Jackson 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 | – | Sell |
-549
| Closed | -$288K | – | 171 |
|
|
2025
Q1 | $288K | Sell |
549
-128
| -19% | -$67.1K | 0.04% | 140 |
|
|
2024
Q4 | $342K | Sell |
677
-111
| -14% | -$56.1K | 0.04% | 127 |
|
|
2024
Q3 | $461K | Buy |
788
+139
| +21% | +$81.3K | 0.06% | 103 |
|
|
2024
Q2 | $331K | Sell |
649
-15,173
| -96% | -$7.74M | 0.07% | 99 |
|
|
2024
Q1 | $7.83M | Buy |
15,822
+714
| +5% | +$353K | 0.98% | 21 |
|
|
2023
Q4 | $7.95M | Buy |
15,108
+223
| +1% | +$117K | 1.05% | 21 |
|
|
2023
Q3 | $7.51M | Buy |
14,885
+182
| +1% | +$91.8K | 1.07% | 18 |
|
|
2023
Q2 | $7.07M | Buy |
+14,703
| New | +$7.07M | 1.04% | 21 |
|
|
2022
Q4 | – | Sell |
-17,502
| Closed | -$8.84M | – | 103 |
|
|
2022
Q3 | $8.84M | Buy |
17,502
+9,751
| +126% | +$4.92M | 1.74% | 15 |
|
|
2022
Q2 | $3.98M | Sell |
7,751
-10,354
| -57% | -$5.32M | 1.84% | 13 |
|
|
2022
Q1 | $9.23M | Sell |
18,105
-1,392
| -7% | -$710K | 1.28% | 21 |
|
|
2021
Q4 | $9.79M | Buy |
19,497
+117
| +0.6% | +$58.7K | 1.24% | 21 |
|
|
2021
Q3 | $152K | Sell |
19,380
-21
| -0.1% | -$165 | 1.84% | 11 |
|
|
2021
Q2 | $7.77M | Buy |
19,401
+230
| +1% | +$92.1K | 0.98% | 30 |
|
|
2021
Q1 | $7.13M | Buy |
19,171
+5,029
| +36% | +$1.87M | 1.07% | 26 |
|
|
2020
Q4 | $4.96M | Buy |
14,142
+994
| +8% | +$349K | 0.68% | 37 |
|
|
2020
Q3 | $4.1M | Buy |
13,148
+1,556
| +13% | +$485K | 0.61% | 44 |
|
|
2020
Q2 | $3.42M | Buy |
11,592
+1,191
| +11% | +$351K | 0.61% | 44 |
|
|
2020
Q1 | $3M | Buy |
+10,401
| New | +$3M | 0.63% | 37 |
|