JSAM
J. Safra Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,373
+257
| +23% | +$79.4K | 0.03% | 88 |
|
|
2025
Q1 | $585K | Sell |
1,116
-773
| -41% | -$405K | 0.05% | 60 |
|
|
2024
Q4 | $959K | Buy |
1,889
+541
| +40% | +$275K | 0.08% | 43 |
|
|
2024
Q3 | $784K | Buy |
1,348
+178
| +15% | +$104K | 0.07% | 35 |
|
|
2024
Q2 | $596K | Buy |
1,170
+514
| +78% | +$262K | 0.06% | 33 |
|
|
2024
Q1 | $325K | Buy |
656
+151
| +30% | +$74.7K | 0.04% | 33 |
|
|
2023
Q4 | $266K | Buy |
505
+9
| +2% | +$4.74K | 0.04% | 33 |
|
|
2023
Q3 | $250K | Buy |
496
+107
| +28% | +$53.9K | 0.04% | 32 |
|
|
2023
Q2 | $187K | Hold |
389
| – | – | 0.03% | 48 |
|
|
2023
Q1 | $184K | Hold |
389
| – | – | 0.03% | 49 |
|
|
2022
Q4 | $206K | Buy |
389
+183
| +89% | +$96.9K | 0.04% | 24 |
|
|
2022
Q3 | $0 | Buy |
206
+7
| +4% | – | ﹤0.01% | 99 |
|
|
2022
Q2 | $0 | Sell |
199
-74
| -27% | – | ﹤0.01% | 140 |
|
|
2022
Q1 | $0 | Buy |
+273
| New | – | ﹤0.01% | 141 |
|