MSWM
Mowery & Schoenfeld Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
365
-30
| -8% | -$9.36K | 0.17% | 68 |
|
|
2025
Q1 | $207K | Buy |
395
+30
| +8% | +$15.7K | 0.41% | 45 |
|
|
2024
Q4 | $185K | Buy |
365
+73
| +25% | +$36.9K | 0.36% | 46 |
|
|
2024
Q3 | $171K | Hold |
292
| – | – | 0.27% | 42 |
|
|
2024
Q2 | $149K | Buy |
292
+116
| +66% | +$59.1K | 0.21% | 48 |
|
|
2024
Q1 | $87.1K | Buy |
176
+159
| +935% | +$78.7K | 0.17% | 57 |
|
|
2023
Q4 | $8.95K | Buy |
+17
| New | +$8.95K | 0.02% | 114 |
|