Mosaic Family Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Sell |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $996K | Buy |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $935K | Buy |
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|
2024
Q1 | $897K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $912K | Hold |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $959K | Buy |
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