Gilliland Jeter Wealth 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 | $1.08M | Sell |
3,476
-468
| -12% | -$146K | 0.35% | 66 |
|
|
2025
Q1 | $2.07M | Sell |
3,944
-375
| -9% | -$196K | 0.73% | 36 |
|
|
2024
Q4 | $2.18M | Sell |
4,319
-76
| -2% | -$38.4K | 0.74% | 37 |
|
|
2024
Q3 | $2.57M | Sell |
4,395
-16
| -0.4% | -$9.35K | 0.83% | 30 |
|
|
2024
Q2 | $2.25M | Sell |
4,411
-190
| -4% | -$96.8K | 0.76% | 32 |
|
|
2024
Q1 | $2.28M | Buy |
4,601
+619
| +16% | +$306K | 0.79% | 34 |
|
|
2023
Q4 | $2.1M | Buy |
+3,982
| New | +$2.1M | 0.87% | 34 |
|