Glass Jacobson Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4K | Buy |
123
+55
| +81% | +$17.2K | 0.01% | 317 |
|
|
2025
Q1 | $34.4K | Hold |
68
| – | – | 0.01% | 430 |
|
|
2024
Q4 | $34.4K | Sell |
68
-26
| -28% | -$13.2K | 0.01% | 430 |
|
|
2024
Q3 | $55K | Hold |
94
| – | – | 0.02% | 347 |
|
|
2024
Q2 | $47.9K | Hold |
94
| – | – | 0.02% | 347 |
|
|
2024
Q1 | $46.5K | Sell |
94
-48
| -34% | -$23.7K | 0.02% | 360 |
|
|
2023
Q4 | $74.8K | Sell |
142
-4
| -3% | -$2.11K | 0.03% | 296 |
|
|
2023
Q3 | $73.6K | Buy |
146
+48
| +49% | +$24.2K | 0.03% | 293 |
|
|
2023
Q2 | $47.1K | Buy |
+98
| New | +$47.1K | 0.02% | 337 |
|
|
2022
Q4 | $52K | Buy |
+98
| New | +$52K | 0.03% | 341 |
|