J.M. Forbes & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $9.41M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $9.63M | Buy |
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|
2024
Q1 | $9.12M | Sell |
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|
2023
Q4 | $9.9M | Buy |
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|
2023
Q3 | $9.32M | Buy |
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|
2023
Q2 | $8.77M | Buy |
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|
2023
Q1 | $8.57M | Sell |
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|
2022
Q4 | $15.2M | Sell |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.9M | Sell |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $9.48M | Buy |
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|
2020
Q3 | $8.39M | Sell |
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|
2020
Q2 | $7.97M | Buy |
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|
2020
Q1 | $6.72M | Buy |
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|
2019
Q4 | $7.45M | Buy |
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|
2019
Q3 | $5.04M | Sell |
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|
2019
Q2 | $5.68M | Buy |
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|
2019
Q1 | $5.12M | Buy |
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|
2018
Q4 | $5.04M | Sell |
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|
2018
Q3 | $5.39M | Buy |
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|
2018
Q2 | $4.95M | Buy |
|