MPS Loria Financial Planners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
7,292
+36
| +0.5% | +$11.2K | 0.67% | 14 |
|
|
2025
Q1 | $3.8M | Buy |
7,256
+27
| +0.4% | +$14.1K | 1.13% | 9 |
|
|
2024
Q4 | $3.66M | Buy |
7,229
+35
| +0.5% | +$17.7K | 1.08% | 8 |
|
|
2024
Q3 | $4.21M | Buy |
7,194
+30
| +0.4% | +$17.5K | 1.25% | 7 |
|
|
2024
Q2 | $3.65M | Buy |
7,164
+32
| +0.4% | +$16.3K | 1.18% | 7 |
|
|
2024
Q1 | $3.53M | Buy |
7,132
+13
| +0.2% | +$6.43K | 1.19% | 7 |
|
|
2023
Q4 | $3.75M | Buy |
7,119
+36
| +0.5% | +$19K | 1.32% | 6 |
|
|
2023
Q3 | $3.57M | Buy |
7,083
+26
| +0.4% | +$13.1K | 1.4% | 6 |
|
|
2023
Q2 | $3.39M | Sell |
7,057
-20
| -0.3% | -$9.61K | 1.27% | 6 |
|
|
2023
Q1 | $3.34M | Buy |
7,077
+110
| +2% | +$52K | 1.35% | 6 |
|
|
2022
Q4 | $3.69M | Sell |
6,967
-72
| -1% | -$38.2K | 1.64% | 7 |
|
|
2022
Q3 | $3.56M | Buy |
7,039
+114
| +2% | +$57.6K | 1.38% | 10 |
|
|
2022
Q2 | $3.56M | Buy |
6,925
+28
| +0.4% | +$14.4K | 1.6% | 6 |
|
|
2022
Q1 | $3.52M | Buy |
6,897
+19
| +0.3% | +$9.69K | 1.48% | 5 |
|
|
2021
Q4 | $3.45M | Buy |
6,878
+19
| +0.3% | +$9.54K | 1.41% | 6 |
|
|
2021
Q3 | $2.68M | Buy |
6,859
+73
| +1% | +$28.5K | 1.23% | 6 |
|
|
2021
Q2 | $2.72M | Buy |
6,786
+46
| +0.7% | +$18.4K | 1.25% | 7 |
|
|
2021
Q1 | $2.51M | Sell |
6,740
-28
| -0.4% | -$10.4K | 1.17% | 8 |
|
|
2020
Q4 | $2.37M | Buy |
6,768
+140
| +2% | +$48.9K | 1.06% | 10 |
|
|
2020
Q3 | $2.07M | Buy |
6,628
+55
| +0.8% | +$17.2K | 1.07% | 10 |
|
|
2020
Q2 | $1.94M | Buy |
6,573
+1
| +0% | +$295 | 1.04% | 10 |
|
|
2020
Q1 | $1.64M | Buy |
6,572
+30
| +0.5% | +$7.48K | 1.26% | 10 |
|
|
2019
Q4 | $1.92M | Sell |
6,542
-126
| -2% | -$37K | 1.13% | 11 |
|
|
2019
Q3 | $1.45M | Buy |
6,668
+32
| +0.5% | +$6.95K | 0.94% | 15 |
|
|
2019
Q2 | $1.62M | Buy |
6,636
+28
| +0.4% | +$6.83K | 1.03% | 14 |
|
|
2019
Q1 | $1.63M | Buy |
6,608
+24
| +0.4% | +$5.94K | 1.08% | 13 |
|
|
2018
Q4 | $1.64M | Buy |
6,584
+22
| +0.3% | +$5.48K | 1.18% | 11 |
|
|
2018
Q3 | $1.75M | Buy |
6,562
+22
| +0.3% | +$5.85K | 1.09% | 13 |
|
|
2018
Q2 | $1.6M | Buy |
6,540
+24
| +0.4% | +$5.89K | 1.62% | 11 |
|
|
2018
Q1 | $1.39M | Buy |
6,516
+21
| +0.3% | +$4.49K | 0.98% | 15 |
|
|
2017
Q4 | $1.43M | Buy |
6,495
+22
| +0.3% | +$4.85K | 0.98% | 16 |
|
|
2017
Q3 | $1.27M | Buy |
6,473
+25
| +0.4% | +$4.9K | 0.91% | 17 |
|
|
2017
Q2 | $1.25M | Buy |
+6,448
| New | +$1.25M | 0.84% | 18 |
|