Jackson Thornton Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,139
+326
| +40% | +$100K | 0.04% | 72 |
|
|
2025
Q1 | $369K | Buy |
813
+306
| +60% | +$139K | 0.05% | 60 |
|
|
2024
Q4 | $256K | Buy |
507
+111
| +28% | +$56.2K | 0.03% | 69 |
|
|
2024
Q3 | $232K | Hold |
396
| – | – | 0.03% | 57 |
|
|
2024
Q2 | $202K | Sell |
396
-35
| -8% | -$17.8K | 0.03% | 56 |
|
|
2024
Q1 | $213K | Sell |
431
-35
| -8% | -$17.3K | 0.04% | 51 |
|
|
2023
Q4 | $245K | Buy |
466
+65
| +16% | +$34.2K | 0.05% | 48 |
|
|
2023
Q3 | $202K | Buy |
+401
| New | +$202K | 0.04% | 45 |
|
|
2023
Q1 | – | Sell |
-427
| Closed | -$226K | – | 38 |
|
|
2022
Q4 | $226K | Sell |
427
-61
| -13% | -$32.3K | 0.05% | 31 |
|
|
2022
Q3 | $246K | Buy |
488
+21
| +4% | +$10.6K | 0.07% | 29 |
|
|
2022
Q2 | $240K | Buy |
467
+28
| +6% | +$14.4K | 0.07% | 22 |
|
|
2022
Q1 | $224K | Buy |
+439
| New | +$224K | 0.06% | 24 |
|