MCM
MV Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
1,478
-239
| -14% | -$74.6K | 0.05% | 125 |
|
|
2025
Q1 | $899K | Buy |
1,717
+45
| +3% | +$23.6K | 0.1% | 97 |
|
|
2024
Q4 | $846K | Sell |
1,672
-57
| -3% | -$28.8K | 0.09% | 97 |
|
|
2024
Q3 | $1.01M | Buy |
1,729
+79
| +5% | +$46.2K | 0.11% | 95 |
|
|
2024
Q2 | $840K | Sell |
1,650
-57
| -3% | -$29K | 0.09% | 96 |
|
|
2024
Q1 | $844K | Sell |
1,707
-44
| -3% | -$21.8K | 0.1% | 98 |
|
|
2023
Q4 | $922K | Buy |
1,751
+44
| +3% | +$23.2K | 0.12% | 87 |
|
|
2023
Q3 | $861K | Buy |
1,707
+24
| +1% | +$12.1K | 0.11% | 88 |
|
|
2023
Q2 | $809K | Buy |
1,683
+23
| +1% | +$11.1K | 0.11% | 90 |
|
|
2023
Q1 | $785K | Buy |
1,660
+65
| +4% | +$30.7K | 0.11% | 84 |
|
|
2022
Q4 | $846K | Buy |
1,595
+10
| +0.6% | +$5.3K | 0.13% | 78 |
|
|
2022
Q3 | $800K | Buy |
1,585
+90
| +6% | +$45.4K | 0.14% | 80 |
|
|
2022
Q2 | $768K | Buy |
1,495
+63
| +4% | +$32.4K | 0.13% | 84 |
|
|
2022
Q1 | $730K | Buy |
1,432
+46
| +3% | +$23.5K | 0.11% | 92 |
|
|
2021
Q4 | $696K | Buy |
1,386
+35
| +3% | +$17.6K | 0.1% | 87 |
|
|
2021
Q3 | $528K | Buy |
1,351
+125
| +10% | +$48.9K | 0.09% | 94 |
|
|
2021
Q2 | $491K | Buy |
1,226
+117
| +11% | +$46.9K | 0.08% | 96 |
|
|
2021
Q1 | $413K | Buy |
1,109
+19
| +2% | +$7.08K | 0.08% | 92 |
|
|
2020
Q4 | $382K | Hold |
1,090
| – | – | 0.07% | 88 |
|
|
2020
Q3 | $340K | Hold |
1,090
| – | – | 0.07% | 80 |
|
|
2020
Q2 | $321K | Hold |
1,090
| – | – | 0.08% | 83 |
|
|
2020
Q1 | $272K | Hold |
1,090
| – | – | 0.07% | 82 |
|
|
2019
Q4 | $320K | Sell |
1,090
-11
| -1% | -$3.23K | 0.07% | 88 |
|
|
2019
Q3 | $239K | Buy |
1,101
+11
| +1% | +$2.39K | 0.05% | 99 |
|
|
2019
Q2 | $266K | Hold |
1,090
| – | – | 0.06% | 95 |
|
|
2019
Q1 | $270K | Hold |
1,090
| – | – | 0.06% | 88 |
|
|
2018
Q4 | $272K | Hold |
1,090
| – | – | 0.08% | 78 |
|
|
2018
Q3 | $290K | Hold |
1,090
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $267K | Hold |
1,090
| – | – | 0.07% | 79 |
|
|
2018
Q1 | $233K | Hold |
1,090
| – | – | 0.06% | 83 |
|
|
2017
Q4 | $240K | Hold |
1,090
| – | – | 0.07% | 85 |
|
|
2017
Q3 | $213K | Hold |
1,090
| – | – | 0.06% | 89 |
|
|
2017
Q2 | $202K | Hold |
1,090
| – | – | 0.06% | 92 |
|
|
2017
Q1 | $179K | Hold |
1,090
| – | – | 0.06% | 99 |
|
|
2016
Q4 | $174K | Hold |
1,090
| – | – | 0.06% | 96 |
|
|
2016
Q3 | $153K | Hold |
1,090
| – | – | 0.06% | 101 |
|
|
2016
Q2 | $154K | Hold |
1,090
| – | – | 0.06% | 108 |
|
|
2016
Q1 | $141K | Hold |
1,090
| – | – | 0.06% | 108 |
|
|
2015
Q4 | $128K | Hold |
1,090
| – | – | 0.05% | 115 |
|
|
2015
Q3 | $126K | Sell |
1,090
-14
| -1% | -$1.62K | 0.06% | 103 |
|
|
2015
Q2 | $135K | Buy |
1,104
+14
| +1% | +$1.71K | 0.05% | 105 |
|
|
2015
Q1 | $129K | Sell |
1,090
-45
| -4% | -$5.33K | 0.05% | 99 |
|
|
2014
Q4 | $115K | Buy |
+1,135
| New | +$115K | 0.05% | 99 |
|