J.W. Burns & 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 | $548K | Sell |
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|
2025
Q1 | $6.78M | Sell |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $8.53M | Sell |
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|
2024
Q2 | $7.49M | Sell |
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|
2024
Q1 | $7.28M | Buy |
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|
2023
Q4 | $7.64M | Buy |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $6.39M | Buy |
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|
2023
Q1 | $6.05M | Buy |
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|
2022
Q4 | $6.55M | Buy |
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|
2022
Q3 | $5.42M | Buy |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.17M | Buy |
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|
2020
Q4 | $1.86M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $723K | Buy |
|