JHCP
Jackson Hole Capital Partners’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.27M | Buy |
10,478
+1,908
| +22% | +$595K | 0.6% | 51 |
|
2025
Q1 | $4.49M | Buy |
8,570
+226
| +3% | +$118K | 0.89% | 30 |
|
2024
Q4 | $4.22M | Sell |
8,344
-32
| -0.4% | -$16.2K | 0.85% | 33 |
|
2024
Q3 | $4.9M | Sell |
8,376
-144
| -2% | -$84.2K | 1.02% | 28 |
|
2024
Q2 | $4.34M | Buy |
8,520
+334
| +4% | +$170K | 0.94% | 26 |
|
2024
Q1 | $4.05M | Buy |
8,186
+7,311
| +836% | +$3.62M | 0.91% | 28 |
|
2023
Q4 | $461K | Hold |
875
| – | – | 0.12% | 132 |
|
2023
Q3 | $441K | Hold |
875
| – | – | 0.13% | 124 |
|
2023
Q2 | $421K | Sell |
875
-2,364
| -73% | -$1.14M | 0.12% | 139 |
|
2023
Q1 | $1.53M | Buy |
3,239
+2,385
| +279% | +$1.13M | 0.4% | 65 |
|
2022
Q4 | $453K | Hold |
854
| – | – | 0.14% | 124 |
|
2022
Q3 | $431K | Buy |
854
+268
| +46% | +$135K | 0.13% | 121 |
|
2022
Q2 | $301K | Hold |
586
| – | – | 0.09% | 145 |
|
2022
Q1 | $299K | Buy |
586
+65
| +12% | +$33.2K | 0.09% | 152 |
|
2021
Q4 | $262K | Sell |
521
-187
| -26% | -$94K | 0.08% | 159 |
|
2021
Q3 | $277K | Hold |
708
| – | – | 0.09% | 155 |
|
2021
Q2 | $284K | Hold |
708
| – | – | 0.1% | 146 |
|
2021
Q1 | $263K | Hold |
708
| – | – | 0.11% | 143 |
|
2020
Q4 | $248K | Hold |
708
| – | – | 0.11% | 126 |
|
2020
Q3 | $221K | Hold |
708
| – | – | 0.12% | 123 |
|
2020
Q2 | $209K | Buy |
+708
| New | +$209K | 0.13% | 118 |
|
2020
Q1 | – | Sell |
-763
| Closed | -$224K | – | 188 |
|
2019
Q4 | $224K | Buy |
+763
| New | +$224K | 0.12% | 133 |
|