J.W. Coons 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 | $3.37M | Buy |
10,807
+104
| +1% | +$32.4K | 0.76% | 37 |
|
|
2025
Q1 | $5.61M | Sell |
10,703
-22
| -0.2% | -$11.5K | 1.48% | 9 |
|
|
2024
Q4 | $5.43M | Sell |
10,725
-20
| -0.2% | -$10.1K | 1.39% | 12 |
|
|
2024
Q3 | $6.28M | Sell |
10,745
-65
| -0.6% | -$38K | 1.57% | 8 |
|
|
2024
Q2 | $5.51M | Buy |
10,810
+124
| +1% | +$63.1K | 1.33% | 11 |
|
|
2024
Q1 | $5.29M | Buy |
10,686
+1,224
| +13% | +$605K | 1.19% | 11 |
|
|
2023
Q4 | $4.98M | Sell |
9,462
-104
| -1% | -$54.8K | 1.35% | 9 |
|
|
2023
Q3 | $4.82M | Sell |
9,566
-270
| -3% | -$136K | 1.39% | 8 |
|
|
2023
Q2 | $4.73M | Hold |
9,836
| – | – | 1.29% | 13 |
|
|
2023
Q1 | $4.65M | Sell |
9,836
-152
| -2% | -$71.8K | 1.33% | 10 |
|
|
2022
Q4 | $5.3M | Buy |
9,988
+141
| +1% | +$74.8K | 1.58% | 8 |
|
|
2022
Q3 | $4.97M | Sell |
9,847
-41
| -0.4% | -$20.7K | 1.88% | 5 |
|
|
2022
Q2 | $5.08M | Sell |
9,888
-2,857
| -22% | -$1.47M | 1.79% | 6 |
|
|
2022
Q1 | $6.49M | Buy |
12,745
+111
| +0.9% | +$56.6K | 1.94% | 5 |
|
|
2021
Q4 | $6.34M | Sell |
12,634
-139
| -1% | -$69.8K | 1.92% | 5 |
|
|
2021
Q3 | $4.99M | Buy |
12,773
+130
| +1% | +$50.8K | 1.71% | 6 |
|
|
2021
Q2 | $5.06M | Sell |
12,643
-259
| -2% | -$104K | 1.79% | 6 |
|
|
2021
Q1 | $4.8M | Sell |
12,902
-347
| -3% | -$129K | 1.72% | 6 |
|
|
2020
Q4 | $4.65M | Buy |
13,249
+219
| +2% | +$76.9K | 1.78% | 6 |
|
|
2020
Q3 | $4.06M | Buy |
13,030
+935
| +8% | +$292K | 1.69% | 9 |
|
|
2020
Q2 | $3.56M | Buy |
12,095
+2,535
| +27% | +$746K | 1.58% | 10 |
|
|
2020
Q1 | $2.38M | Buy |
+9,560
| New | +$2.38M | 1.25% | 16 |
|