Jackson Thornton Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Buy |
|
|||||
|
2025
Q2 | $350K | Buy |
|
|||||
|
2025
Q1 | $369K | Buy |
|
|||||
|
2024
Q4 | $256K | Buy |
|
|||||
|
2024
Q3 | $232K | Hold |
|
|||||
|
2024
Q2 | $202K | Sell |
|
|||||
|
2024
Q1 | $213K | Sell |
|
|||||
|
2023
Q4 | $245K | Buy |
|
|||||
|
2023
Q3 | $202K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $226K | Sell |
|
|||||
|
2022
Q3 | $246K | Buy |
|
|||||
|
2022
Q2 | $240K | Buy |
|
|||||
|
2022
Q1 | $224K | Buy |
|