MTM Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
816
| – | – | 0.09% | 176 |
|
|
2025
Q1 | $427K | Sell |
816
-80
| -9% | -$41.9K | 0.17% | 131 |
|
|
2024
Q4 | $453K | Sell |
896
-113
| -11% | -$57.2K | 0.17% | 123 |
|
|
2024
Q3 | $597K | Buy |
1,009
+13
| +1% | +$7.69K | 0.23% | 100 |
|
|
2024
Q2 | $507K | Sell |
996
-200
| -17% | -$102K | 0.21% | 109 |
|
|
2024
Q1 | $592K | Buy |
1,196
+73
| +7% | +$36.1K | 0.24% | 100 |
|
|
2023
Q4 | $591K | Hold |
1,123
| – | – | 0.27% | 95 |
|
|
2023
Q3 | $566K | Hold |
1,123
| – | – | 0.29% | 91 |
|
|
2023
Q2 | $540K | Hold |
1,123
| – | – | 0.26% | 93 |
|
|
2023
Q1 | $531K | Sell |
1,123
-1,039
| -48% | -$491K | 0.27% | 95 |
|
|
2022
Q4 | $1.15M | Buy |
2,162
+33
| +2% | +$17.5K | 0.6% | 51 |
|
|
2022
Q3 | $1.08M | Buy |
2,129
+370
| +21% | +$187K | 0.61% | 51 |
|
|
2022
Q2 | $910K | Buy |
1,759
+201
| +13% | +$104K | 0.49% | 60 |
|
|
2022
Q1 | $795K | Buy |
1,558
+75
| +5% | +$38.3K | 0.38% | 76 |
|
|
2021
Q4 | $745K | Buy |
1,483
+169
| +13% | +$84.9K | 0.35% | 83 |
|
|
2021
Q3 | $513K | Buy |
1,314
+253
| +24% | +$98.8K | 0.28% | 96 |
|
|
2021
Q2 | $425K | Hold |
1,061
| – | – | 0.22% | 106 |
|
|
2021
Q1 | $395K | Hold |
1,061
| – | – | 0.22% | 105 |
|
|
2020
Q4 | $372K | Buy |
+1,061
| New | +$372K | 0.23% | 102 |
|