JHCP
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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