Morton Brown Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67K | Buy |
31
+17
| +121% | +$5.3K | ﹤0.01% | 194 |
|
|
2025
Q1 | $7.33K | Buy |
+14
| New | +$7.33K | ﹤0.01% | 212 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1.58K | – | 295 |
|
|
2023
Q4 | $1.58K | Buy |
+3
| New | +$1.58K | ﹤0.01% | 250 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$2.36K | – | 287 |
|
|
2023
Q1 | $2.36K | Buy |
+5
| New | +$2.36K | ﹤0.01% | 183 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$12K | – | 209 |
|
|
2021
Q4 | $12K | Buy |
+23
| New | +$12K | 0.01% | 117 |
|