Jackson 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
Q2 | – | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $7.83M | Buy |
|
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|
2023
Q4 | $7.95M | Buy |
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|
2023
Q3 | $7.5M | Buy |
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|
2023
Q2 | $7.07M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $8.84M | Buy |
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|
2022
Q2 | $3.98M | Sell |
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|
2022
Q1 | $9.23M | Sell |
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|
2021
Q4 | $9.79M | Buy |
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|
2021
Q3 | $152K | Sell |
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|
2021
Q2 | $7.77M | Buy |
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|
2021
Q1 | $7.13M | Buy |
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|
2020
Q4 | $4.96M | Buy |
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|
2020
Q3 | $4.1M | Buy |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $3M | Buy |
|