J.W. Coons 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
Q2 | $3.37M | Buy |
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|
2025
Q1 | $5.61M | Sell |
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|
2024
Q4 | $5.43M | Sell |
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|
2024
Q3 | $6.28M | Sell |
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|
2024
Q2 | $5.51M | Buy |
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|
2024
Q1 | $5.29M | Buy |
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|
2023
Q4 | $4.98M | Sell |
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|
2023
Q3 | $4.82M | Sell |
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|
2023
Q2 | $4.73M | Hold |
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|
2023
Q1 | $4.65M | Sell |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $4.97M | Sell |
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|
2022
Q2 | $5.08M | Sell |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | $6.34M | Sell |
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|
2021
Q3 | $4.99M | Buy |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $4.8M | Sell |
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|
2020
Q4 | $4.65M | Buy |
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|
2020
Q3 | $4.06M | Buy |
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|
2020
Q2 | $3.56M | Buy |
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|
2020
Q1 | $2.38M | Buy |
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