MWA Asset 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 | – | Sell |
-1,829
| Closed | -$958K | – | 123 |
|
|
2025
Q1 | $958K | Sell |
1,829
-1,980
| -52% | -$1.04M | 0.66% | 49 |
|
|
2024
Q4 | $1.93M | Buy |
3,809
+93
| +3% | +$47.1K | 1.28% | 23 |
|
|
2024
Q3 | $2.17M | Buy |
3,716
+69
| +2% | +$40.3K | 1.44% | 18 |
|
|
2024
Q2 | $1.86M | Buy |
3,647
+426
| +13% | +$217K | 1.32% | 24 |
|
|
2024
Q1 | $1.59M | Buy |
3,221
+133
| +4% | +$65.8K | 1.15% | 31 |
|
|
2023
Q4 | $1.63M | Buy |
3,088
+21
| +0.7% | +$11.1K | 1.34% | 25 |
|
|
2023
Q3 | $1.55M | Buy |
+3,067
| New | +$1.55M | 1.49% | 19 |
|