MTM Investment Management’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
$280K Sell
2025
Q2
$255K Hold
2025
Q1
$427K Sell
2024
Q4
$453K Sell
2024
Q3
$597K Buy
2024
Q2
$507K Sell
2024
Q1
$592K Buy
2023
Q4
$591K Hold
2023
Q3
$566K Hold
2023
Q2
$540K Hold
2023
Q1
$531K Sell
2022
Q4
$1.15M Buy
2022
Q3
$1.07M Buy
2022
Q2
$910K Buy
2022
Q1
$795K Buy
2021
Q4
$745K Buy
2021
Q3
$513K Buy
2021
Q2
$425K Hold
2021
Q1
$395K Hold
2020
Q4
$372K Buy