JWBC
J.W. Burns & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
1,755
-11,199
| -86% | -$3.49M | 0.07% | 129 |
|
|
2025
Q1 | $6.78M | Sell |
12,954
-1,389
| -10% | -$727K | 0.88% | 33 |
|
|
2024
Q4 | $7.26M | Sell |
14,343
-246
| -2% | -$124K | 0.93% | 29 |
|
|
2024
Q3 | $8.53M | Sell |
14,589
-126
| -0.9% | -$73.7K | 1.11% | 27 |
|
|
2024
Q2 | $7.49M | Sell |
14,715
-3
| -0% | -$1.53K | 1.01% | 27 |
|
|
2024
Q1 | $7.28M | Buy |
14,718
+199
| +1% | +$98.4K | 1.01% | 31 |
|
|
2023
Q4 | $7.64M | Buy |
14,519
+54
| +0.4% | +$28.4K | 1.13% | 23 |
|
|
2023
Q3 | $7.29M | Buy |
14,465
+1,179
| +9% | +$594K | 1.18% | 22 |
|
|
2023
Q2 | $6.39M | Buy |
13,286
+482
| +4% | +$232K | 1.02% | 29 |
|
|
2023
Q1 | $6.05M | Buy |
12,804
+455
| +4% | +$215K | 1.03% | 29 |
|
|
2022
Q4 | $6.55M | Buy |
12,349
+1,612
| +15% | +$855K | 1.2% | 26 |
|
|
2022
Q3 | $5.42M | Buy |
10,737
+3,383
| +46% | +$1.71M | 1.06% | 29 |
|
|
2022
Q2 | $3.78M | Buy |
7,354
+1,157
| +19% | +$594K | 0.71% | 44 |
|
|
2022
Q1 | $3.16M | Buy |
6,197
+254
| +4% | +$130K | 0.5% | 53 |
|
|
2021
Q4 | $2.98M | Buy |
5,943
+194
| +3% | +$97.4K | 0.43% | 55 |
|
|
2021
Q3 | $2.25M | Buy |
5,749
+30
| +0.5% | +$11.7K | 0.35% | 61 |
|
|
2021
Q2 | $2.29M | Sell |
5,719
-111
| -2% | -$44.4K | 0.36% | 62 |
|
|
2021
Q1 | $2.17M | Buy |
5,830
+515
| +10% | +$192K | 0.37% | 64 |
|
|
2020
Q4 | $1.86M | Buy |
5,315
+215
| +4% | +$75.4K | 0.33% | 65 |
|
|
2020
Q3 | $1.59M | Buy |
5,100
+35
| +0.7% | +$10.9K | 0.32% | 66 |
|
|
2020
Q2 | $1.49M | Buy |
5,065
+155
| +3% | +$45.7K | 0.33% | 69 |
|
|
2020
Q1 | $1.22M | Sell |
4,910
-13
| -0.3% | -$3.24K | 0.33% | 69 |
|
|
2019
Q4 | $1.45M | Buy |
4,923
+135
| +3% | +$39.7K | 0.31% | 76 |
|
|
2019
Q3 | $1.04M | Buy |
4,788
+385
| +9% | +$83.7K | 0.24% | 85 |
|
|
2019
Q2 | $1.07M | Buy |
4,403
+1,480
| +51% | +$361K | 0.25% | 86 |
|
|
2019
Q1 | $723K | Buy |
+2,923
| New | +$723K | 0.18% | 100 |
|