 | $2.22M | Buy |
8,901
+167
| +2% | +$41.6K | 0.91% | 24 |
|
|
2018
Q3 | $2.32M | Buy |
8,734
+246
| +3% | +$65.5K | 0.81% | 27 |
|
|
2018
Q2 | $2.08M | Buy |
8,488
+58
| +0.7% | +$14.2K | 0.79% | 30 |
|
|
2018
Q1 | $1.8M | Buy |
8,430
+268
| +3% | +$57.4K | 0.73% | 32 |
|
|
2017
Q4 | $1.8M | Sell |
8,162
-81
| -1% | -$17.9K | 0.76% | 29 |
|
|
2017
Q3 | $1.61M | Buy |
8,243
+809
| +11% | +$158K | 0.72% | 34 |
|
|
2017
Q2 | $1.38M | Buy |
7,434
+1,065
| +17% | +$197K | 0.69% | 41 |
|
|
2017
Q1 | $1.04M | Sell |
6,369
-31
| -0.5% | -$5.08K | 0.54% | 48 |
|
|
2016
Q4 | $1.02M | Buy |
+6,400
| New | +$1.02M | 0.62% | 39 |
|