Jackson Grant Investment Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
1,461
+7
| +0.5% | +$2.18K | 0.17% | 71 |
|
|
2025
Q1 | $762K | Buy |
1,454
+4
| +0.3% | +$2.1K | 0.29% | 48 |
|
|
2024
Q4 | $734K | Sell |
1,450
-58
| -4% | -$29.3K | 0.28% | 49 |
|
|
2024
Q3 | $882K | Buy |
1,508
+3
| +0.2% | +$1.76K | 0.33% | 47 |
|
|
2024
Q2 | $766K | Buy |
1,505
+4
| +0.3% | +$2.04K | 0.31% | 50 |
|
|
2024
Q1 | $743K | Buy |
1,501
+3
| +0.2% | +$1.48K | 0.3% | 53 |
|
|
2023
Q4 | $788K | Buy |
1,498
+4
| +0.3% | +$2.11K | 0.35% | 47 |
|
|
2023
Q3 | $753K | Buy |
1,494
+3
| +0.2% | +$1.51K | 0.36% | 46 |
|
|
2023
Q2 | $717K | Sell |
1,491
-591
| -28% | -$284K | 0.33% | 48 |
|
|
2023
Q1 | $984K | Sell |
2,082
-35
| -2% | -$16.5K | 0.46% | 37 |
|
|
2022
Q4 | $1.12M | Buy |
2,117
+3
| +0.1% | +$1.59K | 0.54% | 33 |
|
|
2022
Q3 | $1.07M | Buy |
2,114
+3
| +0.1% | +$1.52K | 0.56% | 32 |
|
|
2022
Q2 | $1.08M | Buy |
2,111
+10
| +0.5% | +$5.14K | 0.54% | 31 |
|
|
2022
Q1 | $1.07M | Buy |
+2,101
| New | +$1.07M | 0.45% | 38 |
|
|
2021
Q4 | – | Sell |
-2,096
| Closed | -$819K | – | 310 |
|
|
2021
Q3 | $819K | Buy |
2,096
+4
| +0.2% | +$1.56K | 0.36% | 42 |
|
|
2021
Q2 | $838K | Buy |
2,092
+22
| +1% | +$8.81K | 0.37% | 42 |
|
|
2021
Q1 | $770K | Buy |
2,070
+194
| +10% | +$72.2K | 0.35% | 45 |
|
|
2020
Q4 | $658K | Buy |
1,876
+599
| +47% | +$210K | 0.34% | 45 |
|
|
2020
Q3 | $398K | Buy |
1,277
+4
| +0.3% | +$1.25K | 0.24% | 55 |
|
|
2020
Q2 | $376K | Buy |
1,273
+4
| +0.3% | +$1.18K | 0.24% | 53 |
|
|
2020
Q1 | $316K | Buy |
1,269
+5
| +0.4% | +$1.25K | 0.23% | 58 |
|
|
2019
Q4 | $372K | Buy |
1,264
+4
| +0.3% | +$1.18K | 0.2% | 61 |
|
|
2019
Q3 | $274K | Buy |
1,260
+5
| +0.4% | +$1.09K | 0.16% | 73 |
|
|
2019
Q2 | $306K | Buy |
1,255
+5
| +0.4% | +$1.22K | 0.18% | 66 |
|
|
2019
Q1 | $309K | Sell |
1,250
-115
| -8% | -$28.4K | 0.19% | 62 |
|
|
2018
Q4 | $340K | Buy |
1,365
+246
| +22% | +$61.3K | 0.24% | 56 |
|
|
2018
Q3 | $298K | Buy |
1,119
+3
| +0.3% | +$799 | 0.19% | 68 |
|
|
2018
Q2 | $274K | Buy |
1,116
+4
| +0.4% | +$982 | 0.19% | 66 |
|
|
2018
Q1 | $238K | Buy |
1,112
+4
| +0.4% | +$856 | 0.17% | 72 |
|
|
2017
Q4 | $244K | Buy |
1,108
+3
| +0.3% | +$661 | 0.17% | 72 |
|
|
2017
Q3 | $216K | Buy |
1,105
+4
| +0.4% | +$782 | 0.16% | 71 |
|
|
2017
Q2 | $204K | Buy |
1,101
+4
| +0.4% | +$741 | 0.16% | 69 |
|
|
2017
Q1 | $180K | Buy |
1,097
+4
| +0.4% | +$656 | 0.14% | 71 |
|
|
2016
Q4 | $175K | Buy |
1,093
+4
| +0.4% | +$640 | 0.15% | 69 |
|
|
2016
Q3 | $152K | Sell |
1,089
-961
| -47% | -$134K | 0.13% | 71 |
|
|
2016
Q2 | $289K | Buy |
2,050
+71
| +4% | +$10K | 0.25% | 45 |
|
|
2016
Q1 | $255K | Buy |
1,979
+7
| +0.4% | +$902 | 0.23% | 50 |
|
|
2015
Q4 | $232K | Buy |
+1,972
| New | +$232K | 0.22% | 53 |
|