MSH Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,232
+2,307
| +249% | +$720K | 0.29% | 96 |
|
|
2025
Q1 | $484K | Sell |
925
-17
| -2% | -$8.9K | 0.15% | 154 |
|
|
2024
Q4 | $476K | Sell |
942
-67
| -7% | -$33.9K | 0.15% | 157 |
|
|
2024
Q3 | $590K | Sell |
1,009
-26
| -3% | -$15.2K | 0.18% | 130 |
|
|
2024
Q2 | $527K | Sell |
1,035
-155
| -13% | -$78.9K | 0.18% | 126 |
|
|
2024
Q1 | $589K | Hold |
1,190
| – | – | 0.21% | 113 |
|
|
2023
Q4 | $626K | Sell |
1,190
-145
| -11% | -$76.3K | 0.23% | 106 |
|
|
2023
Q3 | $673K | Sell |
1,335
-67
| -5% | -$33.8K | 0.26% | 104 |
|
|
2023
Q2 | $674K | Buy |
1,402
+262
| +23% | +$126K | 0.25% | 106 |
|
|
2023
Q1 | $539K | Buy |
1,140
+1
| +0.1% | +$473 | 0.23% | 108 |
|
|
2022
Q4 | $604K | Buy |
1,139
+35
| +3% | +$18.6K | 0.27% | 103 |
|
|
2022
Q3 | $557K | Buy |
1,104
+2
| +0.2% | +$1.01K | 0.27% | 95 |
|
|
2022
Q2 | $566K | Sell |
1,102
-225
| -17% | -$116K | 0.26% | 99 |
|
|
2022
Q1 | $677K | Buy |
1,327
+506
| +62% | +$258K | 0.28% | 95 |
|
|
2021
Q4 | $412K | Buy |
+821
| New | +$412K | 0.18% | 118 |
|