MMG
UNH icon

Monetary Management Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.78M Buy
8,908
+1,061
+14% +$331K 0.68% 32
2025
Q1
$4.11M Buy
7,847
+75
+1% +$39.3K 1.11% 16
2024
Q4
$3.93M Sell
7,772
-2,141
-22% -$1.08M 1.02% 16
2024
Q3
$5.8M Sell
9,913
-1,970
-17% -$1.15M 1.49% 11
2024
Q2
$6.05M Sell
11,883
-50
-0.4% -$25.5K 1.6% 11
2024
Q1
$5.9M Buy
11,933
+145
+1% +$71.7K 1.64% 11
2023
Q4
$6.21M Sell
11,788
-525
-4% -$276K 1.94% 8
2023
Q3
$6.21M Sell
12,313
-430
-3% -$217K 2.07% 8
2023
Q2
$6.12M Sell
12,743
-1,775
-12% -$853K 1.88% 8
2023
Q1
$6.86M Buy
14,518
+20
+0.1% +$9.45K 2.02% 8
2022
Q4
$7.69M Sell
14,498
-405
-3% -$215K 2.4% 6
2022
Q3
$7.53M Sell
14,903
-147
-1% -$74.2K 2.48% 6
2022
Q2
$7.73M Buy
15,050
+795
+6% +$408K 2.42% 7
2022
Q1
$7.27M Buy
14,255
+40
+0.3% +$20.4K 1.93% 8
2021
Q4
$7.14M Buy
14,215
+185
+1% +$92.9K 1.77% 8
2021
Q3
$5.48M Buy
14,030
+1,150
+9% +$449K 1.51% 9
2021
Q2
$5.16M Sell
12,880
-2,930
-19% -$1.17M 1.55% 8
2021
Q1
$5.88M Sell
15,810
-1,150
-7% -$428K 1.85% 7
2020
Q4
$5.95M Sell
16,960
-165
-1% -$57.9K 1.96% 7
2020
Q3
$5.34M Sell
17,125
-1,095
-6% -$341K 1.9% 7
2020
Q2
$5.37M Sell
18,220
-950
-5% -$280K 2.03% 7
2020
Q1
$4.78M Sell
19,170
-650
-3% -$162K 2.12% 6
2019
Q4
$5.83M Sell
19,820
-195
-1% -$57.3K 2.13% 6
2019
Q3
$4.35M Buy
20,015
+705
+4% +$153K 1.65% 9
2019
Q2
$4.71M Sell
19,310
-1,250
-6% -$305K 1.81% 9
2019
Q1
$5.08M Buy
20,560
+1,115
+6% +$276K 2.01% 7
2018
Q4
$4.84M Sell
19,445
-300
-2% -$74.7K 2.19% 7
2018
Q3
$5.25M Buy
19,745
+175
+0.9% +$46.6K 2.01% 7
2018
Q2
$4.8M Buy
19,570
+560
+3% +$137K 1.96% 8
2018
Q1
$4.07M Buy
19,010
+210
+1% +$44.9K 1.69% 15
2017
Q4
$4.15M Sell
18,800
-45
-0.2% -$9.92K 1.67% 15
2017
Q3
$3.69M Buy
18,845
+190
+1% +$37.2K 1.56% 17
2017
Q2
$3.46M Sell
18,655
-75
-0.4% -$13.9K 1.41% 22
2017
Q1
$3.07M Sell
18,730
-50
-0.3% -$8.2K 1.34% 24
2016
Q4
$3.01M Sell
18,780
-1,075
-5% -$172K 1.39% 21
2016
Q3
$2.78M Buy
19,855
+3,175
+19% +$445K 1.29% 26
2016
Q2
$2.36M Buy
16,680
+5,580
+50% +$788K 1.1% 33
2016
Q1
$1.43M Sell
11,100
-950
-8% -$122K 0.7% 51
2015
Q4
$1.42M Buy
12,050
+500
+4% +$58.8K 0.68% 50
2015
Q3
$1.34M Sell
11,550
-700
-6% -$81.2K 0.67% 50
2015
Q2
$1.49M Sell
12,250
-150
-1% -$18.3K 0.67% 47
2015
Q1
$1.47M Sell
12,400
-150
-1% -$17.7K 0.65% 51
2014
Q4
$1.27M Sell
12,550
-850
-6% -$85.9K 0.56% 60
2014
Q3
$1.16M Sell
13,400
-800
-6% -$69K 0.54% 59
2014
Q2
$1.16M Buy
14,200
+825
+6% +$67.5K 0.54% 58
2014
Q1
$1.1M Buy
13,375
+1,425
+12% +$117K 0.51% 62
2013
Q4
$900K Sell
11,950
-22,275
-65% -$1.68M 0.42% 68
2013
Q3
$2.45M Sell
34,225
-24,075
-41% -$1.72M 1.29% 23
2013
Q2
$3.82M Buy
+58,300
New +$3.82M 2.09% 6