MFS
Monetta Financial Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$1.17M | – | 58 |
|
|
2024
Q3 | $1.17M | Hold |
2,000
| – | – | 1% | 22 |
|
|
2024
Q2 | $1.02M | Hold |
2,000
| – | – | 0.88% | 27 |
|
|
2024
Q1 | $989K | Sell |
2,000
-2,000
| -50% | -$989K | 0.89% | 29 |
|
|
2023
Q4 | $2.11M | Hold |
4,000
| – | – | 2.01% | 12 |
|
|
2023
Q3 | $2.02M | Hold |
4,000
| – | – | 2.2% | 12 |
|
|
2023
Q2 | $1.92M | Sell |
4,000
-500
| -11% | -$240K | 1.88% | 14 |
|
|
2023
Q1 | $2.13M | Sell |
4,500
-1,500
| -25% | -$709K | 2.27% | 12 |
|
|
2022
Q4 | $3.18M | Hold |
6,000
| – | – | 3.67% | 9 |
|
|
2022
Q3 | $3.03M | Hold |
6,000
| – | – | 3.45% | 10 |
|
|
2022
Q2 | $3.08M | Hold |
6,000
| – | – | 3.23% | 10 |
|
|
2022
Q1 | $3.06M | Hold |
6,000
| – | – | 2.54% | 14 |
|
|
2021
Q4 | $3.01M | Hold |
6,000
| – | – | 2.33% | 15 |
|
|
2021
Q3 | $2.34M | Hold |
6,000
| – | – | 1.9% | 16 |
|
|
2021
Q2 | $2.4M | Hold |
6,000
| – | – | 1.85% | 18 |
|
|
2021
Q1 | $2.23M | Sell |
6,000
-2,000
| -25% | -$744K | 1.76% | 19 |
|
|
2020
Q4 | $2.81M | Hold |
8,000
| – | – | 2.19% | 15 |
|
|
2020
Q3 | $2.49M | Hold |
8,000
| – | – | 2.11% | 16 |
|
|
2020
Q2 | $2.36M | Hold |
8,000
| – | – | 2.07% | 14 |
|
|
2020
Q1 | $2M | Sell |
8,000
-5,000
| -38% | -$1.25M | 2.05% | 14 |
|
|
2019
Q4 | $3.82M | Hold |
13,000
| – | – | 2.85% | 14 |
|
|
2019
Q3 | $2.83M | Hold |
13,000
| – | – | 2.03% | 18 |
|
|
2019
Q2 | $3.17M | Sell |
13,000
-14,000
| -52% | -$3.42M | 2.17% | 16 |
|
|
2019
Q1 | $6.68M | Hold |
27,000
| – | – | 4.81% | 7 |
|
|
2018
Q4 | $6.73M | Hold |
27,000
| – | – | 5.25% | 7 |
|
|
2018
Q3 | $7.18M | Hold |
27,000
| – | – | 4.38% | 6 |
|
|
2018
Q2 | $6.62M | Hold |
27,000
| – | – | 3.45% | 11 |
|
|
2018
Q1 | $5.78M | Hold |
27,000
| – | – | 3.09% | 12 |
|
|
2017
Q4 | $5.95M | Hold |
27,000
| – | – | 3.08% | 13 |
|
|
2017
Q3 | $5.29M | Hold |
27,000
| – | – | 2.87% | 15 |
|
|
2017
Q2 | $5.01M | Hold |
27,000
| – | – | 2.82% | 14 |
|
|
2017
Q1 | $4.43M | Buy |
27,000
+10,000
| +59% | +$1.64M | 2.56% | 11 |
|
|
2016
Q4 | $2.72M | Hold |
17,000
| – | – | 1.68% | 18 |
|
|
2016
Q3 | $2.38M | Hold |
17,000
| – | – | 1.53% | 20 |
|
|
2016
Q2 | $2.4M | Hold |
17,000
| – | – | 1.52% | 15 |
|
|
2016
Q1 | $2.19M | Hold |
17,000
| – | – | 1.36% | 22 |
|
|
2015
Q4 | $2M | Hold |
17,000
| – | – | 1.18% | 20 |
|
|
2015
Q3 | $1.97M | Hold |
17,000
| – | – | 1.21% | 22 |
|
|
2015
Q2 | $2.07M | Hold |
17,000
| – | – | 1.18% | 22 |
|
|
2015
Q1 | $2.01M | Buy |
17,000
+5,000
| +42% | +$591K | 1.07% | 30 |
|
|
2014
Q4 | $1.21M | Buy |
+12,000
| New | +$1.21M | 0.63% | 45 |
|
|
2013
Q3 | – | Sell |
-14,000
| Closed | -$917K | – | 72 |
|
|
2013
Q2 | $917K | Buy |
+14,000
| New | +$917K | 0.82% | 47 |
|