J.W. Cole Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
19,644
+5,823
| +42% | +$1.82M | 0.13% | 167 |
|
|
2025
Q1 | $7.24M | Buy |
13,821
+1,820
| +15% | +$953K | 0.22% | 94 |
|
|
2024
Q4 | $6.07M | Buy |
12,001
+551
| +5% | +$279K | 0.25% | 89 |
|
|
2024
Q3 | $6.69M | Buy |
11,450
+2,557
| +29% | +$1.49M | 0.28% | 72 |
|
|
2024
Q2 | $4.53M | Buy |
8,893
+3,672
| +70% | +$1.87M | 0.21% | 100 |
|
|
2024
Q1 | $2.58M | Buy |
5,221
+161
| +3% | +$79.6K | 0.13% | 171 |
|
|
2023
Q4 | $2.66M | Buy |
5,060
+352
| +7% | +$185K | 0.16% | 149 |
|
|
2023
Q3 | $2.37M | Buy |
4,708
+201
| +4% | +$101K | 0.18% | 142 |
|
|
2023
Q2 | $2.17M | Sell |
4,507
-565
| -11% | -$272K | 0.15% | 153 |
|
|
2023
Q1 | $2.4M | Buy |
5,072
+487
| +11% | +$230K | 0.17% | 146 |
|
|
2022
Q4 | $2.43M | Sell |
4,585
-36
| -0.8% | -$19.1K | 0.19% | 134 |
|
|
2022
Q3 | $2.33M | Sell |
4,621
-177
| -4% | -$89.4K | 0.19% | 131 |
|
|
2022
Q2 | $2.46M | Sell |
4,798
-569
| -11% | -$292K | 0.2% | 126 |
|
|
2022
Q1 | $2.74M | Sell |
5,367
-34
| -0.6% | -$17.3K | 0.18% | 132 |
|
|
2021
Q4 | $2.71M | Buy |
5,401
+721
| +15% | +$362K | 0.18% | 135 |
|
|
2021
Q3 | $1.83M | Buy |
4,680
+131
| +3% | +$51.2K | 0.13% | 111 |
|
|
2021
Q2 | $1.82M | Sell |
4,549
-1,035
| -19% | -$415K | 0.14% | 167 |
|
|
2021
Q1 | $2.08M | Sell |
5,584
-353
| -6% | -$131K | 0.2% | 124 |
|
|
2020
Q4 | $2.08M | Sell |
5,937
-2,816
| -32% | -$988K | 0.22% | 110 |
|
|
2020
Q3 | $2.73M | Buy |
+8,753
| New | +$2.73M | 0.21% | 109 |
|
|
2020
Q1 | – | Sell |
-7,325
| Closed | -$2.15M | – | 470 |
|
|
2019
Q4 | $2.15M | Buy |
+7,325
| New | +$2.15M | 0.27% | 99 |
|