Mystic 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 | $1.6M | Buy |
5,114
+3,664
| +253% | +$1.14M | 0.39% | 67 |
|
|
2025
Q1 | $759K | Buy |
1,450
+283
| +24% | +$148K | 0.2% | 104 |
|
|
2024
Q4 | $590K | Buy |
1,167
+507
| +77% | +$256K | 0.16% | 121 |
|
|
2024
Q3 | $386K | Hold |
660
| – | – | 0.15% | 126 |
|
|
2024
Q2 | $336K | Buy |
660
+113
| +21% | +$57.5K | 0.14% | 128 |
|
|
2024
Q1 | $271K | Buy |
547
+105
| +24% | +$51.9K | 0.11% | 140 |
|
|
2023
Q4 | $233K | Buy |
442
+30
| +7% | +$15.8K | 0.11% | 139 |
|
|
2023
Q3 | $208K | Buy |
+412
| New | +$208K | 0.12% | 141 |
|
|
2022
Q3 | – | Sell |
-470
| Closed | -$241K | – | 150 |
|
|
2022
Q2 | $241K | Hold |
470
| – | – | 0.15% | 135 |
|
|
2022
Q1 | $239K | Buy |
470
+100
| +27% | +$50.9K | 0.13% | 148 |
|
|
2021
Q4 | $185K | Buy |
+370
| New | +$185K | 0.09% | 159 |
|