JMFC
J.M. Forbes & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,097
| Closed | -$10M | – | 143 |
|
|
2025
Q1 | $10M | Buy |
19,097
+502
| +3% | +$263K | 0.97% | 37 |
|
|
2024
Q4 | $9.41M | Buy |
18,595
+44
| +0.2% | +$22.3K | 0.91% | 39 |
|
|
2024
Q3 | $10.8M | Sell |
18,551
-359
| -2% | -$210K | 1.06% | 36 |
|
|
2024
Q2 | $9.63M | Buy |
18,910
+466
| +3% | +$237K | 0.99% | 37 |
|
|
2024
Q1 | $9.12M | Sell |
18,444
-353
| -2% | -$175K | 0.99% | 39 |
|
|
2023
Q4 | $9.9M | Buy |
18,797
+313
| +2% | +$165K | 1.15% | 31 |
|
|
2023
Q3 | $9.32M | Buy |
18,484
+240
| +1% | +$121K | 1.21% | 28 |
|
|
2023
Q2 | $8.77M | Buy |
18,244
+100
| +0.6% | +$48.1K | 1.09% | 35 |
|
|
2023
Q1 | $8.58M | Sell |
18,144
-10,452
| -37% | -$4.94M | 1.17% | 37 |
|
|
2022
Q4 | $15.2M | Sell |
28,596
-72
| -0.3% | -$38.2K | 2.19% | 18 |
|
|
2022
Q3 | $14.5M | Buy |
28,668
+368
| +1% | +$186K | 2.26% | 14 |
|
|
2022
Q2 | $14.5M | Buy |
28,300
+76
| +0.3% | +$39K | 2.14% | 18 |
|
|
2022
Q1 | $14.4M | Buy |
28,224
+228
| +0.8% | +$116K | 1.82% | 22 |
|
|
2021
Q4 | $14.1M | Buy |
27,996
+201
| +0.7% | +$101K | 1.61% | 27 |
|
|
2021
Q3 | $10.9M | Buy |
27,795
+456
| +2% | +$178K | 1.37% | 32 |
|
|
2021
Q2 | $10.9M | Sell |
27,339
-17
| -0.1% | -$6.81K | 1.38% | 32 |
|
|
2021
Q1 | $10.2M | Buy |
27,356
+311
| +1% | +$116K | 1.42% | 31 |
|
|
2020
Q4 | $9.48M | Buy |
27,045
+117
| +0.4% | +$41K | 1.39% | 30 |
|
|
2020
Q3 | $8.4M | Sell |
26,928
-88
| -0.3% | -$27.4K | 1.34% | 29 |
|
|
2020
Q2 | $7.97M | Buy |
27,016
+75
| +0.3% | +$22.1K | 1.42% | 29 |
|
|
2020
Q1 | $6.72M | Buy |
26,941
+1,614
| +6% | +$403K | 1.5% | 30 |
|
|
2019
Q4 | $7.45M | Buy |
25,327
+2,142
| +9% | +$630K | 1.22% | 40 |
|
|
2019
Q3 | $5.04M | Sell |
23,185
-81
| -0.3% | -$17.6K | 0.97% | 42 |
|
|
2019
Q2 | $5.68M | Buy |
23,266
+2,558
| +12% | +$624K | 1.1% | 39 |
|
|
2019
Q1 | $5.12M | Buy |
20,708
+461
| +2% | +$114K | 1.1% | 39 |
|
|
2018
Q4 | $5.04M | Sell |
20,247
-9
| -0% | -$2.24K | 1.19% | 37 |
|
|
2018
Q3 | $5.39M | Buy |
20,256
+90
| +0.4% | +$23.9K | 1.15% | 40 |
|
|
2018
Q2 | $4.95M | Buy |
+20,166
| New | +$4.95M | 1.11% | 40 |
|