MRA Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
2,665
-456
| -15% | -$142K | 0.39% | 35 |
|
|
2025
Q1 | $1.63M | Sell |
3,121
-337
| -10% | -$177K | 0.87% | 22 |
|
|
2024
Q4 | $1.75M | Sell |
3,458
-400
| -10% | -$202K | 0.93% | 24 |
|
|
2024
Q3 | $2.26M | Sell |
3,858
-403
| -9% | -$236K | 1.23% | 19 |
|
|
2024
Q2 | $2.17M | Sell |
4,261
-695
| -14% | -$354K | 1.24% | 17 |
|
|
2024
Q1 | $2.45M | Buy |
4,956
+837
| +20% | +$414K | 1.46% | 17 |
|
|
2023
Q4 | $2.17M | Buy |
4,119
+1,180
| +40% | +$621K | 1.43% | 16 |
|
|
2023
Q3 | $1.48M | Sell |
2,939
-581
| -17% | -$293K | 1.06% | 30 |
|
|
2023
Q2 | $1.69M | Sell |
3,520
-311
| -8% | -$149K | 1.16% | 27 |
|
|
2023
Q1 | $1.81M | Sell |
3,831
-63
| -2% | -$29.8K | 1.31% | 23 |
|
|
2022
Q4 | $2.06M | Buy |
3,894
+519
| +15% | +$275K | 1.62% | 22 |
|
|
2022
Q3 | $1.68M | Buy |
3,375
+173
| +5% | +$86.3K | 1.43% | 20 |
|
|
2022
Q2 | $1.65M | Sell |
3,202
-1
| -0% | -$514 | 1.44% | 23 |
|
|
2022
Q1 | $1.63M | Sell |
3,203
-15
| -0.5% | -$7.65K | 1.24% | 21 |
|
|
2021
Q4 | $1.62M | Buy |
3,218
+9
| +0.3% | +$4.52K | 1.25% | 26 |
|
|
2021
Q3 | $1.25M | Hold |
3,209
| – | – | 1.07% | 30 |
|
|
2021
Q2 | $1.29M | Sell |
3,209
-39
| -1% | -$15.6K | 1.1% | 28 |
|
|
2021
Q1 | $1.21M | Sell |
3,248
-143
| -4% | -$53.2K | 1.14% | 27 |
|
|
2020
Q4 | $1.19M | Buy |
+3,391
| New | +$1.19M | 1.17% | 27 |
|