Mosaic Family Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
1,833
-70
| -4% | -$21.8K | 0.07% | 123 |
|
|
2025
Q1 | $996K | Buy |
1,903
+63
| +3% | +$33K | 0.14% | 80 |
|
|
2024
Q4 | $931K | Sell |
1,840
-54
| -3% | -$27.3K | 0.13% | 85 |
|
|
2024
Q3 | $1.11M | Buy |
1,894
+58
| +3% | +$33.9K | 0.16% | 73 |
|
|
2024
Q2 | $935K | Buy |
1,836
+22
| +1% | +$11.2K | 0.15% | 78 |
|
|
2024
Q1 | $897K | Sell |
1,814
-377
| -17% | -$187K | 0.15% | 80 |
|
|
2023
Q4 | $1.15M | Buy |
2,191
+382
| +21% | +$201K | 0.2% | 57 |
|
|
2023
Q3 | $912K | Hold |
1,809
| – | – | 0.18% | 64 |
|
|
2023
Q2 | $869K | Sell |
1,809
-3
| -0.2% | -$1.44K | 0.17% | 73 |
|
|
2023
Q1 | $856K | Buy |
1,812
+4
| +0.2% | +$1.89K | 0.18% | 70 |
|
|
2022
Q4 | $959K | Buy |
+1,808
| New | +$959K | 0.27% | 59 |
|