J.W. Cole Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.21M | Buy |
|
|||||
|
2025
Q2 | $6.13M | Buy |
|
|||||
|
2025
Q1 | $7.24M | Buy |
|
|||||
|
2024
Q4 | $6.07M | Buy |
|
|||||
|
2024
Q3 | $6.69M | Buy |
|
|||||
|
2024
Q2 | $4.53M | Buy |
|
|||||
|
2024
Q1 | $2.58M | Buy |
|
|||||
|
2023
Q4 | $2.66M | Buy |
|
|||||
|
2023
Q3 | $2.37M | Buy |
|
|||||
|
2023
Q2 | $2.17M | Sell |
|
|||||
|
2023
Q1 | $2.4M | Buy |
|
|||||
|
2022
Q4 | $2.43M | Sell |
|
|||||
|
2022
Q3 | $2.33M | Sell |
|
|||||
|
2022
Q2 | $2.46M | Sell |
|
|||||
|
2022
Q1 | $2.74M | Sell |
|
|||||
|
2021
Q4 | $2.71M | Buy |
|
|||||
|
2021
Q3 | $1.83M | Buy |
|
|||||
|
2021
Q2 | $1.82M | Sell |
|
|||||
|
2021
Q1 | $2.08M | Sell |
|
|||||
|
2020
Q4 | $2.08M | Sell |
|
|||||
|
2020
Q3 | $2.73M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.15M | Buy |
|